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Procore

View a Sage 100 Job Costs Report

Objective

To view the a 'Job Costs Report' for a Procore + Sage 100 Contractor project using the Company or Project level Reports tool.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level Reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Read-only' level permission and above on the project's Budgets tool
          OR
        • 'Admin' level permission on the project's Prime Contract tool.
  • Limitations:
    • You can only export the Sage 100 Contractor Job Costs Report as a PDF or CSV at the Project level.

Steps

At the Project Level

*The steps below required 'Read-only' level permissions (or higher) on the Reports tool AND either 'Read-only' and above user permissions on the Budget tool or 'Admin' on the Prime Contract tool.

  1. Navigate to the Project level Reports tool.
  2. Click the Sage 100 Contractor Job Costs link.
  3. Next to the 'Export Data As' label, click PDF or CSV to export the Job Costs Report.

At the Company Level

*The steps below require 'Admin' user permissions on the company level ERP Integrations tool.

  1. Navigate to the ERP Integrations tool.
    This reveals the Sage 100 Contractor Integration page.
  2. Click the Job Costs tab.
    This show a list of the Sage 100 Contractor job costs. 
  3. In the Filter By Job list,  select the desired project.
  4. If desired, place a mark in the Only Show Job Cost Lines Greater than $0.00 box. 
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