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

Objective

To export a commitment in a Procore project to Viewpoint® Spectrum® with the Integration by Procore.

The export process requires action by these users:

Project Manager.
1. Changes the status of the item in the project's Commitments tool to 'Approved'.
2. Sends the item to the company's ERP Integrations tool for acceptance by an accounting approver.
Accounting Approver.
1. Reviews the commitment in the ERP Integrations tool.
2. Submits an 'Accept' or 'Reject' response in the ERP Integrations tool:
  - An 'Accept' response exports the item to the integrated ERP system.
    OR
  - A 'Reject' response does NOT export the item to integrated ERP system. Instead, the item is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.

Required User Permissions:
- 'Standard' or 'Admin' on the company's ERP Integrations tool.
  AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
Prerequisites:
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
- Configure the ERP Integrations tool for Viewpoint® Spectrum®. See Viewpoint® Spectrum® Connector: Setup Guide.
- The Procore project must be synced with Viewpoint® Spectrum®.
Limitations:
- To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.

To push a commitment from Procore to Viewpoint® Spectrum®, complete these tasks: