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Procore

Add a Acumatica® Job to Procore

Objective

To create a new project in Procore from an existing Project in Acumatica Cloud ERP.

Background

A 'Project' in Acumatica Cloud ERP is equivalent to a 'Project' in Procore. If you first created a project in Acumatica Cloud ERP, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant project information.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permission on the ERP Integrations tool plus ONE of the following:
  • Limitations:

    Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

  • Additional Information:
    • If you choose to import a project from Acumatica Cloud ERP in order to create a new Procore project, you can select the project template that you want to apply to your new project in the 'Integration Settings' page for the ERP Integrations tool. See Configure Advanced Settings: ERP Integrations for Acumatica Cloud ERP. To learn more about project templates, see Configure a Project Template
    • It is recommended that you always perform the import before creating any commitments (i.e., subcontracts or purchase orders) in Acumatica Cloud ERP. Any commitments created in Acumatica Cloud ERP cannot be integrated. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Jobs subtab. 
  3. In the 'Filters' menu, click Ready to Import. 
    This reveals a list of all the unsynced jobs that exist in Acumatica Cloud ERP but have NOT be added as to your company's Procore account as projects. 

    filter-job-by-ready-to-import.png
     
  4. Review the Job information as follows:
    • Acumatica Job ID. Ensure that the Job ID in Acumatica Cloud ERP is accurately reflected here. This will become the 'Project ID/Number' in Procore. 
    • Project Name. Ensure the Project Name in Acumatica Cloud ERP is accurately reflected here. This will correspond to the 'Project Title' in Procore. 
    • Procore Project Template. If you want to apply an existing project template to the new Procore project, select a template from the list. If you do not want to apply a template, choose 'Do Not Apply A Template....'. Note: The selections in this list are created in the Portfolio tool. See Configure a Project Template
  5. For each project line item, accept or reject the project:
    • To accept the job and import as a new Procore project, click Add to Procore
    • To reject the job and prevent it from being imported into Procore as a new project, click the icon-inspections-fail.png icon.