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Procore

Configure Cost Code Preferences for Sage 100

Objective

How to configure the cost code preferences for your company's account when the ERP Integrations tool is integrated with Sage 100 Contractor®.

Things to Consider

  • Required User Permission:
    • 'Admin' permission on the Company Admin tool. 

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Project Settings, click Cost Codes.
  3. In the Standard Cost Code Lists page, place a mark in the checkbox for the option you want:
    • Sage 100 Contractor® CRE Standard Cost Codes
      If you are integrating at least one (1) project in your company's Procore account with Sage 100 Contractor® , place a mark in this checkbox. This enables new Procore projects to use the  Sage 100 Contractor® Standard Cost Code list.
      Notes
      • If you will be integrating one (1) or more projects with  Sage 100 Contractor® , you should always enable this option.
      • If you want to review the codes on the list, click Edit to open the  Sage 100 Contractor®  Standard Cost Codes page.
      • If a cost code was archived, you cannot add it to a project unless you first unarchive it. See How do I archive and unarchive a cost code?
      • After reviewing the codes, you can click the Cost Codes link under Administrative Settings in the right pane to return to the Standard Cost Code Lists page.
    • Standard Cost Codes List
      If you are NOT integrating one (1) or more projects with  Sage 100 Contractor®, place a mark in this checkbox. This allows new Procore projects to use the Standard Cost Code list. Remove the checkmark if you do not want to use the Standard Cost Code list on your company account's new projects.
      Notes:
      • Projects using the Standard Cost Code List cannot be integrated with  Sage 100 Contractor®.
      • The Standard Cost Code list can either be the default list that is included with Procore or a custom cost code list that was imported for your company. See Edit and Add Company Cost Codes or Import Custom Cost Codes.
  4. Click Update to make the selected list available for use on projects.

Next Steps

See Also