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Procore

Integration by Procore: Export a CCO to Viewpoint® Spectrum®

Objective

To export a Commitment Change Order (CCO) to Viewpoint® Spectrum® using the Integration by Procore.

Background

The export process requires action by these users:

  1. Project Manager.
    1. Creates a Commitment Change Order (CCO). 
    2. Sends the item to the company's ERP Integrations tool for acceptance by an accounting approver
  2. Accounting Approver
    1. Reviews the item in the ERP Integrations tool.
    2. Submits an 'Accept' or 'Reject' response in the ERP Integrations tool:
      • An 'Accept' response exports the item to the integrated ERP system.
        OR
      • A 'Reject' response does NOT export the item to integrated ERP system. Instead, the item is returned to the project level tool for correction and resubmission. 

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
  • Limitations:
    • To add a Schedule of Values (SOV) line item to a CCO, it must be tied to an existing cost code and category.

Demo

Workflow

Follow the steps below to create CCOs in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.

 

See Also