Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project
Objective
To add Company Level 'Integration by Ryvit Standard Cost Codes' to a 'Project Cost Codes' list in Procore.
Background
During the course of a construction project, commitments, and commitment changes orders are created. When this happens, a need to add new phase codes to the Integration by Ryvit might arise. You will also need to add those phase codes to your Procore project. When you create a new phase code in Integration by Ryvit, those codes are synced with your Integration by Ryvit Standard Cost Code List in Procore's Company level Admin tool. After the codes are synced, you can then use the Steps below to copy the Integration by Ryvit Standard Cost Code List to the Project Cost Codes list.
Things to Consider
- Required User Permissions:
- 'Admin' level permission on the ERP Integrations tool.
- Prerequisites:
- The ERP Integrations tool must be enabled on the project. See Request to Enable ERP Integrations for Integration by Ryvit.
- The Job from the integrated ERP system must be added as a Procore project. See Add a Integration by Ryvit Job to Procore.
Steps
- Add Standard Cost Codes to a Project
- Update the Cost Code Cost Type Assignments
- Resend the Project Cost Codes to ERP
Add Standard Cost Codes to a Project
- Navigate to the Project level Admin tool.
- Under 'Project Settings', click the Work Breakdown Structure link.
- In the 'Segments' list, click the Cost Codes link.
- Click the Cost Codes from Company button.
- In the 'Add Cost Codes to this Project' window, choose from these options:
- To copy all of your company's cost codes to the project, click the Select All Cost Codes button.
- To copy only selected cost codes, expand and collapse the desired segment items and then highlight the segment items to copy.
- Click the Add button.
Update the Project Cost Code Cost Type Assignment
- Navigate to the project's Admin tool.
This reveals the 'General Project Information' page. - Under 'Project Settings', click Cost Code Cost Type Assignments.
This reveals the 'Cost Code Cost Type Assignments' page. - For every cost code in your project's list, mark one or more checkboxes to assign the code to a cost type (or cost types).
Note: The cost type abbreviations in this list are populated with the abbreviations that have been imported from your Integration by Ryvit system. For more information, see What are Standard Cost Types in the Cost Types Configuration Page? - Click Save.
- Continue with Resend the Project Cost Codes to ERP.
Resend the Project Cost Codes to ERP
Now that you've added the new cost code(s) and updated the cost type assignment(s) in the Admin tool, you'll need to send those changes to the ERP Integrations tool so it can be reviewed by an accounting approver.
- Navigate to the project's Admin tool.
OR
Under Project Settings, click General. - Under the 'Project Settings' menu in the right pane, click General.
Note: A banner appears across the top of the page to notify you when a project has new cost codes or cost types that need to be synced with Integration by Ryvit.
- Click Re-send to ERP.
Note: If the Re-send to ERP button is grayed out and unavailable, hover your mouse cursor over the button to view a tooltip showing the reason.
Procore sends the new cost code and cost type data to the ERP Integrations tool. A banner appears across the top of the page to indicate that the project data in the Admin tool currently being reviewed by an accounting approver. While the project data is being reviewed, users cannot make changes in the Admin tool.- The next step is for the accounting approver to complete the steps in Update Project Cost Codes for Export to Integration by Ryvit.