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View a List of Synced Sub Jobs

Objective

To view the Synced Sub Jobs list. 

Background

To view a list of sub jobs that have been added to Procore from Sage 300 CRE and synced between the two systems. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
      • 'Admin' level permission on the company's Directory tool. 
        OR
      • Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects
  • Prerequisites:
    • If you want to add a Sage 'Extra' as a Procore 'Sub Job', a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact or send an email to support@procore.com.
  • 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 company's ERP Integrations tool.
    This reveals the Sage 300 CRE Integration page. 
  2. Click the Sub Jobs tab.


     
  3. Under 'Filters' in the right sidebar, click Synced.



    This reveals the Synced Sub Jobs list. A GREEN checkmark indicates the sub job has been successfully synced between systems. The page groups sub jobs by Project ID and Project Name. 

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Last modified
14:16, 5 Jul 2017

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