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Procore

View a List of Synced Sub Jobs for Sage 100

Objective

To view a list of the Sub Jobs that have been synced with Sage 100 Contractor using the Company level ERP Integrations tool. 

Background

To view a list of sub jobs that have been added to Procore from Sage 100 Contractor and synced between the two systems. 

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 level 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 Sage 100 Contractor 'Extra' as a Procore '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 level ERP Integrations tool.
    This reveals the Sage 100 Contractor Integration page. 
  2. Click the Sub Jobs tab.
    This reveals the Sub Jobs Only in Sage 100 Contractor page. 
  3. Click Refresh Job List.
    This refreshes the list in the page. 
  4. Under Filters, click Synced:
    This page shows a list of the Sage 100 Contractor Sub Jobs that have been synced with Procore. 

See Also

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