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Sync Procore Budgets with Spectrum Estimates

Objective

To learn about the two ways to sync a Procore budget with Spectrum.

Background

There are two ways to sync a Procore budget with Spectrum's Estimates feature: (1) You can export a Procore budget to Spectrum, or  (2) You can import a Spectrum estimate into a Procore budget. 

Things to Consider

  • Required User Permission:
    • '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:
    • The Procore project must already be synced with Spectrum.

Demo

Steps

  1. Determine where you want to create your budget: In Procore or in Spectrum. 
  2. Choose the appropriate option:
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