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Re-import a Budget from Sage 300 CRE

Objective

To re-import a Sage 300 CRE budget into Procore.

Background

If your company has previously imported a budget from Sage 300 CRE into a Procore project, users will typically make budget modifications in Procore. Should someone make changes to the budget Sage 300 CRE, it must be re-imported into Procore so that the data is synchronized between the two systems. To do this, use the steps below. 

Things to Consider

Objective

To import a budget from Sage 300 CRE into the Budget tool of your company's Procore project. 

Background

If you have created a budget in Sage 300 CRE and want to import that data into the Budget tool on your company's Procore project, you can use the Steps below. After the budget is successfully imported, you can then begin to modify and update your budget in Procore. Should someone in your organization change the budget in Sage 300 CRE, you will need to follow the steps in Re-import a Budget from Sage 300 CRE to sync the new budget information with Procore. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • The Estimate must be posted in Sage prior to the import.
    • The Budget tool must be enabled as an active tab on the project.
    • The Sage job must be added and synced with the Procore project. See Add a Sage 300 CRE Job to Procore.
    • The project's budget must be unlocked. See Unlock a Budget.
  • Additional Information:
    • If a Cost Code/Category combination exists on the job in Sage, its cost estimate must be greater than zero (>$0) in order to create a budget line item in Procore.
    • Any updates to the Original Estimate that are posted in Sage will be moved to Procore when your Sage budget is imported (or re-imported) into Procore. 

Steps

  1. Navigate to the ERP Integrations tool. 
  2. Click the Budgets subtab. 
  3. Find the synced project for which you want to import the budget from Sage. Then click Import.
    Note: If the Import button is grayed out and unavailable, the budget must be unlocked before it can be imported. See Unlock a Budget

    import-budget.png
     
  4. If the project already has an existing item in the budget, choose one of the following options in the Warning message that appears:

    • Override Existing Line Items. If you want to override the line items that exist in the Budget tool with the line items being imported into Procore from Sage, choose this option.
      OR

    • Keep Existing Line Items And Additional Cost Estimates. If you want to keep all of the existing budget line in the project's Budgets tool and also want to add any additional cost estimates from Sage (which have been assigned to cost code/categories and do not yet exist in Procore), choose this option.
      (Note: If you need to review the Procore budget in order to choose an option, click the PDF button to review the existing line items).

      Overwrite or Add to Existing Budget Line Items
       

  5. Make your selection and click Import.
    (Note: Depending on the size of the budget and the speed of your network connection, it may take several minutes to import the budget from Sage.)

  6. Navigate to the project's Budget tool and verify that the data import was successful.

Demo

Steps

  1. Navigate to the ERP Integrations tool.
  2. Click the Budgets subtab.
  3. Under 'Filter Estimates By', click Synced.



    This reveals a list of cost estimates from Sage that have been successfully imported into Procore. 
  4. Locate the desired cost estimate.
    Note: Each line item shows the Sage 300 CRE Job ID, Project Name, and Original Estimate totals (this includes Current Sage Total, Current Procore Total, and New Procore Total On Re-Import). 


     
  5. Click Re-import.
    Note: If the Re-import button is grayed out and unavailable, the budget must be unlocked before it can be re-imported. See Unlock a Budget
  6. In the 'Please Confirm' box that appears, click OK to confirm the re-import action.
    The system will override the existing value on the existing Procore budget with the new value from your Sage 300 CRE system. A system message indicates the import is in progress and may take a few mintes. The Successfully Re-imported to Procore message appears when the process is complete.


     
  7. If you want to verify that the Sage 300 CRE estimate was imported into Procore's Budget tool, click the hyperlink for the item in the Project Name column.
    This opens the Budget tab on the project. To learn about the Budget tool, see Budget
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Last modified
08:48, 1 Dec 2016

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