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Procore

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

Objective

To export a commitment in a Procore project to Viewpoint® Spectrum® with the Integration by Procore.

Background

The export process requires action by these users:

  1. Project Manager.
    1. Changes the status of the item in the project's Commitments tool to 'Approved'. 
    2. Sends the item to the company's ERP Integrations tool for acceptance by an accounting approver
  2. Accounting Approver
    1. Reviews the commitment 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 an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.

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 commitment, it must be tied to an existing cost code and category.

Demo

Workflow

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

 

Which type of commitment
will you create?
Which type of commitment...

 

Create a Subcontract
Create a Subcontract

 

Create a
Purchase Order
Create a...

 

Send a Commitment  to ERP Integrations for Accounting Acceptance
Send a Commitment  to...

 

START
START

 

END
END
COMMITMENT EXPORTED TO SPECTRUM
COMMITMENT EXP...
LEGEND
LEGEND
Optional Step
Optional Step

 

Accept the commitment
for export?
Accept the commitment...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVE
APPROVE
APPROVE
APPROVE