Request to Add Standard Cost Types integrated with MRI Platform X®
Objective
To add integrated Standard Cost Types to your Procore account so users can use those cost types on projects integrated with MRI Platform X®.
Background
Projects integrated with MRI Platform X® require the use of cost types which come from the company-level lists of MRI Platform X® default categories. Cost types map back to the default category in MRI Platform X®.
Your Procore integration implementation specialist should set up an initial list of MRI Platform X® standard cost types for you. However, you may need to add to that list as your use of default categories in MRI Platform X® changes over time; if you want new default categories from MRI Platform X® to appear in the list of MRI Platform X® standard cost types in Procore, they will need to be added manually. Those manual steps must be performed with the help of your Procore point of contact.
Things to Consider
- Required User Permission:
- Company level 'Admin' permission to Procore
- Additional Information:
- Procore's ERP Integrations option currently supports the MRI Platform X® solution.
- Your Procore point of contact must enable the ERP Integrations tool for your company.
Steps
- Call or email your Procore point of contact to learn how to add new default categories from MRI Platform X® to your Procore list of MRI Platform X® standard cost types.
- Provide your Procore point of contact with the details of the new MRI Platform X® default categories to be added, including:
- An abbreviation for the MRI Platform X® default category.
- A name for the Procore standard cost type. This will be the display name in Procore.
- A type for the Procore standard cost type. This provides an additional level of categorization for the cost type. Options include: equipment; materials; commitments; owner cost; professional services; and other.