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Sage 300 CRE

Table of contents
  1. Sage 300 CRE
    1. Add a how-to article to your user guide
    2. Add a reference article to your User Guide
  2. Project Level
    1. Admin Tool
    2. Bidding Tool
    3. Budget Tool
    4. Commitments Tool
      1. Commitments
      2. Commitment Change Orders (CCOs)
    5. Directory Tool
      1. Vendors/Companies
  3. Company Level
    1. Admin Tool
    2. Directory Tool
    3. ERP Integrations Tool
    4. Portfolio Tool
  4. How-to Training Videos
  5. Instructional Videos
      1. Sync Procore Projects with Sage Jobs
      2. Add Standard Cost Codes to an ERP Synced Project
      3. Perform an On-Demand Sync
      4. Export a Budget to Sage
      5. Re-import Budget from Sage
      6. Export Budget Modfications to Sage
      7. Export Commitments to Sage
      8. Export Commitment Change Orders (CCOs) to Sage
      9. Import Sub Jobs for Sage-Integrated Projects in Procore
      10. Sync Procore Companies with Sage Vendors
    1. Testimonial Videos
      1. Procore Construction Financials & Sage 300 CRE: Harvey Builders
      2. Sage 300 CRE Connector Case Study: Wells Construction
  6. Sage 300 CRE
    1. Company Level Tools
      1. Admin Tool
      2. Directory Tool
      3. ERP Integrations Tool
    2. Project Level Tools
      1. Admin Tool
      2. Budget Tool
      3. Commitments Tool
      4. Directory Tool
  7. Recent Changes
    1. Added Configuration To Enable/Disable Vendor Insurance Sync From Sage (8/2/2017)
    2. Directory Tool's Insurance Fields Now Lock When Vendor Insurance Synced (5/30/2017)
    3. Import Insurance Info into Procore for ERP-synced Sage 300 CRE Vendors (5/30/2017)
    4. Added Details Button To ERP Integration Tool's Budget Tab (4/18/2017) 
    5. Users Can Now Export Budget Modifications to Sage 300 CRE (4/7/2017)
    6. Changed the Maximum Character Length for Commitment Titles (3/13/2017) 
    7. Updated Filters For Job Costs Tab In ERP Integrations Tool (1/25/2017) 
    8. Added Imported Commitment Change Orders To Synced Folder (1/6/2017)
  8. All Changes
    1. User Guide

Sage 300 CRE

Synchronize the office and the field.

Manage a construction project in Procore that's synced to a job in Sage 300 Construction and Real Estate (Sage 300 CRE). Link a Sage vendor with its matching company in Procore's Company Directory. Accountants can also approve Procore commitments that use your Sage 300 CRE cost codes and categories in Procore's ERP Integrations tool for export to your company's Sage 300 CRE database.

About the Sage 300 CRE Connector About the Sage 300 CRE Connector
Setup Guide Setup Guide
User Guide User Guide
User Guide Workflow Diagrams
Release Notes Release Notes

Visit our Procore YouTube channel to view the full-size version

Sage, the Sage logo, Sage 300 Construction and Real Estate, Sage 300 Construction and Real Estate, and the Sage product are the registered trademarks or trademarks of Sage and/or its affiliates in the United States and/or other countries.

 

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