When you add a new Procore project to Viewpoint Vista, you must send the data to the ERP Integrations tool for acceptance by an accounting approver. After acceptance, the project data is exported to Viewpoint Vista.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the project's Admin tool.
- Navigate to the project's Admin tool.
This reveals the Admin page.
- Under Project Settings, click General.
- Click Send to ERP.
Note: If you have previously synced the project, the button's label will read Re-send to ERP.
This sends to project to the ERP Integrations tool for acceptance for export to the integrated ERP system by an accounting approver.