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Procore

Permissions

This page details the Procore tools and minimum permissions required to complete specific tasks when using the Integration by Ryvit. 

Company Level Tools

Admin Tool

Task None Read-Only Standard Admin
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™       icon_checkmark_h17.png

ERP Integrations Tool

Task Read-Only Standard Accounting Approver1 Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore   icon_checkmark_h17.png2    
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project       icon_checkmark_h17.png
Integration by Ryvit: Archive a Company Record in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies       icon_checkmark_h17.png4
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore       icon_checkmark_h17.png
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Restore an Archived Procore Company   icon_checkmark_h17.png          icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Search the ERP Integrations Tool icon_checkmark_h17.png      
Integration by Ryvit: Setup the Ryvit Service to Connect Procore to Viewpoint® Vista™ 3 Requires permission to create accounts in  Integration by Ryvit
Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs       icon_checkmark_h17.png
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record       icon_checkmark_h17.png
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™        
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Viewpoint ® Vista™ and requires the user to have permission to create accounts.

4 This task also requires 'Admin' level permission to the Company Directory.

Project Level Tools

Admin Tool

Task None Read-Only Standard Admin
Integration by Ryvit: Refresh the Viewpoint® Vista™ Phase Codes on a Project       icon_checkmark_h17.png

Budget Tool

Task None Read-Only Standard Admin
Integration by Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

Directory Tool

Task None Read-Only Standard Admin
Integration by Ryvit: Create and Sync Vendors withViewpoint® Vista™       icon_checkmark_h17.png1
Integration by Ryvit: Export a Vendor/Company to the Viewpoint® Vista™     icon_checkmark_h17.png2 icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png1
Integration by Ryvit: Resend a Rejected Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Send a Procore Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

1 This task also requires 'Admin' level permission to the ERP Integrations tool. 

2 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

Prime Contract Tool

Task None Read-Only Standard Admin
Integration by Ryvit: Export a PCCO to Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Prime Contract Change Order for Export to Viewpoint® Vista™     icon_checkmark_h17.png1 icon_checkmark_h17.png
Integration by Ryvit: Send a Prime Contract Change Order to ERP Integrations for Accounting Acceptance     icon_checkmark_h17.png1 icon_checkmark_h17.png
Integration by Ryvit: Resend a Rejected Primee Contract Change Order to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role?  


The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.

 

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