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Procore

Sync Procore Projects with Spectrum Jobs

Objective

To sync a Procore project with a Spectrum  job. 

Background

There are two (2) ways to sync a Spectrum  job with a Procore Project:

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Limitations:
    • You cannot link pre-existing Spectrum  jobs with pre-existing Procore projects. 

Demo

Workflows

Steps

There are two (2) ways to sync a Spectrum  job with a Procore project. The steps to follow depend upon whether you create the job/project in Spectrum  or Procore: 

See Also

 

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