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Procore

What are 'Standard Cost Types' in the Admin Tool's 'Cost Types' page?

Answer

When your company's Procore Administrator requests to enable the ERP Integrations tool in Procore (see Request to Enable the ERP Integrations Tool), your Procore point of contact turns the feature ON for your company.  During the implementation process, data from your integrated ERP system is imported into Procore. At this time, the system also updates the 'Cost Types' page (which is visible in the Company level Admin tool under 'Project Settings" and in the Portfolio Tool's Project Creation Assistant), so that it includes the 'Procore Cost Types' area for  the cost codes from your specific ERP system.

For many popular cost accounting systems, a cost type is way to classify costs based on the nature of the cost (e.g., Labor, Material, Overhead, Overtime, and so on). However, not all integrated ERP systems support the cost type concept. Depending on the ERP system that has been integrated with Procore for your organization, the 'Procore Cost Types' that appear in the Company level Admin tool's 'Cost Types Configuration' page and the Project level Admin tool's 'Cost Code Cost Types Assignment' page will operate differently. To learn more, see a link below:

Sage 100 Contractor Standard Cost Types

When your company account is configured to use Sage 100 Contractor, your system's cost types and their corresponding abbreviations are imported into Procore's Company and Project level Admin tools from your Sage 100 Contractor project(s). They appear in the Company level Admin tool, under Project Settings, on the Cost Types page). Any modifications the ' Sage 100 Contractor Standard Cost Types' list must always made in Sage 100 Contractor. See .

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Sage 300 CRE Standard Cost Types

When your company account is configured to use the Sage 300 CRE  Connector, cost types and their corresponding abbreviations are imported into Procore from your Sage 300 CRE system. The cost types appear in the Company level Admin tool, under Project Settings, on the Procore Cost Types page. Any modifications to the labels and abbreviations in the  Sage 300 CRE Standard Cost Types list must first be updated in the integrated Sage 300 CRE system and then imported into Procore.

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After the cost codes and cost types from Sage 300 CRE are imported to the Company level Admin tool, you can then add your Sage 300 CRE Cost Codes to a Procore project. After adding the codes navigate to the Project level Admin tool. Under Project Settings, its important to ensure that each Sage 300 CRE cost code is updated in Procore with the appropriate Cost Code Cost Type Assignment(s). For instructions on the required tasks, see Add Sage 300 CRE Standard Cost Codes to a Project

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Spectrum Standard Cost Types

When your company account is configured to use the Spectrum Connector, your Spectrum system's cost types and their corresponding abbreviations are imported into Procore's Company and Project level Admin tools from your Spectrum project(s). They appear in the Company level Admin tool, under Project Settings, on the Cost Types page). Any modifications the 'Spectrum Standard Cost Types' list must always made in the integrated Spectrum project. 

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They also appear in the Project level Admin tool in the 'Cost Code Cost Type Assignments' page (which is accessed under 'Project Settings').  The system only imports project-specific cost codes from Spectrum (In Procore, under Project Settings, click 'Cost Codes'). These codes are imported at the same time the Spectrum project is imported as a Procore project. Any modifications to the 'Cost Code Cost Types Assignments' must always made in the integrated Spectrum project. 

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QuickBooks Standard Cost Types

When the ERP Integrations tool is configured for QuickBooks, cost types are NOT utilized in Procore. This is because QuickBooks does not support the 'Cost Types' concept. It is also important to note that QuickBooks 'Classes' are not equivalent to Procore 'Cost Types'.

As such, the Cost Types page under Project Settings in the Company level Admin tool  will contain a 'QuickBooks Standard Cost Types' list with a single line item labeled 'Other.' This cost type has no other affect on your Procore + QuickBooks project. 

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Viewpoint® Vista™ Integration by Ryvit  Standard Cost Types

When your company account is configured to use the Viewpoint® Vista™ Integration by Ryvit Connector, cost types and their corresponding abbreviations are imported into Procore from Viewpoint® Vista™ Integration by Ryvit. The cost types appear in the Company level Admin tool, under Administrative Settings, on the Cost Types page. Any modifications to the labels and abbreviations in the Viewpoint® Vista™ Integration by Ryvit Standard Cost Types list must first be updated in the integrated Viewpoint® Vista™ Integration by Ryvit and then imported into Procore.

After the cost codes and cost types from Viewpoint® Vista™ Integration by Ryvit are imported to the Company level of Procore, you can then add your Viewpoint® Vista™ Integration by Ryvit Cost Codes to a Procore project. Once the codes are added, you can then navigate to the Project level Admin tool. Under Project Settings, its important to ensure that each Viewpoint® Vista™ Integration by Ryvit cost code is updated in Procore with the appropriate Cost Code Cost Type Assignment(s). For instructions on the required tasks, see Assign Default Cost Types to Viewpoint® Vista™ Integration by Ryvit Cost Codes.

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See Also

The Viewpoint® Vista™ Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.