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Procore

Permissions

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has enabled the Company level ERP Integrations tool and configured it to work with the Viewpoint® Vista™ Integration by Ryvit. 

Company Level Tools

Admin Tool

Task None Read-Only Standard Admin
Configure Cost Code Preferences for the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png

ERP Integrations Tool

Task Read-Only Standard Accounting Approver1 Admin
Search the ERP Integrations Tool icon_checkmark_h17.png      
Export a Commitment Change Order (CCO) to the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Company for Export to Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Viewpoint® Vista™ Integration by Ryvit Job to Procore   icon_checkmark_h17.png2    
Add a Procore Project to Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Viewpoint® Vista™ Integration by Ryvit Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add Viewpoint® Vista™ Integration by Ryvit Standard Cost Codes to a Procore Project       icon_checkmark_h17.png
Archive a Viewpoint® Vista™ Integration by Ryvit Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Categories To Viewpoint® Vista™ Integration by Ryvit Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Configure Settings: ERP Integrations for Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Consolidate and Link Viewpoint® Vista™ Vendors to Procore Companies       icon_checkmark_h17.png
View the Archived Vendors List for the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Create and Sync Vendors with the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png4
Edit a Commitment Synced with the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Export a Procore Budget to the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Import an Original Estimate from the Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Link a Viewpoint® Vista™ Vendor to a Procore Company       icon_checkmark_h17.png
Re-import an Original Estimate from the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Restore an Archived Viewpoint® Vista™ Vendor in ERP Integrations   icon_checkmark_h17.png          icon_checkmark_h17.png icon_checkmark_h17.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment Change Order (CCO) from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Project from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Accept or Reject a Budget for Export to Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png icon_checkmark_h17.png
Sync Procore Projects with Jobs from the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Unlink a Synced Vendor from the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Update Project Cost Codes for Export to the Viewpoint® Vista™ Integration by Ryvit   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
View a Job Costs Report for the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
View an Accountant Report for the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png
Setup the Service for the Viewpoint® Vista™ Integration by Ryvit 3 Requires permission to create accounts in  Viewpoint® Vista™ Integration by Ryvit

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Viewpoint ® Vista™ and requires the user to have permission to create accounts.

4 This task also requires 'Admin' level permission to the Company Directory.

Project Level Tools

Admin Tool

Task None Read-Only Standard Admin
Refresh the Viewpoint® Vista™ Phase Codes on a Project       icon_checkmark_h17.png

Budget Tool

Task None Read-Only Standard Admin
Send a Budget to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

Directory Tool

Task None Read-Only Standard Admin
Create and Sync Vendors with the Viewpoint® Vista™ Integration by Ryvit       icon_checkmark_h17.png1
Export a Vendor/Company to the Viewpoint® Vista™ Integration by Ryvit     icon_checkmark_h17.png2 icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png1
Resend a Rejected Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png
Send a Procore Company to ERP Integrations for Accounting Acceptance       icon_checkmark_h17.png

1 This task also requires 'Admin' level permission to the ERP Integrations tool. 

2 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 


The Viewpoint® Vista™ Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.

 

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