Integration by Procore - User 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
Integration by Procore: Request to Enable ERP Integrations for Viewpoint® Spectrum®
Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum®
Budget
Task	Standard	Admin	Procore point of contact
Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Integration by Procore: Retrieve a Budget from ERP Integrations Before Acceptance
Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance
Commitments
Task	Standard	Admin	Procore point of contact
Delete a Commitment Synced with Spectrum
Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum®	1
Integration by Procore: Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Integration by Procore: Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Integration by Procore: Retrieve a CCO from ERP Integrations Before Acceptance
Integration by Procore: Retrieve a Commitment from ERP Integrations Before Acceptance
Integration by Procore: Retrieve a Company from ERP Integrations Before Acceptance
Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance
Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance
Directory
Task	Standard	Admin
Integration by Procore: Consolidate Duplicate Vendors in the Company Directory
Integration by Procore: Create and Sync Vendors with Viewpoint® Spectrum®		2
Integration by Procore: Resend a Rejected Company to ERP Integrations for Accounting Acceptance
Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor in ERP Integrations
Integration by Procore: Send a Procore Company to ERP Integrations for Accounting Acceptance
ERP Integrations
Task	Standard	Admin	+ Accounting Approver
Integration by Procore: Accept or Reject a Budget for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a CCO for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a Commitment for Export to Viewpoint® Spectrum®
Integration by Procore: Accept or Reject a Company for Export to Viewpoint® Spectrum®
Integration by Procore: Add a Viewpoint® Spectrum® Job to Procore
Integration by Procore: Add a Viewpoint® Spectrum® Vendor to the Company Directory
Integration by Procore: Archive a Viewpoint® Spectrum® Vendor in Procore
Integration by Procore: Configure Advanced Settings: ERP Integrations for Viewpoint® Spectrum®
Integration by Procore: Configure Advanced Settings
Integration by Procore: Configure the Vendor Type Import Settings for Viewpoint® Spectrum®
Integration by Procore: Export a Budget to Viewpoint® Spectrum®
Integration by Procore: Export a CCO to Viewpoint® Spectrum®
Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company	3,4	3,4
Integration by Procore: Export a Commitment to Viewpoint® Spectrum®
Integration by Procore: Export a Vendor/Company to Viewpoint® Spectrum®
Integration by Procore: Refresh the Vendor List
Integration by Procore: View a Spectrum Job Costs Report
Integration by Procore: View an Accountant Report for Viewpoint® Spectrum®
Integration by Procore: View the Archived Vendors List for Viewpoint® Spectrum®

¹ Also requires the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' 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 Project Permissions Template.

² 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 Project Permissions Template.

³ Also requires the 'Admin' level permission on the ERP Integrations tool.

⁴ Access permission to both the Company and Project Directory is not required to create a link.