To import an 'Extra' from Sage 300 CRE as a 'Sub Job' in a Procore project.
In Sage 300 CRE, users have the option to implement a costing level called an “Extra'. This permits users to isolate special cost areas, without having to disassociate them from the primary job. In Procore, the term 'Sub Job' is equivalent to an 'Extra'.
If you have create an 'Extra' in Sage 300 CRE, you can import it into your Procore project. Before the synchronization process add the 'Sub Job' to your Procore project, the information will appear in the 'Sub Jobs' tab of the company's ERP Integrations tool. A Procore users with the required user permission can the add the information to Procore using the steps below.
Synchronized data will include the following:
After you have added the Sub Job to Procore, you will be able to add a Sub Job and the corresponding cost codes to the schedule of values of a commitment. Added Sub Jobs will also appear on the Budget tool.