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Procore

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

Objective

To export a budget from Procore to your company's integrated ERP system

Background

The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
        OR
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

Video

Workflows

Set Up and Export a Budget

Follow the steps below to either (1) import a Viewpoint® Spectrum® budget into Procore, or (2) create a budget in Procore and then export it to Viewpoint® Spectrum® with the Integration by Procore.

 

How do you want to set up the project's budget in Procore?
How do you want to set up the...

 

Import a Budget from a Viewpoint® Spectrum®
Import a Budget from a...

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO SPECTRUM
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

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

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
BUDGET IMPORTED TO PROCORE
BUDGET IMPORTE...

Update and Export a Budget

If you need to update a budget in Procore after exporting it to Viewpoint® Spectrum® with the Integration by Procore, use the workflow below as a guideline.

 

Add a Partial Budget Line Item
Add a Partial Budget L...

 

START
START

 

END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Budget Modification
Create a Budget Modifi...

 

Delete a Budget
Line Item
Delete a Budget...

 

Send a Budget to ERP Integrations for Accounting Acceptance
Send a Budget to ERP Integ...

 

Do you need to update the project's budget in Procore?
Do you need to update the proj...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
BUDGET EXPORTED TO SPECTRUM
BUDGET EXPORTE...
UPDATE OPTIONS
UPDATE O...

Steps

  1. project manager ( or user with 'Admin' permission on the Budget tool) will:
  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