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Export a Budget to Spectrum

Objective

To export a budget from Procore to your company's integrated ERP system

Background

The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
        OR
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

Demo

Workflows

Set Up and Export a Budget

Follow the steps below to either (1) import a Spectrum budget into Procore, or (2) create a budget in Procore and then export it to Dexter + Chaney Spectrum.

Update and Export a Budget

If you need to update a budget in Procore after exporting it to Spectrum, use the workflow below as a guideline. 

Steps

  1. project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Spectrum). Once accepted, the system exports the budget data from Procore and syncs it to your Spectrum system. 
  3. After you sync the budget for the first time, you can also sync an updated Procore budget to Spectrum:
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Last modified
12:45, 5 Jul 2017

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