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Procore

Glossary

 

# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z


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Active Project

Active Project. Place a mark in this checkbox. This is a required step for the Procore + Viewpoint® Spectrum® integration.

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Enter a Comment

Enter a Comment. Type a reason for your rejection in this box.

Enter Description

Enter Description. It is recommended that you enter the commitment number in this box. 
Important! This box only appears if your company has enabled the 'Enable Custom CCO Title/Description When Exporting to Viewpoint® Spectrum® feature for the ERP Integrations tool. To enable this optional feature, a user who has been granted 'Admin' level permission to the ERP Integrations tool must submit an email request to your Procore point of contact.

Export

Export. Click this button to export the selected item. 
This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful. 

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Legal Statement

All Viewpoint® and Spectrum® marks are owned by Viewpoint, Inc.

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OK

OK. In the confirmation message that appears, click OK to acknowledge that once the accepted budget is exported, you will not be able to import a budget from your integrated ERP system into Procore.

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Project Address

Project Address. Enter the job site's physical address. If your company is adding a project for use with with the Viewpoint® Spectrum® integration, do NOT enter commas (,) in the Project Address field.

Notes:

Project Name

Project Name. Enter a name for the construction project. When the ERP Integrations tool is enabled for Viewpoint® Spectrum®, the Project Name is limited to a maximum of twenty five (25) characters in length. This value displays in a variety of places in the Procore web application, including the Select a Project menu, CSV and PDF exports, and custom reports.

Project Template

Project Template. If this is the first project you are creating for Viewpoint® Spectrum® choose 'Do Not Apply a Template'. If you have previously created a project and set up one or more project templates for your company account, select the desired template. 
Notes:

  • This field is only visible and available when the project templates feature is enabled on your company's Procore account.
  • To select a template from the list, the desired project template must be active. See Configure a Project Template.

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Reject (Option Button)

Reject. Choose this option button to indicate that you are rejecting the item for export.

Reject (Button)

Reject. Click this button to reject the item.

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Spectrum Job ID

Spectrum Job ID. Enter the Viewpoint® Spectrum® Spectrum Job ID for the construction project.

Spectrum Vendor ID

Spectrum Vendor ID. Enter the Viewpoint® Spectrum® Spectrum ID for the vendor in this box.

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