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Procore

Enable Sub Jobs for Sage 300 CRE

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Beta Documentation Disclaimer

 

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

Objective

To enable the Sub Jobs feature in the Project level Admin tool.

Background

In Procore, a sub job allows you to compartmentalize job costs within a project. Once they are added to Procore (or imported via an integrated ERP system) you can monitor your project budgets and costs against them to help you better determine if you are making money on your project. For example, if your project is a multi-story commercial building, you might create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might create a separate sub job for each individual structure.

Things to Consider

Demo

demo-enable-sub-jobs.gif

Steps

  1. Navigate to the project's Admin tool. 
  2. Under 'Project Settings', click General.
  3. Under 'Advanced Project Settings', place a checkmark in the Enable Sub Job box. 
    Notes:
    • This checkbox is visible and available on all Procore projects that are NOT integrated with an integrated ERP system.
    • If your company's Procore account is using the ERP Integrations tool, this checkbox is only visible on accounts using the Procore + Sage 300 CRE® integration.
  4. Click Update. 

Next Steps