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Procore

Integration by Procore: Add Viewpoint® Spectrum® Standard Cost Codes to a Procore Project

Objective

How to add Viewpoint® Spectrum® Standard Cost Codes to a Procore project using the Integration by Procore.

Background

During the course of a construction project, commitments, and commitment changes orders get created. When this happens, the need to add new cost codes to the Procore project might arise. When you create new cost codes in Viewpoint® Spectrum®, the Integration by Procore syncs those codes with Procore's company level cost codes. You can then use the steps below to copy all the new codes to your Procore project. 

Things to Consider

Steps

Add Viewpoint® Spectrum® Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
    This reveals the Admin page.
  2. Under Project Settings, click Cost Codes.
    This opens the cost codes page. The area on the left shows the Viewpoint® Spectrum® Standard Cost Codes list and the Project Cost Codes in Procore are on the right side of the page. 
  3. In the list on the left, choose one of the following:
    • Click the Copy All Codes button to move all of the codes to the list on the right.  
      copy-all-erp-cost-codes.png
      OR
    • Highlight the desired cost code(s) and click Copy Selected Codes. This moves only the selected cost code to the project cost codes list.
      copy-selected-erp-cost-codes.png
      You have successfully added the Viewpoint® Spectrum® Standard Cost Codes to a project. 
    • NOTE: If a cost code was archived, you cannot add it to a project unless you first unarchive it. See How do I archive and unarchive a cost code?

​Update the Project Cost Codes Cost Type Assignment

  1. Navigate to the project's Admin tool.
    This reveals the 'General Project Information' page. 
  2. Under Project Settings, click Cost Code Cost Type Assignments.
    This reveals the 'Cost Code Cost Type Assignments' page. 
  3. For every cost code in your project's list, mark one or more checkboxes to assign the code to a cost type (or cost types).
    delete-erp-cost-code-type-assignments.png
    Note: This cost type abbreviations in this list are populated with the abbreviations that have been imported from Viewpoint® Spectrum®. For more information, see What are Standard Cost Types in the Cost Types Configuration Page? 
  4. Click Save.
  5. Continue with Resend the Project Cost Codes to ERP Integrations.

Resend the Project Cost Codes to ERP Integrations

Now that you've added the new cost code(s) and updated the cost type assignment(s) in the Admin tool, you'll need to send those changes to the ERP Integrations tool so it can be reviewed by an accounting approver.

  1. Navigate to the Admin tool.
    OR
    Under 'Project Settings', click General.
  2. Under the 'Project Settings' menu in the right pane, click General.
    Note: A banner appears across the top of the page to notify you when a project has new cost codes or cost types that need to be synced with Viewpoint® Spectrum®. 

    new-erp-cost-codes-banner.png
  3. Click Re-send to ERP.

    send-to-erp.png

    ​Procore sends the new cost code and cost type data to the ERP Integrations tool. A banner appears across the top of the page to indicate that the project data in the Admin tool currently being reviewed by an accounting approver.  While the project data is being reviewed, users cannot make changes in the Admin tool. 
    The next step is for the accounting approver to complete the steps in Integration by Procore: Update Project Cost Codes for Export to Viewpoint® Spectrum®.

See Also