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Procore

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Viewpoint® Spectrum®.


Sync Procore Projects with Viewpoint® Spectrum® Jobs

 

Where do you want to create the job/project?
Where do you want to cr...

 

Create a New Job in Viewpoint® Spectrum®
Create a New Job in Vi...

 

Add a Procore Project to Viewpoint® Spectrum®
Add a Procore Project...
PROCORE
PROCORE
SPECTRUM
SPECTRUM

 

Add a Viewpoint® Spectrum® Job to Procore
Add a Viewpoint® Spectrum...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
JOB SYNCED TO SPECTRUM
JOB SYNCED TO S...
JOB SYNCED TO PROCORE
JOB SYNCED TO P...

 

Accept or Reject a Project for Export to Viewpoint® Spectrum®
Accept or Reject a Pro...

Add a Viewpoint® Spectrum® Job to Procore

LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Create a New Job in Viewpoint® Spectrum®
Create a New Job in Vi...

 

Add a Viewpoint® Spectrum® Job to Procore
Add a Viewpoint® Spectrum...

 

END
END
JOB SYNCED TO PROCORE
JOB SYNCED TO P...

 

START
START

Add a Procore Project to Viewpoint® Spectrum®

Create and Sync Vendors

 

Create a Vendor in Viewpoint® Spectrum®
Create a Vendor in Vie...
PROCORE
PROCORE
SPECTRUM
SPECTRUM

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the...

 

Does the matching company record already exist in Procore?
Does the matching company recor...

 

Where did you create the Company in Procore?
Where did you create the...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Add a Viewpoint® Spectrum® Vendor to Procore's Company Directory
Add a Viewpoint® Spectr...

 

Does the matching vendor record already exist in Viewpoint® Spectrum®?
Does the matching vendor record already e...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in Viewpoint® Spectrum® to Matching Companies in Procore
Link Vendors in Viewpoint®...

 

Export a Vendor/Company to Viewpoint® Spectrum®
Export a Vendor/Company t...

 

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...

Create and Export Commitments

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

Create and Export CCOs

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