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How do I export cost forecast data from a Procore budget to ERP

How do I export cost forecast data from a Procore budget to ERP?

Select Your Supported ERP:

For companies that have integrated Procore with Sage 300 CRE®, you can import your real-time actual cost data from Sage 300 CRE® into Procore's Budget tool. This lets project team's leverage their Sage 300 CRE® cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' and 'Forecast to Complete' values.  This ability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' and 'Forecast to Complete' values in Sage 300 CRE®. 

When the feature is enabled and an accounting approver is ready to export a budget,  simply place a checkmark in the new 'Export Forecast Amount?' box in the ERP Integration tool's 'Ready to Export' filter. Then click Export to Sage 300 CRE®. For instructions, see Accept or Reject a Budget for Export to Sage 300 CRE®.

export-budgets-to-erp.png

Which data fields are exported?

The table below details the Procore source fields and the Sage 300 CRE® destination fields for the export process:

Procore Budget Exports data from Procore to Sage 300 CRE® Sage 300 CRE® Field

Estimated Cost at Completion 1
(Projected Costs + Forecast to Complete) *

* Default column configurations

tri-right-arrow-orange.png Misc Category Amount 1

Forecast to Complete
(Projected Budget - Projected Costs) *

*Default column configurations

tri-right-arrow-orange.png Misc Category Amount 2

1 This is a calculated column in a budget view. Please note that exports are only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View.

What are the requirements?

If you are a Procore + Sage 300 CRE® client, contact erpsupport@procore.com to enable this feature. The requirements are listed below:

  • The ERP Integrations tool must be enabled on the company's Procore account. See Request to Enable ERP Integrations for Sage 300 CRE®.
  • The Budget tool must be added to Procore's Project Tools menu. See Add and Remove Project Tools.
  • The company's Procore account must be integrated with Sage 300 CRE®. See Sage 300 CRE®: Setup Guide.
  • The Sage 300 CRE® cost data from the original estimate must first be imported into Procore's Budget tool. See Import a Budget from Sage 300 CRE®.
  • The imported data and the 'Estimated Cost to Completion' value in Procore can then use Procore's 'Forecast to Complete' options to calculate the values to export to the integrated Sage 300 CRE® system. To learn how cost forecasting works in Procore, see Use the 'Forecast to Complete' Feature.
  • When exporting forecast information for a project, ALL of the budget views that include ERP source columns on your integrated projects must be set to use the same calculations shown above for the  'Forecast to Complete' and 'Estimated Cost at Completion' columns. If not, it is possible that the export will send incorrect or unexpected values to Sage 300 CRE®. To learn more about setting up budget views, see Set up a New Budget View.
  • In order to trigger the Re-send to ERP button on the Budget, you'll need to enter a $.01 Budget Modification which can be backed out after the export if needed.
 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration, or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications, and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications (e.g. create a $0 Budget Modification/Budget Change to trigger budget re-export capability).

To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials

For companies that have integrated Procore with Viewpoint® Vista™, you can import your real-time actual cost data from Viewpoint® Vista™ into Procore's Budget tool. This lets project team's leverage their Viewpoint® Vista™ cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' and 'Forecast to Complete' values. This ability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in Viewpoint® Vista™.

To turn on forecasting/projections: 

  1. Navigate to the project Budget tool
  2. Click on the settings icon-settings-gear-android.png icon.
  3. Change the following settings:
    • Default ERP Budget View: ERP Job Cost Detail Budget
    • Designated Estimated Cost at Completion Column: Estimated Cost at Completion

Which data fields are exported?

A Forecasting export will create a JC Cost Projection in Viewpoint® Vista™.


PROCORE
Exports data from Procore to Viewpoint® Vista™  Imports data from Viewpoint® Vista™ to Procore
Viewpoint® Vista™
Vista Job ID tri-right-arrow-orange.png   Job ID
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Estimated Cost at Completion tri-right-arrow-orange.png   Projected Cost (ProjFinalCost)

 

*You can also manually add a Batch Date within the Procore export screen which will export to the Batch Month in Vista for this transaction. 

 

What are the requirements?

  • The ERP Integrations tool must be enabled on the company's Procore account. See Request to Enable ERP Integrations for Viewpoint® Vista™.
  • The Budget tool must be added to Procore's Project Tools menu. See Add and Remove Project Tools.
  • The company's Procore account must be integrated with Viewpoint® Vista™. See Viewpoint® Vista™: Setup Guide.
  • The Viewpoint® Vista™ cost data from the original estimate must first be synced with Procore's Budget tool. See Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™.
  • The imported data and the 'Estimated Cost to Completion' value in Procore can then use Procore's 'Forecast to Complete' options to calculate the values to export to the integrated Viewpoint® Vista™ system. To learn how cost forecasting works in Procore, see Use the 'Forecast to Complete' Feature.
  • When exporting forecast information for a project, ALL of the budget views that include ERP source columns on your integrated projects must be set to use the same calculations shown above for the  'Forecast to Complete' and 'Estimated Cost at Completion' columns. If not, it is possible that the export will send incorrect or unexpected values to Viewpoint® Vista™. To learn more about setting up budget views, see Set up a New Budget View.
  • If there are no other updates to send, you can trigger the Re-send to ERP button on the Budget by entering a $0.00 Budget Modification which can be backed out after the export if needed.
 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration, or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications, and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications (e.g. create a $0 Budget Modification/Budget Change to trigger budget re-export capability).

To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials

For companies that have integrated Procore with CMiC, you can import your real-time actual cost data from CMiC into Procore's Budget tool. This lets project teams leverage their CMiC cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in CMiC.

To turn on forecasting/projections: 

  1. Navigate to the project Budget tool
  2. Click on the settings icon-settings-gear-android.png icon.
  3. Change the following settings:
    • Default ERP Budget View: ERP Job Cost Detail Budget
    • Designated Estimated Cost at Completion Column: Estimated Cost at Completion

Which data fields are exported? 


PROCORE
Exports data from Procore to CMiC Imports data from CMiC to Procore

CMiC

Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Estimated Cost at Completion1 tri-right-arrow-orange.png   Projected Cost

To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to CMiC?

 

What are the requirements?

If you are a Procore + CMiC client, contact erpsupport@procore.com to enable this feature. The requirements are listed below:

  • The ERP Integrations tool must be enabled on the company's Procore account. See Request to Enable ERP Integrations for CMiC.
  • The Budget tool must be added to Procore's Project Tools menu. See Add and Remove Project Tools.
  • The company's Procore account must be integrated with CMiC. See CMiC: Setup Guide.
  • If there are no other updates to send, you can trigger the Re-send to ERP button on the Budget by entering a $0.00 Budget Modification.
     
     Phased Release: Budget Changes

    Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.

    Choosing to use the new Budget Changes experience will not impact the function of your ERP integration, or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications, and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications (e.g. create a $0 Budget Modification/Budget Change to trigger budget re-export capability).

    To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials

     

For companies that have integrated Procore with Viewpoint® Spectrum®, you can import your real-time actual cost data from Viewpoint® Spectrum® into Procore's Budget tool. This lets project teams leverage their Viewpoint® Spectrum® cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in Viewpoint® Spectrum®.

To turn on forecasting/projections: 

  1. Navigate to the project Budget tool
  2. Click on the settings icon-settings-gear-android.png icon.
  3. Change the following settings:
    • Default ERP Budget View: ERP Job Cost Detail Budget
    • Designated Estimated Cost at Completion Column: Estimated Cost at Completion

Which data fields are exported? 


PROCORE
Exports data from Procore to Viewpoint® Spectrum® Imports data from Viewpoint® Spectrum® to Procore
Viewpoint® Spectrum®
Project Number1 tri-right-arrow-orange.png   Job Code
Cost Code tri-right-arrow-orange.png   Phase
Cost Type tri-right-arrow-orange.png   Cost Type
Estimated Cost at Completion2 tri-right-arrow-orange.png   Projected Cost

Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Estimated Cost at Completion. Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to Viewpoint® Spectrum®?

 

What are the requirements?

If you are a Procore + Viewpoint® Spectrum® client, contact erpsupport@procore.com to enable this feature. The requirements are listed below:

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration, or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications, and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications (e.g. create a $0 Budget Modification/Budget Change to trigger budget re-export capability).

To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials