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Refresh the ERP Cost Codes on a Sub Job

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Objective

To refresh the cost code list at the Project level to match the cost code list that's defined in [Your ERP Software] on the Job. 

Background

If you (or someone at your company) updates the Codes Types or Cost Codes on the Job in [Your ERP Software], you can use the steps below refresh those changes to a project's cost code list.

Example

Let's say your company's Procore account is configured to use the ERP Integrations tool with [Your ERP Software]. When you initially set up the ERP Integration, you and your Procore point of contact successfully synced the cost codes from your [Your ERP Software] system with the [Your ERP Software] Project Cost Code list in Procore's Company level Admin tool.


Now, your accounting team has recently added a new cost code to your 'Job' in [Your ERP Software]. Assuming the new cost code in [Your ERP Software] is synced with the [Your ERP Software] Cost Code list in the Company level Admin tool, the next step is to refresh the list in the Admin tool to the list in your project's Admin tool. If you have multiple projects, you'll need to refresh each project's cost code list as described below.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the project's Admin tool
  • Prerequisites:
  • Supported Cost Code Delimiters:
    •  If your company has enabled the ERP Integrations tool for [Your ERP Software], Procore permits the following cost code delimiters from [Your ERP Software]: hyphen/dash (-). 

Steps

  1. Navigate to the project's Admin tool. 
  2. Under Project Settings, click Work Breakdown Structure.
  3. Under Segments, click Sub Jobs. 
  4. Click Refresh Cost Codes.

    A GREEN banner appears to indicate that a refresh is in progress. When the banner disappears, the refresh is complete. 

See Also