Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™

Objective

Background

Things to Consider

• Required User Permission:
  • '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:
  • Add the  Job to your company's ERP Integrations tool. See Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore.
  • Create and lock the budget:
    • Set Up a New Budget View
      Note: If you will be using the Direct Costs tool on your integrated project, please review this article before setting up a new budget view. See How do I create a Direct Cost column on a configurable budget for ERP integrated projects?
    • Create a Budget Line Item
    • Lock a Budget
  • Update and lock budget:
    • Create a Budget Line Item
    • Create a Budget Modification
    • Lock a Budget
• Restrictions:
  • After using the Integration by Ryvit to export a budget from Procore to Viewpoint® Vista™, the import function to Procore will no longer be available for that job/budget.
  • The following functions will be disabled until the synced data is visible in the JC Original Estimate form:
    • The ability to unlock a Procore budget. See Unlock a Budget.
    • The ability to resend data from Integration by Ryvit to Viewpoint® Vista™. See Integration by Ryvit: Resend a Rejected Budget to ERP Integrations for Accounting Acceptance.
    • The ability to create a budget line item. See Create a Budget Line Item.
    • The ability to create a budget modification. See Create a Budget Modification.

Workflows

Steps

1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
   • First, create the project's budget using these steps:
     • If you are creating a new budget, see Create a Budget Line Item.
       OR
     • If you are updating an existing budget, see Create a Budget Modification.
     • Lock a Budget 
     • Integration by Ryvit: Send a Budget to ERP for Accounting Acceptance
2. An accounting approver will accept the budget (see Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™). Once accepted, the system exports the budget data from Procore and syncs it to Viewpoint® Vista™. 
3. When the export is successful, go to the JC Job Phase for in Integration by Ryvit to review the Original Estimate. See your Integration by Ryvit Help system for instructions.
   After you sync the budget for the first time, you can also sync an updated Procore budget to Integration by Ryvit.

See Also

• Set up a Budget
• Create a Budget Line Item
• Lock a Budget
• Integration by Ryvit: Send a Budget to ERP for Accounting Acceptance