Enable Sub Jobs for Sage 300 CRE

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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

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 want to create a separate sub job for the build of each floor. Or, if your project is a multi-unit development, you might want to create a separate sub job for each individual structure.

Things to Consider

Demo

Steps

Navigate to the Project level Admin tool.
This reveals the Admin page.
Under Project Settings, click General.
Under Advanced Project Settings, mark the Enable Sub Job checkbox.
Notes:
- This checkbox is visible and available on all Procore projects that are NOT integrated with an ERP system.
- If you have enabled the Company level ERP Integrations tool, this checkbox is only visible on company accounts that are using the Procore + Sage 300 CRE integration.
Click Update.
The system updates your project's settings.

Next Steps

If you want to add Sub Jobs to Procore, see Add a Sub Job to a Procore Project.
If you want to add Sub Jobs to Sage 300 CRE, see Add a Sage 300 CRE Extra to a Procore Project as a Sub Job