Tutorials

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Tutorials

(Beta) Create Prime Contract Change Orders
(Legacy) Create a Purchase Order
(Legacy) Create a Subcontract
About the Procore + Sage 300 CRE® Connector
Accept or Reject a Budget for Export to Sage 300 CRE®
Accept or Reject a CCO for Export to Sage 300 CRE®
Accept or Reject a Commitment for Export to Sage 300 CRE®
Accept or Reject a Company for Export to Sage 300 CRE®
Accept or Reject a Project for Export to Sage 300 CRE®
Accept or Reject a Project for Export to Sage Intacct®
Accept or Reject a Sub Job for Export to Sage 300 CRE®
Add Sage 300 CRE® Standard Cost Codes to a Project
Add a Budget Line Item
Add a Procore Project to Sage 300 CRE®
Add a Sage 300 CRE® Extra to a Procore Project as a Sub Job
Add a Sage 300 CRE® Job to Procore
Add a Sage 300 CRE® Vendor to Procore's Company Directory
Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations
Archive a Sage 300® CRE Vendor in Procore
Assign Default Cost Types To Cost Codes
Award a Winning Bid and Convert it into a Purchase Order
Award a Winning Bid and Convert it into a Subcontract
Complete a Prime Contract Change Order with DocuSign®
Configure Advanced Settings: ERP Integrations for Sage 300 CRE®
Configure Cost Code Preferences for ERP
Configure the ERP Budget Export Settings for Sage 300 CRE®
Configure the Vendor Type Import Settings for Sage 300 CRE®
Consolidate Duplicate Vendors in the Company Directory
Consolidate and Link Sage 300 CRE® Vendors to Procore Companies
Create a Budget Modification
Create a Client Contract Change Order
Create a Commitment
Create a Commitment Change Order
Create a Funding Change Order
Create a Potential Change Order for a Client Contract
Create a Potential Change Order for a Funding
Create a Potential Change Order for a Prime Contract
Create a Prime Contract Change Order
Create a Prime PCO from a Change Event
Create a Purchase Order from a Change Event
Create a Subcontract from a Change Event
Create an hh2 Service Account in Sage 300 CRE
Create and Sync Vendors with the Sage 300 CRE® Integration
Delete Project Cost Codes from a Procore + Sage 300 CRE® Project
Delete a CCO Synced with Sage 300 CRE
Delete a Commitment Synced with Sage 300 CRE®
Edit a Commitment
Edit a Commitment Synced with Sage 300 CRE®
Edit the Name of a Sub Job in a Procore Project
Enable ERP Billed Rate Transaction Syncing on a Procore Project
Enable ERP Job Cost Transaction Syncing on a Procore Project
Enable Sub Jobs for Sage 300 CRE
Enable the Direct Costs Tool
Export Subcontractor Invoices from Procore to Sage 300 CRE®
Export a CCO to Sage 300 CRE®
Export a Commitment to Sage 300 CRE®
Export a PCCO to Sage 300 CRE®
Export a Procore Budget to Sage 300 CRE®
Export a Procore Company Record to Sage 300 CRE®
Export a Sub Job to Sage 300 CRE®
Import a Budget from Sage 300 CRE®
Link Vendors in Sage 300 CRE® to Matching Companies in Procore
Lock a Budget
Perform an On-Demand Sync with Sage 300 CRE
Re-import a Budget from Sage 300 CRE®
Re-import a Sage 300 CRE® Prime Contract with Procore
Refresh a Prime Contract Synced with Sage 300 CRE®
Refresh the Sage 300 CRE® Cost Codes on a Project
Refresh the Vendor List for Sage 300 CRE
Remove Duplicate Companies from the Company Directory
Request to Enable ERP Integrations for Sage 300 CRE®
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Resend a Rejected Company to ERP Integrations for Accounting Acceptance
Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
Restore an Archived Sage 300 CRE® Vendor in ERP Integrations
Retrieve a Budget from ERP Integrations Before Acceptance
Retrieve a CCO from ERP Integrations Before Acceptance
Retrieve a Commitment from ERP Integrations Before Acceptance
Retrieve a Company from ERP Integrations Before Acceptance
Retrieve a PCCO from ERP Integrations Before Acceptance
Retrieve a Project from the ERP Integrations Tool
Retrieve a Sub Job from ERP Integrations Before Acceptance
Search the ERP Integrations Tool
Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
Send a Budget to ERP Integrations for Accounting Acceptance
Send a CCO to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance
Send a PCCO to ERP Integrations for Accounting Acceptance
Send a Procore Company to ERP Integrations for Accounting Acceptance
Send a Procore Project to ERP Integrations for Accounting Acceptance
Send a Sub Job to ERP Integrations for Accounting Acceptance
Set Up the Export Subcontractor Invoices Feature for Sage 300 CRE®
Set Up your Payroll Export for use with Sage 300 CRE®
Set up a Budget in a New Procore Project
Setup the Import Sage 300 CRE® Tax Groups Feature
Setup the hh2 Synchronization Client for Exporting PCCOs
Setup the hh2 Synchronization Client to Import Sage 300 CRE Tax Groups
Sync Job Cost Transactions from Sage 300 CRE® into Procore
Sync Procore Projects with Sage 300 CRE Jobs
Unlink CCOs Synced with Sage 300 CRE®
Unlink Commitments Synced with Sage 300 CRE®
Unlink Subcontractor Invoices Synced with ERP
Unlink a Synced Sage 300 CRE® Vendor
Unlock a Budget
Unlock a Budget with Budget Modifications
Update Project Cost Codes for Export to Sage 300 CRE®
View a List of Synced Sub Jobs
View a Sage 300 CRE® Job Costs Report
View an Accountant Report for Sage 300 CRE®
View the Archived Vendors List for Sage 300 CRE
View the Sync Schedule Page for Sage 300 CRE®