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 Original Estimates form in Viewpoint® Vista™ to review the exported Original Budget amounts. See your Viewpoint® Vista™ Help system for instructions.
   After you sync the budget for the first time, you can also sync an updated Procore budget to Viewpoint® Vista™.

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
• Use the 'Forecast to Complete' Feature
• How do I export cost forecast data from a Procore budget to Viewpoint® Vista™