Skip to main content
Procore

Workflow Diagrams: Spectrum

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Spectrum.


Sync Procore Projects with Spectrum Jobs

Add a Spectrum Job to Procore

Add a Procore Project to Spectrum

Create and Sync Vendors

 

Set Up and Export a Budget

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

Update and Export a Budget

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

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Spectrum.

Create and Export CCOs

Follow the steps below to create CCOs in Procore and then export them to Spectrum.

 

  • Was this article helpful?