Tutorials Last updated Save as PDF Share Share Tweet Share View by Tool | Alphabetical Project Level Admin Tool Add Sage 100 Contractor® Standard Cost Codes to a Project Update Project Cost Codes for Export to Sage 100 Contractor® Refresh ERP Cost Codes on a Project Add a Procore Project to Sage 100 Contractor® Add a Sub Job to a Procore Project Edit the Name of a Sub Job in a Procore Project View a List of Synced Sub Jobs Refresh ERP Cost Codes on a Project Send a Procore Project to ERP Integrations for Accounting Acceptance Bidding Tool Award a Winning Bid and Convert it to a Subcontract Budget Tool Import a Budget from Sage 100 Contractor® Re-import a Budget from Sage 100 Contractor® Export a Procore Budget to Sage 100 Contractor® Set up a Budget and Create a Budget Line Item Create a Budget Modification Lock a Budget Send a Budget to ERP Integrations for Accounting Acceptance Retrieve a Budget from ERP Integrations Before Acceptance Resend a Budget to ERP Integrations for Accounting Acceptance Accept or Reject a Budget for Export to Sage 100 Contractor® Commitments Tool Commitments Export a Commitment to Sage 100 Contractor® Create a Commitment Create a Purchase Order Create a Subcontract Send a Commitment to ERP Integrations for Accounting Acceptance Retrieve a Commitment from ERP Integrations Before Acceptance Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance Accept or Reject a Commitment for Export to Sage 100 Contractor® Request to Reset a Commitment Synced with Sage 100 Contractor® Edit a Commitment Synced with Sage 100 Contractor® Delete a Commitment Synced with Sage 100 Contractor® Commitment Change Orders (CCOs) Export a CCO to Sage 100 Contractor® Create a Commitment Change Order (CCO) Send a CCO to ERP Integrations for Accounting Acceptance Retrieve a Rejected CCO from ERP Integrations Before Acceptance Resend a Rejected CCO to ERP Integrations for Accounting Acceptance Accept or Reject a CCO for Export to Sage 100 Contractor® Directory Tool Vendors/Companies Create and Sync Vendors with the Sage 100 Contractor® Integration Export a Vendor/Company to Sage 100 Contractor® Send a Procore Company to ERP Integrations for Accounting Acceptance Retrieve a Company from ERP Integrations Before Acceptance Resend a Rejected Company to ERP Integrations for Accounting Acceptance Accept or Reject a Company for Export to Sage 100 Contractor® Company Level Admin Tool Configure Cost Code Preferences for Sage 100 Contractor® Directory Tool Consolidate and Link Sage 100 Contractor® Vendors to Procore Companies Link a Sage 100 Contractor® Vendor to a Procore Company ERP Integrations Tool Request to Enable ERP Integrations for Sage 100 Contractor® Configure Settings Configure Advanced Settings: ERP Integration for Sage 100 Contractor® Configure the Sync Schedule for Sage 100 Contractor® Configure the Vendor Type Import Settings for Sage 100 Contractor® Std. Cost Codes & Cost Types Tab Assign Default Cost Types to Cost Codes Vendors Tab Add a Sage 100 Contractor® Vendor to Procore's Company Directory Archive a Sage 100 Contractor® Vendor in Procore Consolidate Duplicate Vendors in the Company Directory Restore an Archived Sage 100 Contractor® Vendor in ERP Integrations Unlink a Synced Sage 100 Contractor® Vendor Jobs Tab Accept or Reject a Project for Export to Sage 100 Contractor® Add a Procore Project to Sage 100 Contractor® Add a Sage 100 Contractor® Job to Procore Update Project Cost Codes for Export to Sage 100 Contractor® Sub Jobs Tab View a List of Synced Sub Jobs Add a Phase from Sage 100 Contractor® to a Procore Project as a Sub Job Edit the Name of a Sub Job from Sage 100 in a Procore Project Budgets Tab Accept or Reject a Budget for Export to Sage 100 Contractor® Commitments Tab Accept or Reject a Commitment for Export to Sage 100 Contractor® Commitment Change Orders Tab Accept or Reject a CCO for Export to Sage 100 Contractor® Reports Tool View an Accountant Report for Sage 100 Contractor® View a Sage 100 Contractor® Job Costs Report Portfolio Tool Add a Procore Project to Sage 100 Contractor® Alphabetical About Procore + Sage 100Accept or Reject a Budget for Export to Sage 100 ContractorAccept or Reject a CCO for Export to Sage 100 ContractorAccept or Reject a Commitment for Export to Sage 100Accept or Reject a Company for Export to Sage 100Accept or Reject a Project for Export to Sage 100Add Sage 100 Standard Cost Codes to a ProjectAdd a Phase from Sage 100 to a Procore Project as a Sub JobAdd a Procore Project to Sage 100Add a Sage 100 Job to ProcoreAdd a Sage 100 Vendor to Procore's Company DirectoryAdd a Sub Job to a Procore ProjectArchive a Sage 100 Vendor in ProcoreAssign Default Cost Types To Cost CodesAward a Winning Bid and Convert it into a SubcontractConfigure Advanced Settings: ERP Integrations for Sage 100Configure Cost Code Preferences for Sage 100Configure Cost Code Preferences for SpectrumConfigure ERP Integrations SettingsConfigure the Vendor Type Import Settings for Sage 100Consolidate Duplicate Vendors in the Company DirectoryConsolidate and Link Sage 100 Vendors to Procore CompaniesCreate a Budget Line ItemCreate a Budget ModificationCreate a CommitmentCreate a Commitment Change Order (CCO)Create a Purchase OrderCreate a SubcontractCreate an hh2 Service Account in Sage 100Create and Sync Vendors with Sage 100 ContractorDelete a Commitment Synced with Sage 100Edit a Commitment Synced with Sage 100Edit the Name of a Sub Job from Sage 100 in a Procore ProjectExport a CCO to Sage 100Export a Commitment to Sage 100Export a Procore Budget to Sage 100Export a Vendor/Company to Sage 100 ContractorImport a Budget from Sage 100Link a Sage 100 Vendor to a Procore CompanyLock a BudgetPerform an On-Demand Sync with Sage 100Re-import a Budget from Sage 100Refresh the Sage 100 Cost Codes on a ProjectRefresh the Vendor List for Sage 100Remove Duplicate Companies from the Company DirectoryRequest to Enable ERP Integrations for Sage 100 ContractorRequest to Enable the ERP Integrations ToolRequest to Reset a Commitment Synced with Sage 100Resend a Rejected Budget to ERP Integrations for Accounting AcceptanceResend a Rejected CCO to ERP Integrations for Accounting AcceptanceResend a Rejected Commitment to ERP Integrations for Accounting AcceptanceResend a Rejected Company to ERP Integrations for Accounting AcceptanceRestore an Archived Sage 100 Vendor in ERP IntegrationsRetrieve a Budget from ERP Integrations Before AcceptanceRetrieve a CCO from ERP Integrations Before AcceptanceRetrieve a Commitment from ERP Integrations Before AcceptanceRetrieve a Company from ERP Integrations Before AcceptanceRetrieve a Project from ERP Integrations Before AcceptanceSearch the ERP Integrations ToolSend a Budget to ERP Integrations for Accounting AcceptanceSend a CCO to an ERP Integrations for Accounting AcceptanceSend a Commitment to ERP Integrations for Accounting AcceptanceSend a Procore Company to ERP Integrations for Accounting AcceptanceSend a Procore Project to ERP Integrations for Accounting AcceptanceSet up a BudgetSync Procore Projects with Sage 100 JobsSync a Sage 100 Prime Contract with ProcoreUnlink a Synced Sage 100 VendorUnlock a Budget with Budget ModificationsUpdate Project Cost Codes for Export to Sage 100View a List of Synced Sub Jobs for Sage 100View a Sage 100 Job Costs ReportView an Accountant Report for Sage 100View the Archived Vendors List for Sage 100View the Sync Schedule Page for Sage 100
