Support Home > Products > Procore > Procore User Guide > Company Level > ERP Integrations > Tutorials > Add a Sage 300 CRE Extra to a Procore Project as a Sub Job

Add a Sage 300 CRE Extra to a Procore Project as a Sub Job

Objective

To import an 'Extra' from Sage 300 CRE as a 'Sub Job' in a Procore project. 

Background

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:

  • Sub Job Cost Codes
  • Sub Job Categories
  • Original Estimate
    (Note: The original estimate will only display if the budget is unlocked.)

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.

Things to Consider

  • Required User Permissions:
    • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
      • 'Admin' level permission on the company's Directory tool. 
        OR
      • Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects
  • Prerequisites:
    • If you want to add a Sage 'Extra' as a Procore 'Sub Job', a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact or send an email to support@procore.com.
  • Additional Information:
    • Cost codes and categories that are assigned to a Sub Job must be maintained in Sage (not Procore).
    • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Sub Jobs subtab.
  3. In the 'Filters' menu, click Ready to Import.
    This reveals all of the un-synced Extras in Sage 300 CRE that do not yet have a corresponding Sub Job in Procore. 

    filter2015-09-10_09-36-12.png
     
  4. Under the 'Extras Only in Sage 300 CRE' area, locate each Extra. Then click +Add to Procore.
    This adds the Sage 300 CRE 'Extra' to the Procore project as a Sub Job. You can then navigate to the project's Admin tool and the Sub Job information will display in the 'Sub Jobs' tab of the project. 
    (Note: Cost codes and categories assigned to that Sub Job must be maintained in Sage and cannot be modified directly in Procore.)

    subjobs2015-09-10_10-09-27.png
You must to post a comment.
Last modified
14:38, 23 Nov 2016

Tags

Classifications

This page has no classifications.