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- (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 an Integrated ERP 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®