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Procore

Integration by Ryvit: Export a PCCO to Viewpoint® Vista™

Objective

How to export a Prime Contract Change Order (PCCO) created in Procore to Viewpoint® Vista™ using the Integration by Ryvit.

Things to Consider

  • Required User Permissions:
    • '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 ERP Integrations tool must be enabled on the company account. The tool must also be configured to work with the Integration by Ryvit. See Integration by Ryvit: Setup Guide.

Workflow

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Viewpoint® Vista™ using the Integration by Ryvit.


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Send a PCCO to
ERP Integrations for Accounting Acceptance

Send a PCCO to...


END
END
PCCO EXPORTED TO VIEWPOINT® VISTA™
PCCO EXPORTED TO VIE...


Edit a PCCO
Edit a PCCO


Accept or Reject
a PCCO for Export to 
Viewpoint® Vista™ 
Accept or Reject...
What is your Prime Contract Change Order Tier Setting?
What is your Prime Contract...


START
START


Create a Change Order Request (COR)
Create a Change Order...
Create a Prime Contract Change Order (PCCO)
Create a Prime Contrac...


Resend a
Rejected PCCO to
ERP Integrations for Accounting Acceptance

Resend a...
1-Tier
1-Tier
2- or 3-Tier
2- or 3-Tier
2-Tier
2-Tier
3-Tier
(uncommon)
3-Tier...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Prime Contracts Tool
Procore Prime Contracts To...
ERP Integrations Tool
ERP Integrations Tool

See Also

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.