The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Spectrum.
Sync Procore Projects with Spectrum Jobs
Add a Spectrum Job to Procore
Add a Procore Project to Spectrum
Create and Sync Vendors
Set Up and Export a Budget
Follow the steps below to either (1) import a Spectrum budget into Procore, or (2) create a budget in Procore and then export it to Spectrum.
Update and Export a Budget
If you need to update a budget in Procore after exporting it to Spectrum, use the workflow below as a guideline.
Create and Export Commitments
Follow the steps below to create commitments in Procore and then export them to Spectrum.
Create and Export CCOs
Follow the steps below to create CCOs in Procore and then export them to Spectrum.