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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.

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.

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

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