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Procore

Workflows

The following workflow diagrams explain the order of operations when creating items in a Procore account using the Integration by Ryvit.


Job Setup

There are two different ways to set up job for the Integration by Ryvit.
Important! Jobs must be created in one location and then imported or exported to the other. Jobs CANNOT be created in both locations and linked together.


Where will you initially set up the job?
Where will you initiall...


Add a Procore Project to Viewpoint® Vista™
Add a Procore Project to...


Create a Job in
Viewpoint® Vista™
Create a Job in...
PROCORE
PROCORE
VIEWPOINT® VISTA™
VIEWPOINT® VIS...


Send a Procore Project to ERP Integrations for Accounting Acceptance
Send a Procore Project to...


Add a Viewpoint® Vista™ Project to Procore
Add a Viewpoint® Vista...


START
START


Update General Project Information
Update General Project...


END
END
PROJECT EXPORTED
AS A 
VIEWPOINT® VISTA™ JOB
PROJECT EXPORTED...
PROCORE PROJECT SYNCED WITH VIEWPOINT® VISTA™ JOB
PROCORE PROJECT SYNC...


Accept or Reject a Project for Export to Viewpoint® Vista™
Accept or Reject a Pro...
LEGEND
LEGEND
Portfolio Tool
Portfolio Tool
ERP Integrations Tool
ERP Integrations Tool
Performed in Viewpoint® Vista™ 
Performed in Viewpoin...
Admin Tool
Admin Tool
Procore
Admin

Procore...

Budget Setup

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 ERP In...


Manual data entry?
Manual data entry?


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



Lock a Budget
Lock a Budget
BUDGET
IMPORTED
BUDGET...


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


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 Viewpoin...

 

Budget Update

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™.

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Vista™ with the Integration by Ryvit.
Important! After a Procore project is synced with a Viewpoint® Vista™ job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Viewpoint® Vista™.



Which type of commitment
will you create?

Which type of commitment...


Create a Subcontract
Create a Subcontract


Create a
Purchase Order

Create a...


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


START
START


END
END
COMMITMENT EXPORTED TO VIEWPOINT® VISTA™
COMMITMENT EXP...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
Accept or Reject a Commitment for Export to Viewpoint® Vista™ 
Accept or Reject a Commi...
APPROVED
APPROVED

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Viewpoint® Vista™ with the Integration by Ryvit.
Important! Change orders can only be created from synced commitments.


Create a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to ERP Integrations for Acceptance
Send a CCO to ERP Inte...


START
START


END
END
CCO EXPORTED TO VIEWPOINT® VISTA™
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Resend a Rejected CCO to E...


Accept or Reject a Commitment for Export to Viewpoint® Vista™ 
Accept or Reject a Commit...
Is the Change Events tool enabled?
Is the Change Events...
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
Procore Change Events Tool
Procore Change Events Tool

Import and Re-Import a Prime Contract

Follow the steps outlined below to create a prime contract in the Viewpoint® Vista™ and then use the Integration by Ryvit to import it into Procore. If you make changes to the prime contract in Viewpoint® Vista™ after the initial import, you must re-import it into Procore.


Did you create or update the project's prime contract?
Did you create or update the p...


Update a Prime Contract in Viewpoint® Vista™
Update a Prime Contrac...
CREATE
CREATE
UPDATE
UPDATE



START
START


Import a Prime Contract into Procore
Import a Prime Contrac...


Re-import a Prime Contract into Procore
Re-import a Prime Cont...
Create a Prime Contract in Viewpoint® Vista™
Create a Prime Contrac...


END
END
IMPORTED TO PROCORE
IMPORTED TO PROCORE
RE-IMPORTED TO PROCORE
RE-IMPORTED TO PROCORE
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

Create and Export PCCOs

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Viewpoint® Vista™ using the Integration by Ryvit.


Create a Prime Potential Change Order (Prime PCO)
Create a Prime Potenti...


Send a PCCO to
ERP Integrations for Accounting Acceptance

Send a PCCO to...


END
END
PCCO EXPORTED TO VIEWPOINT® VISTA™
PCCO EXPORTED TO VIE...


Edit a PCCO
Edit a PCCO


Accept or Reject a PCCO for Export to Viewpoint® Vista™ 
Accept or Reject a PCC...
What is your Prime Contract Change Order Tier Setting?
What is your Prime Contract...


START
START


Create a Change Order Request (COR)
Create a Change Order...
Create a Prime Contract Change Order (PCCO)
Create a Prime Contrac...


Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
Resend a Rejected PCCO to...
1-Tier
1-Tier
2- or 3-Tier
2- or 3-Tier
2-Tier
2-Tier
3-Tier
(uncommon)
3-Tier...
LEGEND
LEGEND
Prime Contracts Tool
Prime Contracts Tool
ERP Integrations Tool
ERP Integrations Tool

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Viewpoint® Vista™ using the Integration by Ryvit.

Important! Vendors can be created in either Procore or Viewpoint® Vista™.


Create a Vendor in Viewpoint® Vista™  
Create a Vendor in Vie...
VIEWPOINT® VISTA™
VIEWPOINT® VISTA™


START
START


END
END


Where did you create the Vendor/Company record?
Where did you create the...


Does the matching company record already exist in Procore?
Does the matching company recor...


Where did you create the Company in Procore?
Where did you create the...


Add a Company to the Project Directory
Add a Company to the Pr...


Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...


Import a Viewpoint® Vista™ Vendor Record to Procore
Import a Viewpoint® Vis...


Does the matching vendor record already exist in Viewpoint® Vista™ ?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link Viewpoint® Vista™  Vendors and Procore Company Records
Link Viewpoint® Vista™  V...


Export a Vendor/Company to Viewpoint® Vista™ 
Export a Vendor/Company...
PROCORE
PROCORE
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

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.

 

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