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Procore

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore project, when your company's Procore account has been integrated with Sage 100 Contractor.


Set Up a Job/Project

If you are setting up a new job/project for Procore + Sage 100 Contractor, use the workflow below as a guideline. 
Important! When setting up a new job/project in Procore, you must always add the job/project in one system and then add it to the other. You cannot create a job in both systems and then sync them at a later time.


Set Up and Manage a Budget

If you are setting up the budget on a Procore + Sage 100 Contractor project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always set up the budget in one system and then import or export it to the other. You cannot create a budget in both systems and then sync the budgets a later time.  Once it is set up as desired, updates to the budget must be managed in the system in which it was created. 


Update and Export a Budget

If you need to update a budget in Procore after exporting it to Sage 100 Contractor, use the workflow below as a guideline. 


Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 100 Contractor.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 100 Contractor.

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 100 Contractor.
Important! Change orders can only be created from synced commitments.

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 100 Contractor.

Important! Vendors can be created in either Procore or Sage 100 Contractor. 

 

sage-100-create-and-sync-vendors.png

 

 

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