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Procore

Export a Procore Budget to Sage 300 CRE®

Objective

To export a Procore project's budget to Sage 300 CRE®.

Background

Using the ERP Integrations tool, you can export a budget from a Procore project to Sage 300 CRE®.

 Note

With a few setup steps, you can also export the 'Estimated Cost at Completion' and 'Forecast to Complete' values from a Procore budget to Sage 300 CRE®. For details, see How do I export cost forecast data from a Procore budget to Sage 300 CRE?

Things to Consider

Demos

Export a Procore Budget to Sage 300 CRE

Export Budget Modifications to Sage 300 CRE

Workflows

Budget Setup Workflow

If you are setting up the budget on a Procore + Sage 300 CRE project for the first time, use the workflow below as a guideline. 
Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to another. You cannot create a budget in both systems and then sync the budgets a later time.

 

How do you want to set up the project's budget in Procore?
How do you want to set up the...

 

Import a Budget (CSV)
Import a Budget (CSV)

 

Add a Budget
Line Item
Add a Budget...

 

Lock a Budget
Lock a Budget

 

START
START

 

END
END
BUDGET EXPORTED TO SAGE 300 CRE
BUDGET EXPORTE...
LEGEND
LEGEND
Optional Step
Optional Step

 

Send a Budget to
ERP Integrations for Accounting Acceptance
Send a Budget to...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...

Budget Update Workflow

If you need to update a budget in Procore after exporting it to Sage 300 CRE, use the workflow below as a guideline.

 

Add a Partial Budget Line Item
Add a Partial Budget L...

 

START
START

 

END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Create a Budget Modification
Create a Budget Modifi...

 

Delete a Budget
Line Item
Delete a Budget...

 

Send a Budget to ERP Integrations for Accounting Acceptance
Send a Budget to ERP Integ...

 

Do you need to update the project's budget in Procore?
Do you need to update the proj...

 

Accept the budget for export?
Accept the budget for export?

 

Edit a Budget
Edit a Budget

 

Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
Resend a Rejected Budget t...
BUDGET EXPORTED TO SAGE 300 CRE
BUDGET EXPORTE...
UPDATE OPTIONS
UPDATE O...

Steps

  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Sage 300 CRE). Once accepted, the system exports the budget data from Procore and syncs it to your Sage 300 CRE® system. 
  3. When the export is successful, go to the Job Cost function in Sage 300 CRE® and choose Tasks > Post Entries. You must manually post the entries to Sage 300 CRE®. See your Sage 300 CRE® Help system for instructions.
    After you sync the budget for the first time, you can also sync an updated Procore budget to Sage 300 CRE®:

See Also