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:
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 | Job ID | ||
Cost Code | Phase | ||
Cost Type | Cost Type | ||
Estimated Cost at Completion | 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.
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.
To learn more about the new Budget Changes experience, see About Budget Changes.