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 into a Purchase Order Award a Winning Bid and Convert it into 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® Edit a Commitment Synced with Sage 100 Contractor® Unlink Commitments 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® Unlink CCOs Synced with Sage 100 Contractor® Delete a CCO Synced with Sage 100 Contractor® Subcontractor Invoices Export Subcontractor Invoices from Procore to Sage 100 Contractor® Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance Retrieve a Subcontractor Invoice from the ERP Integrations Before Export to Sage 100 Contractor® Re-Send a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance Accept or Reject Subcontractor Invoices 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 Contractor® 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 100 ContractorAccept or Reject Subcontractor Invoices for Export to Sage 100 Contractor®Accept or Reject a Budget for Export to Sage 100 Contractor®Accept or Reject a CCO for Export to Sage 100 Contractor®Accept or Reject a Commitment for Export to Sage 100 Contractor®Accept or Reject a Company for Export to Sage 100 Contractor®Accept or Reject a Project for Export to Sage 100 Contractor®Add Sage 100 Contractor® Standard Cost Codes to a ProjectAdd a Budget Line ItemAdd a Phase from Sage 100 Contractor® to a Procore Project as a Sub JobAdd a Procore Project to Sage 100 Contractor®Add a Sage 100 Contractor® Job to ProcoreAdd a Sage 100 Contractor® Vendor to Procore's Company DirectoryAdd a Sub Job to a Procore ProjectAdd the 'ERP Direct Costs' Column to a Procore Budget View for ERP IntegrationsArchive a Sage 100 Contractor® Vendor in ProcoreArchive and Unarchive Cost Codes Synced with an ERP IntegrationAssign Default Cost Types To Cost CodesAward a Winning Bid and Convert it into a Purchase OrderAward a Winning Bid and Convert it into a SubcontractConfigure Advanced Settings: ERP Integrations for Sage 100 Contractor®Configure Cost Code Preferences for Sage 100 Contractor®Configure Cost Code Preferences for SpectrumConfigure the Vendor Type Import Settings for Sage 100 Contractor®Consolidate Duplicate Vendors in the Company DirectoryConsolidate and Link Sage 100 Contractor® Vendors to Procore CompaniesCreate a Budget ModificationCreate a CommitmentCreate a Commitment Change Order (CCO)Create a Purchase OrderCreate a Purchase Order from a Change EventCreate a SubcontractCreate a Subcontract from a Change EventCreate an hh2 Service Account in Sage 100Create and Sync Vendors with Sage 100 Contractor®Delete a Commitment Synced with Sage 100 Contractor®Edit a CommitmentEdit a Commitment Synced with Sage 100 Contractor®Edit the Name of a Sub Job from Sage 100 Contractor® in a Procore ProjectEnable Sub Jobs for Sage 100Export Subcontractor Invoices from Procore to Sage 100 Contractor®Export a CCO to Sage 100 Contractor®Export a Commitment to Sage 100 Contractor®Export a Procore Budget to Sage 100 Contractor®Export a Procore Company Record to Sage 100 Contractor®Import a Budget from Sage 100 Contractor®Link a Sage 100 Contractor® Vendor to a Procore CompanyLock a BudgetPerform an On-Demand Sync with Sage 100Re-import a Budget from Sage 100 Contractor®Refresh the Sage 100 Contractor® Cost Codes on a ProjectRefresh the Vendor List for Sage 100Remove Duplicate Companies from the Company DirectoryRequest to Enable ERP Integrations for Sage 100 Contractor®Resend 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 AcceptanceRetrieve a Subcontractor Invoice from ERP Integrations Before AcceptanceSearch the ERP Integrations ToolSend Subcontractor Invoices to ERP Integrations for Accounting AcceptanceSend 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 Budget in a New Procore ProjectSync Procore Projects with Sage 100 JobsUnlink CCOs Synced with Sage 100 Contractor®Unlink Commitments Synced with Sage 100 Contractor®Unlink a Synced Sage 100 Contractor® VendorUnlock a BudgetUnlock a Budget with Budget ModificationsUpdate Project Cost Codes for Export to Sage 100 Contractor®View a List of Synced Sub Jobs for Sage 100 Contractor®View a Sage 100 Contractor® Job Costs ReportView an Accountant Report for Sage 100 Contractor®View the Archived Vendors List for Sage 100View the Sync Schedule Page for Sage 100
