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Procore

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

Objective

To export a Procore budget to Viewpoint® Vista™ using the Integration by Ryvit.

Background

The workflow for creating, accepting, and exporting a Procore budget into Viewpoint® Vista™ using the Integration by Ryvit 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. 

vista-budget-setup.png

 

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:

vista-update-and-export-a-budget.png

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.