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

Objective

Background

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 a request to your Procore point of contact. This privilege can only be granted to individuals by Procore. 
• Prerequisites:
  • Complete the steps in the Viewpoint® Spectrum® Connector: Setup Guide.
  • The Procore project must be synced with a job record in Viewpoint® Spectrum®. See Add a Viewpoint® Spectrum® Job to Procore.
    Note: To determine if a Procore project is synced with Viewpoint® Spectrum®, see How can I tell if a Procore project is synced with an integrated ERP system?
  • Create a budget:
    • If you are using the Budget tool, see Create a Budget Line Item or Add a Partial Budget Line Item.
    • If you have set up a budget view, your view must include all of the columns that are required by your Viewpoint® Spectrum®. See Set Up a New Budget View. 
    • The budget must also be locked before the export. See Lock a Budget. 
  • Update a budget:
    • If you are updating a Procore budget that has been synced with Viewpoint® Spectrum®, see Add a Partial Budget Line Item and Create a Budget Modification. 
• Limitations:

  • Sub Jobs are NOT supported.

• Restrictions:
  • After exporting a Procore budget to Viewpoint® Spectrum®, you will not be able to unlock the Procore budget until the exported original budget amount has come back into Procore on the Job Cost Report. 
    • To determine if the job costs have come back into Procore from Viewpoint® Spectrum®, follow the steps in this article: View a Viewpoint® Spectrum® Job Costs Report.

Video

Workflows

Steps

1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
   • First, create the project's budget:
     • If you are creating a new budget, see Create a Budget Line Item.
       OR
     • If you are updating an existing budget, see Create a Budget Modification.
     •  Lock a Budget
   • Then, send the budget to the ERP Integrations tool for acceptance by an accounting approver. See Send a Budget to ERP Integrations for Accounting Acceptance. 
2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Viewpoint® Spectrum®). Once accepted, the system exports the budget data from Procore and syncs it to your Viewpoint® Spectrum® system. 
3. After you sync the budget for the first time, you can also sync an updated Procore budget to Viewpoint® Spectrum®. See Create a Budget Line Item and Create a Budget Modification. 

See Also

• Set up a Budget
• Create a Budget Line Item
• Lock a Budget
• Send a Budget to ERP Integrations for Accounting Acceptance
• Accept or Reject a Budget for Export to Viewpoint® Spectrum®
• Sync Procore Budgets with Viewpoint® Spectrum® Estimates