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Procore

Refresh the Sage 100 Cost Codes on a Project

Objective

To refresh the cost code list at the Project level to match the cost code list that's defined at the Company level. 

Background

After someone updates the ERP Standard Cost Code list in the Company level Admin tool, use the steps below to refresh these changes in the Project level Admin tool. 

EXAMPLE
Let's say your company's Procore account is configured to use the ERP Integrations tool with Sage 100 Contractor. When you initially set up the ERP Integration, you and your Procore point of contact successfully synced the cost codes from your Sage 100 Contractor system with the Sage 100 Contractor Standard Cost Code list in Procore's Company level Admin tool. Since then, you've added your Company level Sage 100 Contractor Standard Cost Code list in Procore to one or more Procore projects.

Now, your accounting team has recently added a new cost code to your 'Job' in Sage 100 Contractor. After the new cost code in Sage 100 Contractor is synced with the Sage 100 Contractor Cost Code list in the Company level Admin tool, the next step is to refresh the list in the Project level Admin tool. If you have multiple projects, you'll need perform the steps below on each project.

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the Project level Admin tool
  • Prerequisites:
  • Supported Cost Code Delimiters:
    •  If your company has enabled the ERP Integrations tool for Sage 100 Contractor, Procore permits the following cost code delimiters from Sage 100 Contractor: forward slash(/), dash (-), and period (.). 

Demo

COMING SOON!

Steps

  1. Navigate to the Project level Admin tool. 
    This reveals the Admin page.
  2. Under Project Settings, click Cost Codes
    This opens the cost codes page. 
  3. Click Refresh Cost Codes.
    A GREEN banner appears to indicate that a refresh is in progress. When the banner disappears, the refresh is complete. 

See Also

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