Tutorials
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Tutorials
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- (Beta) Create Prime Contract Change Orders
- (Legacy) Create a Purchase Order
- (Legacy) Create a Subcontract
- About the Integration by Procore: Connect Procore to Viewpoint® Spectrum®
- Add a Budget Line Item
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Award a Winning Bid and Convert it into a Purchase Order
- Award a Winning Bid and Convert it into a Subcontract
- Complete a Prime Contract Change Order with DocuSign®
- Configure the Sync Schedule for Procore and Viewpoint® Spectrum®
- Configure the Vendor Type Import Settings for Spectrum
- Create a Budget Modification
- Create a Client Contract Change Order
- Create a Commitment
- Create a Commitment Change Order
- Create a Funding Change Order
- Create a Potential Change Order for a Client Contract
- Create a Potential Change Order for a Funding
- Create a Potential Change Order for a Prime Contract
- Create a Prime Contract Change Order
- Create a Purchase Order from a Change Event
- Create a Subcontract from a Change Event
- Edit a Commitment
- Integration By Procore: Viewpoint® Spectrum® Detailed Data Mapping
- 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: Accept or Reject a PCCO for Export to Viewpoint® Spectrum®
- Integration by Procore: Accept or Reject a Project for Export to Viewpoint® Spectrum®
- Integration by Procore: Add Viewpoint® Spectrum® Standard Cost Codes to a Procore Project
- Integration by Procore: Add a Procore Project 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: Consolidate Duplicate Vendors in Procore's Company Directory
- Integration by Procore: Consolidate and Link Viewpoint® Spectrum® Vendors to Procore Companies
- Integration by Procore: Create and Sync Viewpoint® Spectrum® Vendors and Procore Companies
- Integration by Procore: Delete Project Cost Codes from a Viewpoint® Spectrum® Project
- Integration by Procore: Edit a Commitment Synced With Viewpoint® Spectrum®
- Integration by Procore: Export a CCO to Viewpoint® Spectrum®
- Integration by Procore: Export a Commitment to Viewpoint® Spectrum®
- Integration by Procore: Export a PCCO to Viewpoint® Spectrum®
- Integration by Procore: Export a Procore Budget to Viewpoint® Spectrum®
- Integration by Procore: Export a Procore Company Record to Viewpoint® Spectrum®
- Integration by Procore: Import a Viewpoint® Spectrum® Prime Contract into Procore
- Integration by Procore: Import a Viewpoint® Spectrum® Budget into a Procore Project
- Integration by Procore: Link a Viewpoint® Spectrum® Vendor to a Procore Company Record
- Integration by Procore: Re-import a Viewpoint® Spectrum® Budget into a Procore Project
- Integration by Procore: Re-import a Viewpoint® Spectrum® Prime Contract
- Integration by Procore: Refresh the Vendor List
- Integration by Procore: Request to Connect Procore and Viewpoint® Spectrum®
- Integration by Procore: Request to Import Viewpoint® Spectrum® Cost Types to Procore
- Integration by Procore: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- 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: Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Integration by Procore: Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
- Integration by Procore: Restore an Archived Viewpoint® Spectrum® Vendor for ERP Integrations
- Integration by Procore: Retrieve a Budget from ERP Integrations Before 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: Retrieve a PCCO from ERP Integrations Before Acceptance
- Integration by Procore: Send a Budget to ERP Integrations for Accounting Acceptance
- Integration by Procore: Send a CCO to ERP Integrations for Accounting Acceptance
- Integration by Procore: Send a Commitment to ERP Integrations for Accounting Acceptance
- Integration by Procore: Send a PCCO to ERP Integrations for Accounting Acceptance
- Integration by Procore: Sync Procore Projects with Viewpoint® Spectrum® Jobs
- Integration by Procore: Unlink CCOs Synced with Viewpoint® Spectrum®
- Integration by Procore: Unlink Commitments Synced with Viewpoint® Spectrum®
- Integration by Procore: Unlink a Synced Viewpoint® Spectrum® Vendor
- Integration by Procore: Update Project Cost Codes for Export to Viewpoint® Spectrum®
- Integration by Procore: User Guide
- Integration by Procore: View the Archived Vendors List for Viewpoint® Spectrum®
- Lock a Budget
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Set up a Budget in a New Procore Project
- Sync Procore Budgets with Spectrum Estimates
- Unlock a Budget
- Unlock a Budget with Budget Modifications
- View a Spectrum Job Costs Report
- View an Accountant Report for Spectrum
All Viewpoint® Spectrum® marks are owned by Viewpoint, Inc.