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Procore

Permissions

Integration by Procore

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Viewpoint® Spectrum®. 

Admin
Task Standard Admin Procore point of contact
Enable the ERP Integrations Tool     icon_checkmark_h17.png
Integration by Procore: Request to Enable ERP Integrations for Viewpoint® Spectrum®   icon_checkmark_h17.png  
Budget
Task Standard Admin  
Create a Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Budget Modification icon_checkmark_h17.png icon_checkmark_h17.png  
Import a Budget (CSV) icon_checkmark_h17.png icon_checkmark_h17.png  
Lock a Budget   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Budget from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Commitments
Task Standard Admin  
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a CCO from a Change Event   icon_checkmark_h17.png1  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Edit a Commitment (Unsynced) icon_checkmark_h17.png3 icon_checkmark_h17.png  
Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum® icon_checkmark_h17.png3 icon_checkmark_h17.png  
Integration by Procore: Request to Delete a Commitment Synced with Viewpoint® Spectrum®   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a CCO from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Commitment from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon_checkmark_h17.png  
Add a Company to the Project Directory icon_checkmark_h17.png4 icon_checkmark_h17.png  
Integration by Procore: Consolidate Duplicate Vendors in the Company Directory   icon_checkmark_h17.png  
Integration by Procore: Create and Sync Vendors with Viewpoint® Spectrum®   icon_checkmark_h17.png5  
Integration by Procore: Link a {{integrations_DexterChaney}{ Vendor to a Procore Company   icon_checkmark_h17.png  
Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor in ERP Integrations icon_checkmark_h17.png    
Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Integration by Procore: Accept or Reject a Budget for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a CCO for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a Commitment for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Add a Viewpoint® Spectrum® Job to Procore icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®    icon_checkmark_h17.png  
Integration by Procore: Configure Advanced Settings   icon_checkmark_h17.png  
Integration by Procore: Configure the Vendor Type Import Settings for Viewpoint® Spectrum®   icon_checkmark_h17.png  
Integration by Procore: Export a Budget to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Procore: Export a CCO to Viewpoint® Spectrum® icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Refresh the Vendor List   icon_checkmark_h17.png  
View a Spectrum Job Costs Report   icon_checkmark_h17.png  
View an Accountant Report for Spectrum   icon_checkmark_h17.png  
View the Archived Vendors List for Spectrum   icon_checkmark_h17.png  

1 Also requires 'Standard' level permission or higher on the Change Events tool. 

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks.See Grant Granular Permissions in a Permission Template

4 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Permission Template.

5 Also requires the 'Admin' level permission on the ERP Integrations tool.

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