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Add Sage 300 CRE Standard Cost Codes to a Project

Objective

To add 'Sage 300 CRE Standard Cost Codes' from the company-level to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, commitments, and commitment changes orders get created. When this happens, the need to add new cost codes to the Procore project might arise. When you create new cost codes in your integrated ERP system, they are synced with Procore's company level cost codes. You can then use the steps below to copy all the new codes to your Procore project. 

Things to Consider

  • Required User Permissions:
    • To add or edit project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To add or edit project cost codes as a user with 'Standard' or 'Read Only' level permission to the project's Admin tool, the 'Manage Cost Codes' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Prerequisites:
  • Alternatives:
    • You can also add the new cost codes and cost type assignments in Sage 300 CRE and then perform the steps in Refresh Cost Codes to import the Sage 300 CRE Cost Codes into the Procore project. See Refresh ERP Cost Codes on a Project

Demo

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
    This reveals the 'General Project Information' page. 
  2. Under 'Project Settings', click Cost Codes.
    This reveals the Project Cost Codes page. The area on the left reveals the 'Sage 300 CRE Standard Cost Codes' list. 
  3. In the list on the left, choose one of the following:
    • Click Copy All Codes. This moves all of the 'Sage 300 CRE Standard Cost Codes' at the Company level (i.e., the cost codes that have been synced with Sage 300 CRE) to the 'Project Cost Codes' list in Procore.

      copy-all-codes.png

      OR
    • Highlight the desired cost code(s) in the 'Standard Cost Codes' list on the left. Then click Copy Selected Codes. This moves only the selected cost code(s) to the 'Project Cost Codes' list in Procore. 

      copy-selected-codes.png
       
  4. Continue with Update the Project Cost Code Cost Type Assignment.

​Update the Project Cost Code Cost Type Assignment

  1. Navigate to the project's Admin tool.
    This reveals the 'General Project Information' page. 
  2. Under Project Settings, click Cost Code Cost Type Assignments.
    This reveals the 'Cost Code Cost Type Assignments' page. 
  3. For every cost code in your project's list, mark one or more checkboxes to assign the code to a cost type (or cost types).
    Note: This cost type abbreviations in this list are populated with the abbreviations that have been imported from your Sage 300 CRE system. For more information, see What are Standard Cost Types in the Cost Types Configuration Page? 

    cost-code-cost-type-assignments.png
     
  4. Click Save.
  5. Continue with Resend the Project Cost Codes to ERP.

Resend the Project Cost Codes to ERP

Now that you've added the new cost code(s) and updated the cost type assignment(s) in the Admin tool, you'll need to send those changes to the ERP Integrations tool so it can be reviewed by an accounting approver.

  1. Navigate to the Admin tool.
    OR
    Under 'Project Settings', click General.
  2. Under the 'Project Settings' menu in the right pane, click General.
    Note: A banner appears across the top of the page to notify you when a project has new cost codes or cost types that need to be synced with Sage 300 CRE. 

    resync-banner.png
     
  3. Click Re-send to ERP.

    resend-to-erp.png

    ​Procore sends the new cost code and cost type data to the ERP Integrations tool. A banner appears across the top of the page to indicate that the project data in the Admin tool currently being reviewed by an accounting approver.  While the project data is being reviewed, users cannot make changes in the Admin tool. 

    project-being-reviewed.png

    The next step is for the accounting approver to complete the steps in Update Project Cost Codes for Export to Sage 300 CRE.
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Last modified
10:04, 6 Oct 2017

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