Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™
Objective
To review new cost code and cost type assignments in a Procore project and approve those codes and cost types for export to the Integration by Ryvit.
Background
If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Integration by Ryvit Standard Cost Code List (see Add Viewpoint® Vista™ Standard Cost Codes to a Project), a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver.
Important! Before you can export any contracts or contract change orders to Integration by Ryvit, you must always update the project's cost codes first.
The accounting approver then reviews the new cost codes and cost type assignments in the ERP Integrations tool and then updates the codes as described in the Steps below. This approves the cost code updates in Procore and gives Procore the permission it needs to export those codes to Integration by Ryvit, so your Procore project and the Integration by Ryvit job are in sync.
Things to Consider
- Required User Permission:
- Prerequisites:
- A user must add at least one new cost code to the ERP-synced project in Procore. See Add Integration by Ryvit Standard Cost Codes to a Project.
- Additional Information:
- If a new cost code that already has a different cost type assignment in Procore is approved/updated, both cost type assignments will be tied to the cost code.
- Existing cost code descriptions in Integration by Ryvit will not be overwritten. For example, if the cost code already has a description in Integration by Ryvit that's different from the Standard Cost Code's description that appears in Procore, the cost code's description in Integration by Ryvit will stay the same.
Steps
Review Projects
- Navigate to the company's ERP Integrations tool.
This reveals the Integration by Ryvit page. - Click the Jobs tab.
This shows the Ready to Import filter with the Jobs Only in Integration by Ryvit table by default. - Under Filters, click Ready to Update.
This reveals the Projects in Procore Ready to Update in Integration by Ryvit page. - Click View Requested Updates.
This reveals the 'Cost Codes for Update' window. - Review the new cost codes.
Note: You cannot make any changes to cost codes or cost type assignments in this window. See Assign Default Cost Types To Integration by Ryvit Cost Codes. - Click the close (x) icon to exit out of the 'Cost Codes for Update' window.
- If you are ready to accept the new cost codes, click Update.
The system will export the new codes in Procore to your integrated Integration by Ryvit system during the next data sync. See How often can I sync data between the Integration by Ryvit and Procore?