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Update Project Cost Codes for Export to Dexter + Chaney Spectrum

Objective

To review new cost code and category assignments in a Procore project and approve those codes and categories for export to Spectrum.

Background

If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Spectrum Standard Cost Code List (see Add Spectrum Standard Cost Codes to a Project), a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver.

Important! Before you can export any contracts or contract change orders to Spectrum, you must always update the project's cost codes first. 
The accounting approver then reviews the new cost codes and category assignments in the ERP Integrations tool and then updates the codes as described in the Steps below.  This approves the cost code updates in Procore and gives Procore the permission it needs to export those codes to Spectrum, so your Procore project and the Spectrum job are in sync. 

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:
  • Additional Information:
    • If a new cost code that already has a different category assignment in Procore is approved/updated, both category assignments will be tied to the cost code.
    • Existing cost code descriptions in Spectrum will not be overwritten. For example, if the cost code already has a description in Spectrum that's different from the Standard Cost Code's description that appears in Procore, the cost code's description in Spectrum will stay the same.

Steps

Review Projects

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Spectrum Integration page. 
  2. Click the Jobs tab.
    This reveals the Jobs Only In Spectrum list. 
  3. Under Filters, click Ready to Update.
    This reveals a list of all the Procore projects that can be exported to Spectrum.
  4. Click View Requested Updates

    dcs-view-requested-updates.png

    This reveals the 'Cost Codes for Update' window. 
  5. Review the new cost codes. 
    Note: You cannot make any changes to cost codes or category assignments in this window. These checkboxes are grayed out and unavailable.

    dcs-cost-codes-for-update.png
     
  6. Click the close (x) to exit out of the 'Cost Codes for Update' window.
  7. If you are ready to accept the new cost codes, click Update
    The system will export the new codes codes in Procore to your integrated Spectrum system during the next data sync. See How often can I sync data between Spectrum and Procore?
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