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Procore

Refresh the Viewpoint Vista Phase Codes on a Project

Objective

 To refresh the cost code list at the Project level to match the cost code list that's defined at the Company level.

Things to Consider

  • Required User Permission:
    • To request a cost code refresh, 'Admin' on the ERP Integrations tool.
  • Additional Information:
    • Updates must always be made in Viewpoint Vista and then exported to Procore.
    • This task must be performed on your behalf by a member of the ERP Integrations team at Procore.

Steps

To refresh the cost code list at the Project level to match the cost code list that's defined at the Company level, contact your Procore point of contact or support@procore.com.

See Also