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Procore

Permissions

Sage 300 CRE

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with Sage 300 CRE®. 

Company Level Tools

Admin Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Company Admin tool.

Task None Read Only Standard Admin
Configure Cost Code Preferences for Sage 300 CRE®       icon-mindtouch-table-check.png
Delete Project Cost Codes from a Procore + Sage 300 CRE® Project       icon-mindtouch-table-check.png

Directory Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Company Directory tool.

Task None Read Only Standard Admin
Consolidate Duplicate Vendors in the Company Directory       icon-mindtouch-table-check.png
Remove Company Duplicates from the Procore Directory        icon-mindtouch-table-check.png
Send a Procore Company to the ERP Integrations Tool       icon-mindtouch-table-check.png

ERP Integrations Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on ERP Integrations tool.

Task Read Only Standard Accounting Approver 1 Admin
Accept or Reject a Budget for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Change Order for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Commitment for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Accept or Reject a Project for Export to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add a Procore Company into Sage 300 CRE       icon-mindtouch-table-check.png
Add a Procore Project to Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job   icon-mindtouch-table-check.png2    
Add a Sage 300 CRE Job to Procore    icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Add a Sage 300 CRE Vendor to Procore's Company Directory       icon-mindtouch-table-check.png
Add Sage 300 CRE Standard Cost Codes to a Procore Project       icon-mindtouch-table-check.png
Archive a Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Assign Default Categories to Cost Codes   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Configure Cost Code Preferences for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the ERP Integration Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Configure Sync Schedule for Sage 300 CRE       icon-mindtouch-table-check.png
Configure the Vendor Type Import Settings for Sage 300 CRE       icon-mindtouch-table-check.png
Consolidate and Link Sage 300 CRE Vendors to Procore Companies       icon-mindtouch-table-check.png
Create an hh2 Service Account in Sage 300 CRE 3 Requires permission to create accounts in Sage 300 CRE
Edit a Commitment Synced with Sage 300 CRE       icon-mindtouch-table-check.png
Export a Budget to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Export a Commitment Change Order to Sage 300 CRE     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Link Vendors in Sage 300 CRE to Matching Companies in Procore       icon-mindtouch-table-check.png4
Perform an On-Demand Sync with Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Re-import a Budget from Sage 300 CRE   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Request to Enable ERP Integrations for Sage 300 CRE       icon-mindtouch-table-check.png
Restore an Archived Sage 300 CRE Vendor in Procore   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Retrieve a Budget from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment Change Order from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Commitment from the ERP Integrations Tool       icon-mindtouch-table-check.png
Retrieve a Project from the ERP Integrations Tool       icon-mindtouch-table-check.png
Search the ERP Integrations Tool icon-mindtouch-table-check.png      
Unlink Commitments Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink CCOs Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Unlink a Sage 300 CRE® Vendor       icon-mindtouch-table-check.png
Unarchive a Sage 300 CRE® Vendor   icon-mindtouch-table-check.png   icon-mindtouch-table-check.png
Update Project Cost Codes for Export to Sage 300 CRE®     icon-mindtouch-table-check.png  
View a Sage 300 CRE® Job Costs Report       icon-mindtouch-table-check.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.

4 Access permission to the Directory tool is not required to create a link.

 

Project Level Tools

Admin Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Project Admin tool.

Task None Read Only Standard Admin
Add a Sub Job to a Procore Project       icon-mindtouch-table-check.png
Edit the Name of a Sub Job in a Procore Project       icon-mindtouch-table-check.png
Refresh ERP Cost Codes on a Project       icon-mindtouch-table-check.png
Delete Project Cost Codes from a Procore + Sage 300 CRE® Project       icon-mindtouch-table-check.png

Bidding Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Bidding tool.

Task None Read Only Standard Admin
Award a Winning Bid and Convert it to a Purchase Order       icon-mindtouch-table-check.png
Award a Winning Bid and Convert it to a Subcontract       icon-mindtouch-table-check.png

Budget Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Budget tool.

Task None Read Only Standard Admin
Send a Budget to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png

Commitments Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Commitments tool.

Task None Read Only Standard Admin
Create a Commitment       icon-mindtouch-table-check.png
Create a Commitment Change Order (CCO)       icon-mindtouch-table-check.png
Create a Purchase Order       icon-mindtouch-table-check.png
Create a Subcontract       icon-mindtouch-table-check.png
Delete a Commitment Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Request to Reset a Commitment Synced with Sage 300 CRE®       icon-mindtouch-table-check.png
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Send a Change Order to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png
Send a Commitment to ERP Integrations for Accounting Acceptance       icon-mindtouch-table-check.png

Directory Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Directory tool.

Task None Read Only Standard Admin
Add a Procore Company into Sage 300 CRE®       icon-mindtouch-table-check.png
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