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Procore

How do I disable the Direct Costs tool for the Sage 300 CRE Cost Transactions Beta?

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Answer

If your project team is participating the Procore + Sage 300 CRE Cost Transactions beta program (see ERP Integrations for Sage 300 CRE: Coming Soon! Cost Transactions Beta Program), you will need to ensure that the Project level Direct Costs tool is disabled on all projects that you integrate with Sage 300 CRE. 

Demo

disable-direct-costs.gif

Steps

To disable the Direct Cost tool for the Cost Transactions Beta Program, do the following on any projects that will be integrated with Sage 300 CRE:

  1. Navigate to the Project level Admin tool. 
    The Admin page appears. 
  2. Under Project Settings, click Active Tabs
    This reveals the Active Tools page. 
  3. Scroll to the Construction Financials area.
  4. Remove the checkmark from the Direct Costs box.
  5. Click Update
    This disables the tool from the project and saves your new settings.

See Also