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Procore

Add Sage 300 CRE® Standard Cost Codes to a Project

Objective

To add 'Sage 300 CRE® Standard Cost Codes' from the company-level to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, users create commitments (a.k.a., purchase orders and subcontracts) and Commitment Change Orders (CCOs). This sometimes results in the need to add new cost codes to a Procore project. Adding new codes is a multi-step process:

  1. Create the new cost codes in Sage 300 CRE®.
  2. Sync the new cost codes with Procore's 'Sage 300 CRE® Standard Cost Codes' list in the company's Admin tool.
  3. Follow the Steps below. 

Things to Consider

  • Required User Permissions:
    • To add or edit project cost codes, 'Admin' on the project's Admin tool.
      OR
    • To add or edit project cost codes as a user with 'Standard' or 'Read Only' on the Project level Admin tool, the 'Manage Cost Codes' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Permission Template
  • Prerequisites:
  • Alternatives:

Demo

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
  2. Under Project Settings, click Cost Codes.
  3. In the Sage 300 CRE® Standard Cost Codes list, choose one of the following:
    • Highlight the desired cost code(s) and click Copy Selected Codes
      Procore copies the selected standard cost codes to the Project Cost Codes list.

      copy-selected-erp-cost-codes.png
      OR
       
    • Click Copy All Codes.
      Procore copies the all the standard cost codes to the Project Cost Codes list. 
      copy-all-erp-cost-codes.png
       
    Note: You cannot add archived cost codes to a project. To remove a code from the archive, see How do I archive and unarchive a cost code?

Update the Project Cost Code Cost Type Assignment

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click Cost Code Cost Type Assignments.
  3. Mark one or more checkboxes to assign the code to a cost type (or cost types) for every cost code in the list. 
    Notes:
  4. Click Save.

Resend the Project Cost Codes to ERP

Now that you've added the new cost code(s) and updated the cost type assignment(s) in the Admin tool, you'll need to send those changes to the ERP Integrations tool so it can be reviewed by an accounting approver.

  1. Navigate to the project's Admin tool.
  2. Under Project Settings, click General.
    Note:
    • If new codes or cost type assignments exist, a banner appears to notify you to resync Procore with Sage 300 CRE®. 

      new-erp-cost-codes-banner.png
  3. Click Re-send to ERP.

    send-to-erp.png

    ​Procore sends the new cost code and cost type data to the ERP Integrations tool. A banner appears across the top of the page to indicate that the project data in the Admin tool currently being reviewed by an accounting approver.  While the project data is being reviewed, users cannot make changes in the Admin tool. 

    The next step is for the accounting approver to complete the steps in Update Project Cost Codes for Export to Sage 300 CRE®.

See Also