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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' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory.
      Note: To submit a request to be granted this privilege, your company's Procore Administrator must submit request to your Procore point of contact. This privilege can only be granted to individuals 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


Create a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to
ERP Integrations
for Acceptance

Send a CCO to...


START
START


END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance

Resend a...


Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool

See Also

All Viewpoint® Spectrum® marks are owned by Viewpoint, Inc.