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Procore

workflows

Job Setup

 

Create a Job in
MRI
Create a Job in...

 

Add a MRI Project to Procore
Add a MRI Project to P...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
PROCORE PROJECT SYNCED WITH MRI JOB
PROCORE PROJECT SYNC...

Budget Setup in Procore

 

How do you want to set up the project's budget in Procore?
How do you want to set up the pr...

 

Import a Budget (CSV)
Import a Budget (CSV)

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

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

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

Budget Update

 

 

Add a Partial Budget Line Item
Add a Partial Budget L...

 

START
START

 

END
END

 

Create a Budget Modification
Create a Budget Modifi...

 

Delete a Budget
Line Item
Delete a Budget...

 

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

 

Do you need to update the project's budget in Procore?
Do you need to update the proj...

 

Edit a Budget
Edit a Budget

 

Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance
Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP
Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

Create and Export Commitments

 

 

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...

 

START
START

 

END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

Create and Export CCOs

 

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...

 

START
START

 

END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...

 

Edit a CCO
Edit a CCO

 

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

 

Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool

Create and Sync Vendors

 

Create a Vendor in MRI
Create a Vendor in MRI

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

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

 

Add a MRI Vendor to Procore's Company Directory
Add a MRI Vendor to Pro...

 

Link Vendors in MRI to Matching Companies in Procore
Link Vendors in MRI to M...

Export Subcontractor Invoices

 

 

START
START

 

Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver

 

Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...