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Add a Spectrum Job to Procore

Objective

To add a new job in Dexter + Chaney Spectrum and then import it into Procore to create a new project. 

Background

A "job" in Spectrum is equivalent to a "project" in Procore. If you first created a construction job for a customer in Spectrum, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information imported from Spectrum. Synchronized project data includes the following:

Spectrum Term Procore Term
Job Phases Project Cost Code
Job Cost Types Project Cost Code Category
Job Project Name
Spectrum Job Code Project ID/Number
Address Address
Phone Job Phone

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
    • Complete the steps in Dexter + Chaney Spectrum: Setup Guide
    • Ensure that the name of the Spectrum job you plan to import is accurate. The name of the Spectrum job will become the name of the Procore project. 
  • Additional Information:
    • When configured for Dexter + Chaney Spectrum, the ERP Integrations tool supports project imports and standard cost code syncs for Spectrum companies using a three-tiered cost code structure.

Workflow

Steps

  1. Navigate to the ERP Integrations tool.
    This reveals the Spectrum Integrations page. 
  2. Click the Jobs subtab. 
  3. In the 'Filters' menu, click Ready to Import.
    This reveals the 'Jobs Only in Spectrum' list. It summarizes jobs that can be imported by Job Number, Project Name, and Status
    Note: To appear in the 'Ready to Import' list, the project must be in the 'Active' status and the 'Major Group Start' and 'End Position' fields must be completed in Spectrum.
  4. Locate the Spectrum job that needs to be imported to Procore.
    (Note: If you have a long list of projects, use the advanced search and filter options). 
  5. If you want to apply a Procore project template to the new project, select one from the Procore Project Template list. See Configure a Project Template
  6. Click Add to Procore.
    This syncs the data from the Spectrum job with the Procore project.

    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. 

  7. After the sync is complete, click the Synced link in the 'Filters' menu to view the newly created Procore project
    Note: The name of the Spectrum job is used as the Procore project name. 
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Last modified
12:46, 26 Jun 2017

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