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Procore

Integration by Procore: Re-import a Viewpoint® Spectrum® Budget into a Procore Project

Objective

To re-import a budget from Viewpoint® Spectrum®  into a Procore project using the ERP Integrations tool. 

Background

If you make changes to your budget in Viewpoint® Spectrum® , you will need to re-import that budget into Procore to ensure that the new data is captured in Procore. To do this, use the steps below. 

Things to Consider

Steps

  1. Navigate to the ERP Integrations tool.
  2. Click the Budgets tab.
  3. Under 'Filter Estimates By', click Synced.
    This reveals a list of cost estimates from Viewpoint® Spectrum® that have been successfully imported into Procore. 
  4. Locate the desired cost estimate.
    Note: Each line item shows the Viewpoint® Spectrum® Job ID, Project Name, and Original Estimate totals. This includes Current Viewpoint® Spectrum® Total, Current Procore Total, and New Procore Total On Re-Import.
  5. Click Re-import.
    Note: If the Re-import button is grayed out and unavailable, see Unlock a Budget

    re-import-erp-budget.png
     
  6. In the 'Please Confirm' box that appears, click OK to confirm the re-import action.
    The system will override the existing value on the existing Procore budget with the new value from Viewpoint® Spectrum® . A system message indicates the import is in progress and may take a few minutes. The Successfully Re-imported to Procore message appears when the process is complete.

    re-import-erp-budget-successful.png
     
  7. If you want to verify that the Viewpoint® Spectrum® estimate was imported into Procore's Budget tool, click the hyperlink for the item in the Project Name column.
    This opens the Budget tab on the project. To learn about the Budget tool, see Budget

See Also