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Procore

Release Notes

Below are the notable changes to the Viewpoint Vista integration.

Recent Changes

Added an 'ERP Integrations' Link Under 'Configurations' in the Budget Tool's Sidebar (8/27/2018)

If your company's Procore account has enabled the Company level Integrations tool, users with 'Read Only' level permission or higher to the ERP Integrations tool will now be able to click a new 'ERP Integrations' link under the 'Configurations' section of the Budget Tool's sidebar. This provides end users with quicker access to the ERP Integrations tool. 

New 'Send and Retrieve Budgets from ERP' Granular Permission (8/14/2018)

Added a new 'Send and Retrieve Budgets from ERP' granular permission. Previously, only users with 'Admin' level permission could perform this task. Now, privilege to perform this task can be granted to end users with 'Read Only' or 'Standard' level permission on the Budget tool. See Directory: New 'Send and Retrieve Budgets from ERP' Granular Permission for ERP Integrations.

Added a Batch Date Calendar Control for Commitments (7/30/2018) 

Updated the Company level ERP Integrations tool for the Procore + Viewpoint Vista integration to add a 'Batch Date' calendar control to the accept a commitment. This gives an accounting approver the ability to select the date that the commitment goes into effect on the accounting record. See Accept or Reject a Commitment for Export to Viewpoint Vista.

Added ERP ID to Edit Contact Information Page (6/14/2018)

Updated the Company level Directory tool's Edit Contact Information page to add the 'ERP ID' field under Company Information. This is useful for correlating companies when your company's Procore account is integrated with one of the systems that can be integrations with Procore's Company level ERP Integrations tool. 

Enabled the Send to ERP Button in the New Project Creation Assistant (3/29/2018)

For users with permission to create projects in Procore, we've streamlined the experience by introducing the new Project Creation Assistant. With this new experience, you can now create projects consistently and efficiently across your company. Configure the project's toolbox, set up cost codes & cost types, add companies & people, and upload drawings & specifications in one continuous setup flow. See Portfolio: Introducing the Project Creation Assistant and Add a Procore Project to Viewpoint Vista.

Renamed the Change Orders Tab (3/26/2018)

Updated the Company level ERP Integrations tool to rename the 'Change Orders' subtab to the 'Commitment Change Orders' tab. In the future, Procore will be introducing the "Prime Contract Change Orders" tab, so the system needs to clarify that "Change Orders" tab is only for "Commitment Change Orders."

Updated ERP Icon Color Scheme (2/16/2018) 

If your company has enabled the ERP Integrations tool for use with an integrated ERP system, color-coded icons and ribbons appear in relevant areas of Procore. This visually highlights your system's ERP integration data, to help you quickly identify its current state. See ERP Integrations: Updated Color Scheme for ERP Icons.

Updated 'Add Filter' in Companies Tab of Directory Tools To Reflect Cost Code Configuration (2/14/2018)

Updated the selections in the 'Add Filter' drop-down list for the Company and Project level Directory tools. Now, if the company account is using an ERP integration (e.g., Dexter + Chaney Spectrum, QuickBooks, Sage 300 CRE, or Viewpoint Vista), the available selection in the list will show the appropriate cost code types that are available (e.g., Sage 300 CRE Cost Code, QuickBooks Cost Code, and so on). If the ERP Integrations tool is NOT enabled, this selection reads 'Cost Code' or 'Company Name Cost Code.'

Introducing Procore's Viewpoint Vista Connector (1/29/2018)

Bringing financials to the field not only saves time and money, it gives teams the ability to do the best work they can in the most efficient way possible. To learn more, visit Bringing Financials to the Field with Procore's Viewpoint Vista Connector. Support documentation is also available. See Viewpoint Vista Connector.

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