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Procore

Sync Procore Budgets with Spectrum Estimates

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Objective

To learn about the two ways to sync a Procore budget with Spectrum.

Background

There are two ways to sync a Procore budget with Spectrum's Estimates feature: (1) You can export a Procore budget to Spectrum, or  (2) You can import a Spectrum estimate into a Procore budget. 

Things to Consider

  • Required User Permission:
    • '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:
    • The Procore project must already be synced with Spectrum.

Demo

Steps

  1. Determine where you want to create your budget: In Procore or in Spectrum. 
  2. Choose the appropriate option:

See Also