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About the Integration by Procore: Connect Procore to Viewpoint® Spectrum®

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Objective

To use the Integration by Procore to connect Procore to Viewpoint® Spectrum®. 

Integration Map


Procore		 Exports data from Procore to Viewpoint® Spectrum® Imports from Viewpoint® Spectrum® to Procore
INTEGRATION BY PROCORE
Connects Procore to Viewpoint® Spectrum®
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS
STANDARD COST CODES3
STANDARD COST TYPE		   erp-green-arrows.png PHASE CATEGORY>PHASES
COST TYPE
PROJECTS
COST CODES
COST TYPES		 erp-orange-arrows.png erp-green-arrows.png JOBS
PHASES
COST TYPES
COMMITMENTS erp-orange-arrows.png   SUBCONTRACTS
COMMITMENT CHANGE ORDERS (CCOs) erp-orange-arrows.png   SUBCONTRACT CHANGE ORDERS

ORIGINAL BUDGET

 

BUDGET MODIFICATIONS1

 

FORECASTING2

erp-orange-arrows.png

erp-orange-arrows.png

erp-orange-arrows.png

 erp-green-arrows.png

ESTIMATES

 

ESTIMATES

 

JOB COST PROJECTIONS
JOB COSTS   erp-green-arrows.png JOB COSTS
PRIME CONTRACT   erp-green-arrows.png PRIME CONTRACT
 
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   AR CHANGE REQUESTS
 

 

1 The Integration by Procore syncs budget modifications created in Procore to Viewpoint® Spectrum®. See Can I export Procore budget modifications to an integrated ERP system?

2 Exports the 'Estimated Cost at Completion' values from a Procore budget to Viewpoint® Spectrum®. See How do I export cost forecast data from a Procore Budget to ERP?

3 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.

 

Key Benefits

The Integration by Procore provides you with these benefits:

  • Avoid errors and dual entry with synchronized project cost data. 
  • Access real-time financial information from Viewpoint® Spectrum®. 
  • Your Accounting Team retains full control over exporting Procore data to Viewpoint® Spectrum®. 

Supported Features

  • Connect Viewpoint® Spectrum® Vendor Records to Procore Company Records in the Directory tool. 
  • Import new Viewpoint® Spectrum® jobs to create Procore projects.
  • Sync Viewpoint® Spectrum® project phases and cost types to Procore. 
  • Export commitments (i.e., purchase orders and subcontracts) created in Procore's Commitments tool to create subcontracts in Viewpoint® Spectrum®.
  • Sync Viewpoint® Spectrum® Original Estimate/Budget with Procore.
  • Sync Viewpoint® Spectrum® job costing information to Procore. 
  • Import one (1) Viewpoint® Spectrum® Prime Contract to one (1) Procore project. 
  • Export Prime Contract Change Orders (PCCOs) to Viewpoint® Spectrum®.

Requirements

  • Company Administrator permissions to the Procore web application
  • Procore + Viewpoint® Spectrum® Construction Software Connector
  • Viewpoint® Spectrum® Data Exchange. Note: If you do NOT currently have this app, it is available for purchase from Viewpoint® Spectrum®.
  • A compatible edition of Viewpoint® Spectrum® Construction Software (see Software Compatibility below)

Software Compatibility

Supported Editions

The Integration by Procore supports these US editions of Viewpoint® Spectrum®:

  • Viewpoint® Spectrum® 2022 R2, 2022 R3, 2023 R1, 2023 R2
  • Cloud Version (self-hosted or hosted by Viewpoint)

*Procore's validation of Viewpoint® Spectrum® version 2023 R2 is now complete. Support will end soon for Viewpoint® Spectrum® version 2022 R2. 

WHen do supported versions change?

When a new version of Viewpoint® Spectrum® is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Viewpoint® Spectrum® version 2022R2, version 2021R1 will no longer be supported for use with the integration. 

Limitations

Before your company starts using the Integration by Procore to connect Procore to Viewpoint® Spectrum®, please review the Integration Map above to learn about the available features. It is also important to be aware of the limitations listed below. Keep in mind that your company may have different requirements and processes, so your environment may have unique limitations not listed here. If you have any questions, please send an email to your Procore point of contact:

  • This integration is designed for use ONLY on new construction jobs/projects.
    Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
  • This integration does NOT sync the following Procore items to Viewpoint® Spectrum®:
    • Prime Contract Tool
      • Viewpoint® Spectrum® Prime Contracts
        Note: You can sync Prime Contract Change Orders (PCCOs) from Procore to Viewpoint® Spectrum®. However, you cannot sync change orders from Viewpoint® Spectrum® to Procore. 
      • Owner Invoices and Payments
    • Commitments Tool
      • Subcontractor Invoices and Payments
    • Timecard Tool
      • Timecards
    • Timesheets Tool
      • Timesheets
  • This integration does NOT support the following items:
    • Commitment Imports
      You cannot import commitments from Viewpoint® Spectrum® into Procore.
    • Multiple Standard Cost Code Lists
      Although Viewpoint® Spectrum® supports multiple Standard Cost Code lists, the Integration by Procore requires you to choose one (1) Viewpoint® Spectrum® Cost Code list per integration. 
    • Sub Jobs
      The sub job feature is NOT supported with this integration. Sub jobs are always disabled in Procore projects that integrate with Viewpoint® Spectrum®. While both Jobs and Master Jobs can be imported into Procore, each must run as a separate and unique project in Procore.
    • Multiple Viewpoint® Spectrum® Companies
      For each Procore company account, the integration is designed to support one (1) Viewpoint® Spectrum® company.
    • Viewpoint® Spectrum® Purchase Order Module
      While you can create purchase orders in Procore, purchase orders are exported to Viewpoint® Spectrum® as subcontracts. Procore purchase orders do NOT integrate with the Viewpoint® Spectrum® purchase order module. 

Terminology

For your use with the Integration by Procore, this table documents a list of commonly used Viewpoint® Spectrum® terms and its Procore equivalent. 

Viewpoint® Spectrum® Term

Procore Term
Job Project
Phases Cost Code
Cost Type Categories

Demo

To learn more about integrating your company's Procore construction projects with Viewpoint® Spectrum®, visit this page on the Procore website:

https://www.procore.com/accounting-integrations

See Also