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Procore

Accept or Reject a Project for Export to Viewpoint Vista

This documentation details alpha, beta, and other pre-release software, and its accuracy and reliability is not guaranteed by Procore Technologies, Inc. It is being provided online for internal use and evaluation by authorized Procore Beta Participants only. To determine if your company is a Procore Beta Participant, please contact your Procore Procore point of contact. Procore is not responsible for and expressly disclaims all warranties of any kind with respect to this documentation and will not be responsible for any harm, loss, costs, or damages incurred due to its use.

 

 

Objective

To accept or reject a new project created in Procore as an accounting approver. Upon acceptance, the project is then exported from Procore and added to Viewpoint Vista as a new 'Job.' 

Background

If a user sends a Procore project to the ERP Integrations tool for acceptance by an accounting approver, the approver has the option to 'Accept' or 'Reject' the project for export to Viewpoint Vista as follows:

  • Accept. An 'Accept' response exports the project from Procore and creates a new 'Job' in Viewpoint Vista. 
    OR
  • Reject. A 'Reject' response removes the project from the ERP Integrations tool's 'Ready to Export' list and places it into an editable state in the project's Admin tool for updating (see Add or Edit a Project).

If there is at least one (1) item awaiting accounting acceptance in the ERP Integrations tool's 'Ready to Export' view, users who have been granted the privilege detailed above will receive one automated email notification perday (e.g., with the Subject Line "ERP Integrations Daily Summary) until all of the in the 'Ready to Export' view have been accepted or rejected.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore. 
  • Prerequisites:

Steps

Review the Project

  1. Navigate to the company's ERP Integrations tool.
    The Viewpoint Vista Integration page appears. 
    If the project does not appear in this tab, see Why is my Procore project missing for the ERP Integrations tab?
  2. Click the Jobs tab.

    vv-jobs-tab.png

     
  3. Under Filters, click Ready to Export.
    The page that appears lists only the project's that have been sent to the ERP Integrations tool for accounting acceptance. See Send a Procore Project to ERP Integrations for Accounting Acceptance.
  4. Continue with one of the following:

Accept the Project

  1. In the Ready to Export page, locate the desired change order in the Projects In Procore Not Synced to Viewpoint Vista table.
  2. Review the desired project's information.
    Note: To view the project information in more detail, click the hyperlink in the 'Project Name' field. You must have access permission to the project in order to use this hyperlink. 
  3. Accept the project for export as follows:
    1. Accept. Choose this option button to indicate that you are accepting the item for export.

    2. Viewpoint Vista Job ID. Enter the Viewpoint Vista Job ID for the construction project.

    3. Export. Click this button to export the selected item. 
      This exports the item to the integrated ERP system. Typically, this takes a few minutes. A message shows you the export status and confirms when the process is successful. 

What happens next:

  • If the export process is successful:
    • Procore moves the project(s) from to the 'Synced' list.
    • To view this list, click Synced in the right pane.
    • You can then log into Viewpoint Vista and check the Job List to verify that your data was exported from Procore as expected. 
  • If the export process fails:
    • the system moves the project(s) to the Failed to Export list.
    • To view this list, click Failed To Export in the right pane.

Reject the Project

  1. In the Ready to Export page, locate the desired change order in the Projects In Procore Not Synced to Viewpoint Vista table.
  2. Review the desired project's information.
    Note: To view the project information in more detail, click the hyperlink in the 'Project Name' field. You must have access permission to the project in order to use this hyperlink. 
  3. Reject the project as follows:
    1. Reject. Choose this option button to indicate that you are rejecting the item for export.

    2. Enter a Comment. Type a reason for your rejection in this box.

    3. Reject. Click this button to reject the item.

What happens next:

  • The system sends an automated email notification with the subject line 'ERP Project Rejection Notification' to the person who created the commitment and to any users designated as an accounting approver on the project.
  • Procore removes the project from the 'Ready to Export' list and returns it to an editable state in the project's Admin tool, so the user can make the correction and then re-send the project to the ERP Integrations tool for acceptance by an accounting approver. See Add a Procore Project to Viewpoint Vista.

See Also