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Edit the Name of a Sub Job from Sage in a Procore Project

Objective

To edit the name of a 'Sub Job' in a Procore project to match the name of an 'Extra' in Sage 300 CRE.

Background

After importing an 'Extra' from the Sage 300 CRE system as a 'Sub Job' in Procore, companies will sometimes need to change the name of that 'Extra' in their ERP system. When this occurs, you can use the steps below to manually edit the name in Procore. Important! Do not change the name of a sub job in Procore unless the value you are changing it to exactly matches the 'Extra' name in your Sage 300 CRE system. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the project's Admin tool.
  • Prerequisites:
  • Additional Information:
    • Cost codes and categories that are assigned to a Sub Job must be maintained in Sage (not Procore).
    • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.

Steps

  1. Navigate to the project's Admin tool.
  2. Under 'Project Settings', click the Sub Jobs link.
  3. In the Sub Job column, double-click the sub job name. Then type the new name over the previous one to rename it. Important! Ensure that your entry exactly matches any change you made to the 'Extra' in Sage 300 CRE. 

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Last modified
14:39, 23 Nov 2016

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