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:
  • Complete the steps in Integration by Ryvit: Add a Integration by Ryvit Job to Procore.
  • If you are setting up and syncing your project's budget for the first time, complete these steps:
    • 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?
    • Add a Budget Line Item
    • Lock a Budget
  • If you have already synced your budget and want to sync the updates made in Procore, complete these steps before exporting your updated budget to Integration by Ryvit:
    • Add a Budget Line Item
    • Create a Budget Modification
    • Lock a Budget
• Limitations:
  • 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 are disabled in Procore until all synced data is visible in Integration by Ryvit 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 Add 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 Add 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
• Add a Budget Line Item
• Lock a Budget
• Integration by Ryvit: Send a Budget to ERP for Accounting Acceptance