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Procore

Configure Cost Code Preferences for Viewpoint Vista

Objective

How to configure the cost code preferences for your company's account when the ERP Integrations tool is integrated with your company's Viewpoint Vista system.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission to the company's Admin tool. 
  • Additional Information:
    • Because integrated ERP systems (e.g., Sage 300 CRE, Spectrum, QuickBooks, or Viewpoint Vista) do NOT support cost code divisions, you must add a division for your cost codes to Procore. 

Steps

  1. Navigate to the company's Admin tool. 
    This reveals the Company Settings page.
  2. Under Administrative Settings, click Cost Codes.
    This reveals the Standard Costs Code Lists page. 
    Note: On systems where cost codes have already been configured to use Viewpoint Vista codes, this link will be labeled Phase Codes
  3. In the Standard Cost Code Lists page, mark the checkbox that corresponds to the desired option:
    • Viewpoint Vista Standard Cost Codes
      If you will be integrating at least one (1) project in your company's Procore account with Viewpoint Vista, place a checkmark in this box. This setting allows new Procore projects to use your Viewpoint Vista Standard Cost Code list.
      Notes
      • If you will be integrating one (1) or more projects with Viewpoint Vista, you should always enable this option.
      • If you want to review the codes on the list, click Edit to open the Viewpoint Vista Standard Cost Codes page.
      • After reviewing the codes, you can click the Cost Codes link under Administrative Settings in the right pane to return to the Standard Cost Code Lists page.
    • Standard Cost Codes List
      If you will NOT be integrating one (1) or more projects with Viewpoint Vista, place a checkmark in this box to allow new Procore projects to use the Standard Cost Code list. Remove the checkmark if you do not want to use the Standard Cost Code list on your company account's new projects.
      Notes:
      • Projects using the Standard Cost Code List cannot be integrated with Viewpoint Vista.
      • The Standard Cost Code list can either be the default list that is included with Procore or a custom cost code list that was imported for your company. See Edit and Add Company Cost Codes or Import Custom Cost Codes.

        admin-viewpoint-cost-codes.png
         
  4. Click Update.
    This makes the selected cost code list available for use on new projects.

Next Steps

See Also