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Workflow Diagrams: Dexter + Chaney Spectrum

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Dexter + Chaney Spectrum.


Sync Procore Projects with Spectrum Jobs

Add a Spectrum Job to Procore

Add a Procore Project to Spectrum

Create and Sync Vendors

 

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. 

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Dexter + Chaney Spectrum.

Create and Export CCOs

Follow the steps below to create CCOs in Procore and then export them to Dexter + Chaney Spectrum.

 

 

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Last modified
13:31, 26 Jun 2017

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