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Procore

Unlink PCCOs Synced with Viewpoint® Spectrum®

Objective

To unlink a Prime Contract Change Order (PCCO) that has been synced between Procore and Viewpoint® Spectrum®.

Background

When a Procore project's PCCOs are synced with Viewpoint® Spectrum®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a PCCO from Procore and then discover that the PCCOs data was entered incorrectly. When this occurs, the record first needs to be deleted in Viewpoint® Spectrum®. Next, use the steps below to unlink the record. Finally, delete the PCCO in Procore. You can then re-enter the correct information so it can be exported to Viewpoint® Spectrum®.

 Note

To sever the connection between a PCCO in Procore and Viewpoint® Spectrum®, always complete these steps in the order specified:

  1. Delete the PCCO in QuickBooks®. See your Viewpoint® Spectrum® documentation for steps.
  2. Continue with the Steps below. 

Things to Consider

  • Required User Permissions:
    • 'Admin' on the project's Prime Contracts tool. 
      AND
    • 'Standard' or 'Admin' on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:
    • Delete the commitment in Viewpoint® Spectrum®. See your Viewpoint® Spectrum® documentation for steps.

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Prime Contract Change Orders
  3. Locate the desired PCCO under Change Orders - Sucessfully Synced with Viewpoint® Spectrum®
  4. Click Unlink.
    • If the unlink action is successful, the 'Successful Unlinked' message appears in GREEN.
    • If the unlink action is not successful, the "The PCCO is still in Viewpoint® Spectrum®. Please delete it before retrying" message appears in RED. 

      unlink-commitments-synced-with-erp.png

See Also

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