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Procore

Glossary

 

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


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A

Accept

Accept. Choose this option button to indicate that you are accepting the item for export.

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Enter a Comment

Enter a Comment. Type a reason for your rejection in this box.

Enter Description

Enter Description. It is recommended that you enter the commitment number in this box. 
Important! This box only appears if your company has enabled the 'Enable Custom CCO Title/Description When Exporting to Viewpoint Vista feature for the ERP Integrations tool. To enable this optional feature, a user who has been granted 'Admin' level permission to the ERP Integrations tool must submit an email request to your Procore point of contact.

Export

Export. Click this button to export the selected item. 
This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful. 

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OK

OK. In the confirmation message that appears, click OK to acknowledge that once the accepted budget is exported, you will not be able to import a budget from your integrated ERP system into Procore.

P

Project Address

Project Address. Enter the job site's physical address. If your company is adding a project for use with with the Viewpoint Vista integration, do NOT enter commas (,) in the Project Address field.

Notes:

Project Name

Project Name. Enter a name for the construction project. When the ERP Integrations tool is enabled for Viewpoint Vista, the Project Name is limited to a maximum of sixty (60) characters in length. This value displays in a variety of places in the Procore web application, including the Select a Project menu, CSV and PDF exports, and custom reports.

Project Template

Project Template. If this is the first project you are creating for Viewpoint Vista choose 'Do Not Apply a Template'. If you have previously created a project and set up one or more project templates for your company account, select the desired template. 
Notes:

  • This field is only visible and available when the project templates feature is enabled on your company's Procore account.
  • To select a template from the list, the desired project template must be active. See Configure a Project Template.

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R

Reject (Option Button)

Reject. Choose this option button to indicate that you are rejecting the item for export.

Reject (Button)

Reject. Click this button to reject the item.

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Viewpoint Vista Job ID

Viewpoint Vista Job ID. Enter the Viewpoint Vista Job ID for the construction project.

Viewpoint Vista Vendor ID

Viewpoint Vista Vendor ID. Enter the Viewpoint Vista ID for the vendor in this box.

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