ERP Integrations: Sync Prime Contracts & PCCOs Between Procore & Viewpoint® Spectrum®

Why is this important?

This update eliminates a significant amount of time and effort that project team's spend performing double-entry in both systems. 

Details

If your company's Procore account is using the ERP Integrations tool with Viewpoint® Spectrum®, contact Support to enable the feature. Once enabled, the users at your company will be able to gain access to the two (2) tabs listed below:

• Prime Contracts
• Prime Contract Change Orders (PCCOs)

Considerations

• You are limited to importing one (1) Viewpoint® Spectrum® prime contract per Procore construction project. You can export any number of PCCOs.
• Viewpoint® Spectrum® Unit Price Contracts are not currently supported.
• • The Date field on a PCCO is required.
  • The Billing Item Code on a PCCO must be 10 characters or less.
  • The PCCO must be in the 'Approved' status.
  • For each associated line item that you add to the change order's Schedule of Values (SOV), you may designate a unique associated Prime Contract line item, or the same associated Prime Contract line item for all change order line items.  Note: The Associated Line Item is only visible and available when the ERP Integrations tool has been configured to work with Viewpoint® Spectrum® and the export prime contract change orders capability has been switched on in Procore by your Integration Implementation Specialist.

The table below summarized the information that you will be able to sync between the two systems. To learn about which fields are synced between the two systems, see Which prime contract and PCCO fields are synced with Procore and Viewpoint Spectrum?

Procore	Syncs from Procore to Viewpoint® Spectrum®	Syncs from Viewpoint® Spectrum® to Procore	INTEGRATION BY PROCORE Connects Procore to Viewpoint® Spectrum®
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS			AR CHANGE REQUESTS

Want to learn more?

To learn more about this feature,  see these new and updated tutorials:

• About the Integration by Procore: Connect Procore to Viewpoint® Spectrum®
• Prime Contracts
  • Integration by Procore: Import a Viewpoint® Spectrum® Prime Contract to Procore
  • Integration by Procore: Re-import a Viewpoint® Spectrum® Prime Contract to Procore
• Prime Contract Change Orders (PCCOs)
  • Create a Prime Contract Change Order (PCCO)
  • Integration by Procore: Export a PCCO to Viewpoint® Spectrum®
    • Integration by Procore: Send a PCCO to ERP Integrations for Accounting Acceptance
      • Integration by Procore: Retrieve a PCCO from ERP Integrations Before Acceptance
      • Integration by Procore: Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
    • Integration by Procore: Accept or Reject a PCCO for Export to Viewpoint® Spectrum®