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Procore

Permissions

Procore + Sage 100

This page details the Procore tools and minimum permissions required to complete specific tasks when using the Procore + Sage 100 Contractor integration.

Company Level Tools

Admin Tool

Task None Read-Only Standard Admin
Configure Cost Code Preferences for Sage 100       icon_checkmark_h17.png

ERP Integrations Tool

Task Read-Only Standard Accounting Approver1 Admin
Accept or Reject a Budget for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept a Reject a Company for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Add Sage 100 Standard Cost Codes to a Project       icon_checkmark_h17.png
Add a Phase from Sage 100 to a Procore Project as a Sub Job   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Procore Project to Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 100 Job to Procore   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Sage 100 Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add a Sub Job to a Procore Project       icon_checkmark_h17.png
Archive a Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Cost Types to Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 100       icon_checkmark_h17.png
Configure the ERP Integration Settings       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Sage 100       icon_checkmark_h17.png
Create an hh2 Service Account in Sage 100 3 Requires permission to create accounts in Sage 100 Contractor
Create and Sync Vendors with Sage 100 Contractor       icon_checkmark_h17.png
Delete a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit the Name of a Sub Job from Sage 100 in a Procore Project       icon_checkmark_h17.png
Export a CCO to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Procore Budget to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Import a Sage 100 Prime Contract into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Sage 100 Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Sage 100 Contractor       icon_checkmark_h17.png
Restore an Archived Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Project from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Search the ERP Integrations Tool icon_checkmark_h17.png      
Sync Procore Projects with Sage 100 Jobs       icon_checkmark_h17.png
Sync a Sage 100 Prime Contract with Procore       icon_checkmark_h17.png
Unlink a Synced Sage 100 Vendor       icon_checkmark_h17.png
Update Project Cost Codes for Export to Sage 100     icon_checkmark_h17.png  
View a List of Synced Sub Jobs for Sage 100   icon_checkmark_h17.png2   icon_checkmark_h17.png
View a Sage 100 Job Costs Report       icon_checkmark_h17.png
View an Accountant Report for Sage 100       icon_checkmark_h17.png
View the Archived Vendors List for Sage 100       icon_checkmark_h17.png
View the Sync Schedule Page for Sage 100       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 100 Contractor and requires the user to have permission to create accounts.

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