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Procore

Permissions

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work Procore's Viewpoint Vista Connector. 

Company Level Tools

Admin Tool

Task None Read-Only Standard Admin
Configure Cost Code Preferences for Vista by Viewpoint       icon_checkmark_h17.png

ERP Integrations Tool

Task Read-Only Standard Accounting Approver1 Admin
Search the ERP Integrations Tool icon_checkmark_h17.png      
Export a Commitment Change Order (CCO) to Vista by Viewpoint   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Company for Export to Viewpoint Vista     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Viewpoint Vista     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Viewpoint Vista     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Viewpoint Vista Job to Procore   icon_checkmark_h17.png2    
Add a Procore Project to Viewpoint Vista   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Viewpoint Vista Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add Viewpoint Vista Standard Cost Codes to a Procore Project       icon_checkmark_h17.png
Archive a Viewpoint Vista Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Categories To Viewpoint Vista Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Viewpoint Vista       icon_checkmark_h17.png
Configure Settings: ERP Integrations for Viewpoint Vista       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Vista by Viewpoint       icon_checkmark_h17.png
Consolidate and Link Vista by Viewpoint Vendors to Procore Companies       icon_checkmark_h17.png
View the Archived Vendors List for Vista by Viewpoint   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Create and Sync Vendors with Vista by Viewpoint       icon_checkmark_h17.png4
Edit a Commitment Synced with Vista by Viewpoint       icon_checkmark_h17.png
Export a Budget to Vista by Viewpoint   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Viewpoint Vista   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Viewpoint Vista     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Vista by Viewpoint   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Viewpoint Vista Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Vista by Viewpoint   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Vista by Viewpoint   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Vista by Viewpoint       icon_checkmark_h17.png
Restore an Archived Vista by Viewpoint Vendor in ERP Integrations   icon_checkmark_h17.png          icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment Change Order (CCO) from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Project from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Accept or Reject a Budget for Export to Viewpoint Vista     icon_checkmark_h17.png icon_checkmark_h17.png
Sync Procore Projects with Vista by Viewpoint Jobs       icon_checkmark_h17.png
Unlink a Synced Vista by Viewpoint Vendor       icon_checkmark_h17.png
Update Project Cost Codes for Export to Vista by Viewpoint   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Vista by Viewpoint Job Costs Report       icon_checkmark_h17.png
View an Accountant Report for Vista by Viewpoint       icon_checkmark_h17.png
View the Sync Schedule Page for Vista by Viewpoint       icon_checkmark_h17.png
Setup the Ryvit Service for Viewpoint Vista and Procore 3 Requires permission to create accounts in  Viewpoint Vista

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Viewpoint Vista and requires the user to have permission to create accounts.

4 This task also requires 'Admin' level permission to the Company Directory.

Project Level Tools

Admin Tool

Task None Read-Only Standard Admin
Refresh the Viewpoint Vista Phase Codes on a Project       icon_checkmark_h17.png

Budget Tool

Task None Read-Only Standard Admin
Send a Budget to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

Directory Tool

Task None Read-Only Standard Admin
Create and Sync Vendors with Vista by Viewpoint       icon_checkmark_h17.png1
Export a Vendor/Company to Vista by Viewpoint     icon_checkmark_h17.png2 icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png1
Resend a Rejected Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

1 This task also requires 'Admin' level permission to the ERP Integrations tool. 

2 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

 

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