Integration By Procore: Viewpoint® Spectrum® Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
PROJECTS			JOBS
PROJECT COST CODES 1 COST TYPES			PHASES COST TYPES
STANDARD COST CODES 1,2 STANDARD COST TYPE			PHASE CATEGORY > PHASES COST TYPE
COMPANIES			VENDORS
BUDGETS			ESTIMATES
BUDGET CHANGES (NEW) 3 BUDGET MODIFICATIONS (LEGACY) 3			REVISIONS
FORECASTING 4			JOB COST PROJECTIONS
COMMITMENTS			SUBCONTRACTS
COMMITMENT CHANGE ORDERS			SUBCONTRACT CHANGE ORDERS
JOB COSTS			JOB COSTS
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS			AR CHANGE REQUESTS

¹ Custom WBS Segments are NOT supported.  
² 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.
³ 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?
⁴ 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?

Projects/Jobs

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Project Number1			Job Code
Project Name			Job Description
Address City State ZIP			Job Address
Job Template2			Division Cost Center Customer Price Type Taxable

¹ Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

² When exporting a job to Viewpoint® Spectrum®, the accounting approver must select a job template.  Job templates are projects that have been setup in Viewpoint® Spectrum® that contain the word 'Template' in the job description.

Cost Codes

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Project Code Code			Phase
Project Code Code Description			Phase Description
Cost Type			Cost Type

Note: Custom WBS Segments are NOT supported.  

Companies/Vendors

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Company Name			Name
Company Address			Address
Company Business Phone			Telephone
Company Business Fax			Fax
Company Email Address			Vendor E-mail
Vendor Type1			Vendor Type
Vendor ID1			Vendor Code

¹ The ERP Vendor Type and the ERP Vendor ID are entered manually by an accounting approver when a company is exported from Procore to Viewpoint® Spectrum®. The Vendor ID entered during export is stored as the ERP Vendor ID (you can view it under Company > ERP Integrations > Vendors > Synced, or under Company > Directory) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

When a Budget is exported from Procore to Viewpoint® Spectrum®, the Original Estimated Cost on Viewpoint® Spectrum® is updated.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Code Code			Phase
Cost Type			Cost Type
Original Budget Amount			Original Cost

Budget Modifications

When a Budget Modification is exported from Procore to Viewpoint® Spectrum®, a Change Request (using your Change Request Status Code 'C' ) is created in Viewpoint® Spectrum® and a Change Request Number is automatically created within Viewpoint® Spectrum®.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Cost Code			Phase
Category			Cost Type
Budget Modification Amount			Estimate Amount
Budget Modification Notes			Notes

Forecasting/Projections

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum® to Procore	Viewpoint® Spectrum®
Project Number1			Job Code
Cost Code			Phase
Cost Type			Cost Type
Estimated Cost at Completion2			Projected Cost

¹ Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Estimated Cost at Completion. Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

² To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to Viewpoint® Spectrum®?

Commitments

When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Subcontract is automatically created in Viewpoint® Spectrum®.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Commitment			Subcontract
Contract Company			Vendor Code
Commitment #			Subcontract Number
Commitment Accounting Method1			Unit Price Contract?
Default Retainage2			Retention %
Commitment Line Item			Subcontract Item
Cost Code			Phase
Cost Type			Cost Type
Description			Description
Unit Cost			Unit Price
Qty3			Orig Quantity
Contract Amount3			Orig Contract

¹ If the Accounting Method is set to Unit/Quantity Based, the Unit Price Contract? field in Viewpoint® Spectrum® will be checked.

² Default Retainage (Ret?) is enabled in the Phase Details tab of the Subcontract and the Retention % is populated within the Invoice Defaults under the Default Tab on the Subcontract in Viewpoint® Spectrum®.

³ If the Accounting Method is set to Unit/Quantity Based, the Qty field in Procore will be exported to the Orig Quantity field. If the Accounting Method is set to Amount Based, then the Contract Amount will be exported to the Orig Contract field instead.

Commitment Change Orders

When Commitment Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code of 'C'.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Project #			Job ID
Change Request Number1			Change Request Number
Description			Change Request Description
Budget Code			Phase
Budget Code			Cost Type
Qty			Quantity
Contract Company			Subcontractor
Commitment #			Subcontract #
Amount			Sub CO Amount
CCO #			Sub CO #
Change Order Date			Sub CO Date

¹ The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the CCO to Viewpoint® Spectrum®.

Job Costs

Import from Viewpoint® Spectrum® only. Cost information is retrieved from Viewpoint® Spectrum® for each PhaseType on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Procore does not sync any AP Invoice or Payroll costs that have a status of In Progress.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Job Cost Report
Job To Date Costs			JTD Cost
Job To Date Actual Units			WTD Quantity

Prime Contract

Import from Viewpoint® Spectrum® only. Contracts are created In the Viewpoint® Spectrum® Accounts Receivable Module. The contract can be imported into the Prime Contracts tool in Procore as long as the contract in Viewpoint® Spectrum® is not a Unit Price Contract, and that the contract contains at least one Schedule of Values item with an amount.

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Prime Contract			Contract
Contract #			Job Code-Customer Code
Title			Job Code & "Prime Contract"
Default Retainage			Retention Percentage
Description			Internal Comments
Start Date			Contract Date
Schedule of Values			Contract
Description			Additional Description
Amount			Orig Contract

Prime Contract Change Orders

When Prime Contract Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code that is provided by the customer at the time of enabling the connector. 

PROCORE	Exports data from Procore to Viewpoint® Spectrum®	Imports data from Viewpoint® Spectrum®  to Procore	Viewpoint® Spectrum®
Project #			Job ID
Change Request Number1			Change Request Number
Description			Change Request Description
Change Order Date			Approved Date
Cost Code			Phase
Cost Type			Cost Type
Estimate Change Amount			Estimate Amount
Billing Item Code			Billing Item
Contract Change Amount			Amount

¹ The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the PCCO to Viewpoint® Spectrum®.

See Also 

• About Procore + Viewpoint® Spectrum®
• Things to Know about Viewpoint® Spectrum®: Integration Details Reference Page