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 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® Direct Costs Add the Columns for Job Cost Transaction Syncing to a Budget View for ERP Integrations Enable ERP Billed Rate Transaction Syncing on a Procore Project Enable ERP Job Cost Transaction Syncing on a Procore Project Sync Job Cost Transactions from Sage 300 CRE® into Procore 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 the Procore + Sage 300 CRE® ConnectorAbrir un presupuestoAccept 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 Sub Job for Export to Sage 300 CRE®Add 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 Sage 300 CRE® Job to ProcoreAdd a Sage 300 CRE® Vendor to Procore's Company DirectoryAdd 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 IntegrationsArchive a Sage 300® CRE Vendor in ProcoreAssign 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 CRE®Configure Cost Code Preferences for ERP IntegrationsConfigure Cost Code Preferences for Sage 300 CRE®Configure ERP Integrations SettingsConfigure 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 DirectoryConsolidate 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 Order (Prime PCO)Create 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 CRECreate and Sync Vendors with the Sage 300 CRE® IntegrationDelete Project Cost Codes from a Procore + Sage 300 CRE® ProjectDelete a Commitment Synced with Sage 300 CRE®Edit a CommitmentEdit a Commitment Synced with Sage 300 CRE®Edit 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 Subcontractor Invoices 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 ProcoreLock a BudgetPerform an On-Demand Sync with Sage 300 CRERe-import a Budget from Sage 300 CRE®Re-import a Sage 300 CRE® Prime Contract with ProcoreRefresh the Sage 300 CRE® Cost Codes on a ProjectRefresh the Vendor List for Sage 300 CRERemove Duplicate Companies from the Company DirectoryRequest to Enable ERP Integrations for Sage 300 CRE®Request to Enable the ERP Integrations ToolResend a Rejected Budget to ERP Integrations for Accounting AcceptanceResend a Rejected CCO to ERP Integrations for Accounting AcceptanceResend a Rejected Commitment to ERP Integrations for Accounting AcceptanceResend a Rejected Company to ERP Integrations for Accounting AcceptanceRestore an Archived Sage 300 CRE® Vendor in ERP IntegrationsRetrieve a Budget from ERP Integrations Before AcceptanceRetrieve a CCO from ERP Integrations Before AcceptanceRetrieve a Commitment from ERP Integrations Before AcceptanceRetrieve a Company from ERP Integrations Before AcceptanceRetrieve a PCCO from ERP Integrations Before AcceptanceRetrieve a Project from the ERP Integrations ToolRetrieve a Sub Job from ERP Integrations Before AcceptanceSearch the ERP Integrations ToolSend Subcontractor Invoices to ERP Integrations for Accounting AcceptanceSend 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 Commitment to ERP Integrations for Accounting AcceptanceSend a PCCO 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 your Payroll Export for use with Sage 300 CRE®Set up a Budget in a New Procore ProjectSetup 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 ProcoreSync Procore Projects with Sage 300 CRE JobsUnlink CCOs Synced with Sage 300 CRE®Unlink 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 List of Synced Sub JobsView a Sage 300 CRE® Job Costs ReportView an Accountant Report for Sage 300® CREView the Archived Vendors List for Sage 300 CREView the Sync Schedule Page for Sage 300 CRE®
