Integration by Ryvit: Refresh the Viewpoint® Vista™ Phase Codes on a Project
Objective
To refresh the cost code list at the Project level to match the cost code list that's defined at the Company level.
Things to Consider
- Required User Permission:
- To request a cost code refresh, 'Admin' on the ERP Integrations tool.
- Additional Information:
- Updates must always be made in Integration by Ryvit and then exported to Procore.
- This task must be performed on your behalf by a member of the ERP Integrations team at Procore.
Steps
To refresh the cost code list at the Project level to match the cost code list that's defined at the Company level, contact your Procore point of contact or support@procore.com.