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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' level permission to the Company level Admin tool. 

Steps

  1. Navigate to the Company level Admin tool. 
    This reveals the Company Settings page.
  2. Under Project Settings, click Cost Codes.
    This reveals the Standard Costs Code Lists page. 
  3. In the Standard Cost Code Lists page, mark the checkbox that corresponds to the desired option:
    • Sage 100 Contractor CRE Standard Cost Codes
      If you will be integrating at least one (1) project in your company's Procore account with Sage 100 Contractor , place a checkmark in this box. This setting allows new Procore projects to use your  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.
      • 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 will NOT be integrating one (1) or more projects with  Sage 100 Contractor, place a checkmark in this box to allow 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.
    This makes the selected cost code list available for use on new projects.

Next Steps

See Also