Sage 300 CRE: User Guide

Std. Cost Codes & Cost Types

• Configure Cost Code Preferences for Sage 300 CRE
• Add Sage 300 CRE Standard Cost Codes to a Project
• Update Project Cost Codes for Export to Sage 300 CRE

Vendors

In Procore, a 'Company' in the your company's or project's Directory tool is the equivalent of a 'Vendor' in Sage 300 CRE.

• Create and Sync Vendors with the Sage 300 CRE Integration
  • Add a Procore Company into Sage 300 CRE
  • Add a Sage 300 CRE Vendor to Procore's Company Directory
• Consolidate and Link Sage 300 CRE Vendors to Procore Companies
  • Remove Company Duplicates from the Procore Directory
  • Link a Sage 300 CRE Vendor to a Procore Company
  • Unlink a Sage 300 CRE Vendor
• Archive a Sage 300 CRE Vendor in Procore
  • Unarchive a Sage 300 CRE Vendor

Jobs

In Procore, a 'Project' is the equivalent of a 'Job' in Sage 300 CRE. 

• Sync Procore Projects with Sage Jobs
  • Add a Sage 300 CRE Job to Procore
  • Add a Procore Project to Sage 300 CRE
  • View a Sage 300 CRE Job Costs Report

Sub Jobs

In Procore, a 'Sub Job' is the equivalent of an 'Extra' in Sage 300 CRE. 

• Add a Sage 300 CRE Extra to Procore as a Sub Job
• Edit the Name of a Sub Job in a Procore Project
• View a List of Synced Sub Jobs

Budgets

Commitments

Change Orders

Job Costs

• View a Sage 300 Job Costs Report

Prime Contract 

• Import a Sage 300 CRE Prime Contract to Procore
• Sync a Sage 300 CRE Prime Contract with Procore

Additional Topics