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Procore

Integration by Procore: Export a Procore Budget to Viewpoint® Spectrum®

Objective

Background

Things to Consider

Video

Workflows

Set Up and Export a Budget

Follow the steps below to either (1) import a Viewpoint® Spectrum® budget into Procore, or (2) create a budget in Procore and then export it to Viewpoint® Spectrum® with the Integration by Procore.

 

How do you want to set up the project's budget in Procore?
How do you want to set up the pr...

 

Import a Budget (CSV)
Import a Budget (CSV)

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

Update and Export a Budget

If you need to update a budget in Procore after exporting it to Viewpoint® Spectrum® with the Integration by Procore, use the workflow below as a guideline.

 

 

Add a Partial Budget Line Item
Add a Partial Budget L...

 

START
START

 

END
END

 

Create a Budget Modification
Create a Budget Modifi...

 

Delete a Budget
Line Item
Delete a Budget...

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Do you need to update the project's budget in Procore?
Do you need to update the proj...

 

Edit a Budget
Edit a Budget

 

Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance
Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP
Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

Steps

  1. project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Viewpoint® Spectrum®). Once accepted, the system exports the budget data from Procore and syncs it to your Viewpoint® Spectrum® system. 
  3. After you sync the budget for the first time, you can also sync an updated Procore budget to Viewpoint® Spectrum®. See Create a Budget Line Item and Create a Budget Modification

See Also