Tutorials Last updated Save as PDF Share Share Tweet Share View by Tool | Alphabetical Project Level Admin Tool Cost Codes Add Sage 300 CRE® Standard Cost Codes to a Project Update Project Cost Codes for Export to Sage 300 CRE® Refresh the Sage 300 CRE® ERP Cost Codes on a Project Delete Project Cost Codes from a Procore + Sage 300 CRE® Project Projects Add a Procore Project to Sage 300 CRE Refresh ERP Cost Codes on a Project Send a Procore Project to ERP Integrations for Accounting Acceptance Sub Jobs Add a Sage 300 CRE Extra to a Procore Project as a Sub Job Edit the Name of a Sub Job in a Procore Project Export a Sub Job to Sage 300 CRE® Add a Sub Job to a Procore Project Send a Sub Job to ERP Integrations for Accounting Acceptance Retrieve a Sub Job from ERP Integrations Before Acceptance Resend a Sub Job to ERP Integrations for Accounting Acceptance Accept or Reject a Sub Job for Export to Sage 300 CRE® View a List of Synced Sub Jobs Bidding Tool Award a Winning Bid and Convert it into a Purchase Order Award a Winning Bid and Convert it into a Subcontract Budget Tool Import a Budget from Sage 300 CRE Re-import a Budget from Sage 300 CRE Export a Procore Budget to Sage 300 CRE Set up a Budget Create a Budget Line Item Create a Budget Modification Lock a Budget Send a Budget to ERP Integrations for Accounting Acceptance Retrieve a Budget from ERP Integrations Before Acceptance Resend a Budget to ERP Integrations for Accounting Acceptance Accept or Reject a Budget for Export to Sage 300 CRE Commitments Tool Commitments Export a Commitment to Sage 300 CRE® Create a Commitment Create a Purchase Order Create a Subcontract Send a Commitment to ERP Integrations for Accounting Acceptance Retrieve a Commitment from ERP Integrations Before Acceptance Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance Accept or Reject a Commitment for Export to Sage 300 CRE® Unlink Commitments Synced with Sage 300 CRE® Edit a Commitment Synced with Sage 300 CRE® Delete a Commitment Synced with Sage 300 CRE® Commitment Change Orders (CCOs) Export a CCO to Sage 300 CRE® Create a Commitment Change Order (CCO) Send a CCO to ERP Integrations for Accounting Acceptance Retrieve a Rejected CCO from ERP Integrations Before Acceptance Resend a Rejected CCO to ERP Integrations for Accounting Acceptance Accept or Reject a CCO for Export to Sage 300 CRE® Unlink CCOs Synced with Sage 300 CRE® Subcontractor Invoices COMING SOON Export Subcontractor Invoices from Procore to Sage 300 CRE® If you will be creating invoices on behalf of the subcontractor: Create an Invoice on Behalf of a Subcontractor Review Invoices as an Admin OR If the subcontractor will be submitting invoices: Create Invoice Contacts Send Subcontractor Invoice Invitations Submit an Invoice as a Contractor Review Invoices as an Admin Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance Retrieve a Subcontractor Invoice from the ERP Integrations Before Export to Sage 300 CRE® Re-Send a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance Accept or Reject Subcontractor Invoices for Export to Sage 300 CRE® Directory Tool Vendors/Companies Create and Sync Vendors with the Sage 300 CRE Integration Export a Vendor/Company to Sage 300 CRE Send a Procore Company to ERP Integrations for Accounting Acceptance Retrieve a Company from ERP Integrations Before Acceptance Resend a Rejected Company to ERP Integrations for Accounting Acceptance Accept or Reject a Company for Export to Sage 300 CRE Prime Contract Prime Contract Import a Sage 300 CRE® Prime Contract to Procore Re-import a Sage 300 CRE® Prime Contract with Procore Prime Contract Change Orders (PCCOs) Create a Potential Change Order (PCO) Create a Prime Potential Change Order (PCO) from a Change Event Create a Prime Contract Change Order (PCCO) with DocuSign Export a PCCO to Sage 300 CRE® Send a PCCO to ERP Integrations for Accounting Acceptance Retrieve a PCCO from ERP Integrations Before Acceptance Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance Accept or Reject a PCCO for Export to Sage 300 CRE® Company Level Admin Tool Configure Cost Code Preferences for Sage 300 CRE Directory Tool Consolidate and Link Sage 300 CRE Vendors to Procore Companies Link a Sage 300 CRE Vendor to a Procore Company ERP Integrations Tool Accept or Reject a Budget for Export to Sage 300 CRE Accept or Reject a Change Order for Export to Sage 300 CRE Accept or Reject a Commitment for Export to Sage 300 CRE Update Project Cost Codes for Export to Sage 300 CRE Accept or Reject a Project for Export to Sage 300 CRE Add a Procore Company into Sage 300 CRE Add a Procore Project to Sage 300 CRE Add a Sage 300 CRE Extra to Procore as a Sub Job Add a Sage 300 CRE Job to Procore Add a Sage 300 CRE Vendor to Procore's Company Directory Archive a Sage 300 CRE Vendor in Procore Assign Default Cost Types to Cost Codes Configure the ERP Integration Settings for Sage 300 CRE Configure the Sync Schedule for Sage 300 CRE Configure the Vendor Type Import Settings for Sage 300 CRE Consolidate Duplicate Vendors in the Company Directory Request to Enable ERP Integrations for Sage 300 CRE Restore an Archived Sage 300 CRE Vendor in ERP Integrations Search the ERP Integrations Tool Unlink a Sage 300 CRE Vendor View an Accountant Report for Sage 300 CRE View a Sage 300 CRE Job Costs Report Portfolio Tool Add a Procore Project to Sage 300 CRE Alphabetical About Procore + Sage 300 CRE®Accept or Reject a CCO for Export to Sage 300 CREAccept or Reject a Commitment for Export to Sage 300 CREAccept or Reject a Company for Export to Sage 300 CREAccept or Reject a Sub Job for Export to Sage 300 CREAdd Sage 300 CRE® Standard Cost Codes to a ProjectAdd a Budget Line ItemAdd a Procore Project to Sage 300 CRE®Add a Sage 300 CRE Extra to a Procore Project as a Sub JobAdd a Sub Job to a Procore ProjectAdd the 'ERP Direct Costs' Column to a Procore Budget View for ERP IntegrationsAdd the Columns for Job Cost Transaction Syncing to a Budget View for ERP IntegrationsAssign Default Cost Types To Cost CodesAward a Winning Bid and Convert it into a Purchase OrderAward a Winning Bid and Convert it into a SubcontractConfigure Advanced Settings: ERP Integrations for Sage 300 CREConfigure Cost Code Preferences for ERP IntegrationsConfigure ERP Integrations SettingsConfigure the Vendor Type Import Settings for Sage 300 CREConsolidate and Link Sage 300 CRE Vendors to Procore CompaniesCreate a Budget ModificationCreate a CommitmentCreate a Commitment Change Order (CCO)Create a Prime Contract Change Order (PCCO)Create a Prime Contract Change Order (PCCO) with DocuSign®Create a Prime PCO from a Change EventCreate a Prime Potential Change OrderCreate a Purchase OrderCreate a Purchase Order from a Change EventCreate a SubcontractCreate a Subcontract from a Change EventCreate an hh2 Service Account in Sage 300 CREDelete Project Cost Codes from a Procore + Sage 300 CRE ProjectDelete a Commitment Synced with Sage 300 CREEdit a Commitment Synced with Sage 300 CREEdit a Sub Job in a Procore ProjectEdit the Name of a Sub Job in a Procore ProjectEnable ERP Job Cost Transaction Syncing on a Procore ProjectEnable Sub Jobs for Sage 300 CREEnable the Direct Costs ToolExport a PCCO to Sage 300 CREExport a Procore Budget to Sage 300 CRE®Export a Procore Company Record to Sage 300 CRE®Export a Sub Job to Sage 300 CREImport a Budget from Sage 300 CRE®Import a Sage 300 CRE Prime Contract into ProcoreLink Vendors in Sage 300 CRE to Matching Companies in ProcoreLock a BudgetPerform an On-Demand Sync with Sage 300 CRERe-import a Sage 300 CRE Prime Contract with ProcoreRefresh the Sage 300 CRE® Cost Codes on a ProjectRequest to Enable ERP Integrations for Sage 300 CRERequest to Enable the ERP Integrations ToolResend a Rejected Company to ERP Integrations for Accounting AcceptanceRetrieve a Company from ERP Integrations Before AcceptanceRetrieve a PCCO from ERP Integrations Before AcceptanceRetrieve a Sub Job from ERP Integrations Before AcceptanceSearch the ERP Integrations ToolSend a Budget to ERP Integrations for Accounting AcceptanceSend a CCO to ERP Integrations for Accounting AcceptanceSend a Commitment to ERP Integrations for Accounting AcceptanceSend a Procore Company to ERP Integrations for Accounting AcceptanceSend a Procore Project to ERP Integrations for Accounting AcceptanceSend a Sub Job to ERP Integrations for Accounting AcceptanceSet up a Project BudgetSetup the Import Sage 300 CRE Tax Groups FeatureSetup the hh2 Synchronization Client for Exporting PCCOsSetup the hh2 Synchronization Client to Import Sage 300 CRE Tax GroupsSync Job Cost Transactions from Sage 300 CRE® into ProcoreUnlink CCOs Synced with Sage 300 CREUnlink Commitments Synced with Sage 300 CRE®Unlink a Synced Sage 300 CRE VendorUnlock a BudgetUnlock a Budget with Budget ModificationsUpdate Project Cost Codes for Export to Sage 300 CRE®View a Sage 300 CRE Job Costs ReportView an Accountant Report for Sage 300 CRE
