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Procore

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Sage 300 CRE.


Job Setup

There are two different ways to set up a Procore/Sage integrated job.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.


Where will you initially set up the job?
Where will you initiall...


Add a Procore Project to Sage 300 CRE
Add a Procore Project...


Create a Job in
Sage 300 CRE

Create a Job in...
PROCORE
PROCORE
SAGE 300 CRE
SAGE 300 CRE


Send to ERP Integrations for Acceptance
Send to ERP Integratio...


Add a Sage 300 CRE Project to Procore
Add a Sage 300 CRE Pro...


START
START


Edit a Project
Edit a Project


END
END
PROJECT EXPORTED
AS A SAGE 300 CRE JOB
PROJECT EXPORTED...
PROCORE PROJECT SYNCED WITH SAGE 300 CRE JOB
PROCORE PROJECT SYNC...
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Optional Step
Optional Step


Accept a project for export?
Accept a project for e...

Budget Setup

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 pr...


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 ERP
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

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


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...


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


Edit a Budget
Edit a Budget


Resend a
Rejected Budget to
ERP Integrations for Accounting Acceptance

Resend a...
UPDATE OPTIONS
UPDATE O...
Accept or Reject
a Budget for Export to 
ERP

Accept or Reject...
Optional Step
Optional Step
LEGEND
LEGEND
Procore Budget Tool
Procore Budget Tool
ERP Integrations Tool
ERP Integrations Tool
BUDGET EXPORTED TO ERP
BUDGET EXPORTE...

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Sage 300 CRE.
Important! After a Procore project is synced with a Sage job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Sage 300 CRE.



Which type of commitment
will you create?
Which type of commitment...


Create a Subcontract
Create a Subcontract


Create a
Purchase Order

Create a...


Send a
Commitment  to
ERP Integrations for Accounting Acceptance

Send a...


START
START


END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...


Edit a Commitment
Edit a Commitment


Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

 

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Sage 300 CRE.
Important! Change orders can only be created from synced commitments.


Create a Commitment Change Order (CCO)
Create a Commitment Ch...


Create a CCO from
a Change Event

Create a CCO from...


Send a CCO to
ERP Integrations
for Acceptance

Send a CCO to...


START
START


END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...


Edit a CCO
Edit a CCO


Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance

Resend a...


Accept or Reject
a Commitment for Export to ERP Integration

Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool
"721.32">

 

Create and Export PCCOs

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Sage 300 CRE®.

 

Create a Prime PCO
Create a Prime PCO

 

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

 

END
END
PCCO EXPORTED TO SAGE 300 CRE
PCCO EXPORTED...
LEGEND
LEGEND
Optional Step
Optional Step

 

Edit a PCCO
Edit a PCCO

 

Accept a PCCO
for Export?
Accept a PCCO...
What is your Prime Contract Change Order Tier Setting?
What is your Prime Contract...

 

START
START

 

Create a COR
Create a COR
Create a PCCO
Create a PCCO

 

Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
Resend a Rejected PCCO to...
1-Tier
1-Tier
2- or 3-Tier
2- or 3-Tier
2-Tier
2-Tier
3-Tier
(uncommon)
3-Tier...

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Sage 300 CRE.

Important! Vendors can be created in either Procore or Sage 300 CRE.


Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM


START
START


END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system


Where did you create the Vendor/Company record?
Where did you create the Ve...


Does the matching company record already exist in Procore?
Does the matching company record...


Where did you create the Company in Procore?
Where did you create the C...


Add a Company to the Project Directory
Add a Company to the Pr...


Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...


Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...


Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...


Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...


Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

Set Up the Subcontractor Invoices Feature

Export Subcontractor Invoices from Procore



START
START


Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step


Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver


Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...