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Procore

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

Objective

To export a budget from Procore to your company's integrated ERP system

Background

The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
        OR
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

Workflows

Budget Setup Workflow

If you are setting up the budget for a Procore + Integration by Ryvit project for the first time, use the workflow below as a guideline. 
Notes:

  • Important! When setting up a new project in Procore, you must always create the budget in one system and then import or export it to the other system. You cannot create a budget in both systems and then link those budgets at a later time.

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Manual data entry?
Manual data entry?

 

Create an Original Estimate in Viewpoint® Vista™  (Job Cost)
Create an Original Estimat...

 

 

Lock a Budget
Lock a Budget

 

Import an
Original Estimate from Viewpoint® Vista™
into Procore
Import an...
Add a Budget Line Item
Add a Budget Line Item

 

Export a Procore Budget to Viewpoint® Vista™
Export a Procore Budget...
Import a Budget
Import a Budget

 

END
END
Where do you want to set up the project's budget in Procore?
Where do you want to set up the...

 

START
START
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
Performed in Viewpoint® Vista™ 
Performed in Viewpoint® Vist...
PROCORE
PROCORE
VIEWPOINT® VISTA
VIEWPOINT® VISTA™
BUDGET EXPORTED
BUDGET EXP...
BUDGET IMPORTED
BUDGET IMP...

Budget Update Workflow

If you need to update a budget in Procore after exporting it to Viewpoint® Vista™ with the Integration by Ryvit, use the workflow below as a guideline. 
Notes:

  • Important! Budget deletions are not currently supported for export to Viewpoint® Vista™.



Add a Partial Budget Line Item
Add a Partial Budget L...


START
START


END
END


Create a Budget Modification
Create a Budget Modifi...


Delete a Budget
Line Item

Delete a Budget...


Send a Budget to
ERP Integrations for Accounting Acceptance

Send a Budget to...


Do you need to update the project's budget in Procore?
Do you need to update the proj...


Edit a Budget
Edit a Budget


Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance

Resend a...
BUDGET EXPORTED TO VIEWPOINT® VISTA™
BUDGET EXPORTE...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
Viewpoint® Vista™
Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool

Steps

  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  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

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.