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Procore

Add a Phase from Sage 100 to a Procore Project as a Sub Job

Objective

To import an existing 'Phase' from Sage 100 Contractor as a new 'Sub Job' in a Procore project.

Background

In Sage 100 Contractor, users have the option to implement a costing level called a 'Phase'. This permits users to isolate special cost areas, without having to disassociate them from the primary job. In Procore, the term 'Sub Job' is equivalent to an 'Phase'. 

If you have created an 'Phase' in Sage 100 Contractor, you can import it into your Procore project. Before the synchronization process add the 'Sub Job' to your Procore project, the information will appear in the 'Sub Jobs' tab of the company's ERP Integrations tool. A Procore users with the required user permission can the add the information to Procore using the steps below. 

Synchronized data will include the following:

  • Sub Job Cost Codes
  • Sub Job Categories
  • Original Estimate
    (Note: The original estimate will only display if the budget is unlocked.)

After you have added the Sub Job to Procore, you will be able to add a Sub Job and the corresponding cost codes to the schedule of values of a commitment. Added Sub Jobs will also appear on the Budget tool.

Things to Consider

  • Required User Permissions:
    • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
      • 'Admin' level permission on the company's Directory tool. 
        OR
      • Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects
  • Prerequisites:
    • If you want to add a 'Phase' from Sage 100 Contractor to a Procore project as a 'Sub Job', a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact or send an email to support@procore.com.
  • Additional Information:
    • Cost codes and categories that are assigned to a Sub Job must be maintained in Sage 100 Contractor (not Procore).
    • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.

Steps

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Sage 100 Contractor Integration page. 
  2. Click the Sub Jobs tab.
  3. Under 'Filters', click Ready to Import.
    This reveals the Sub Jobs Only in Sage 100 Contractor list. 
  4. Locate the desired Phase. Then click Add to Procore
    This adds the Sage 100 Contractor 'Phase' to the Procore project as a Sub Job.
    Notes:
    • You can then navigate to the project's Admin tool and the Sub Job information will display in the 'Sub Jobs' tab of the project. 
    • Cost codes and categories assigned to that Sub Job must be maintained in Sage 100 Contractor and cannot be modified directly in Procore.

 

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