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Add Viewpoint® Vista™ Standard Cost Codes to a Project

Objective

To add Company Level 'Viewpoint® Vista™ Integration by Ryvit Standard Cost Codes' to a 'Project Cost Codes' list in Procore.

Background

During the course of a construction project, commitments, and commitment changes orders are created. When this happens, a need to add new phase codes to the Viewpoint® Vista™ Integration by Ryvit might arise. You will also need to add those phase codes to your Procore project. When you create a new phase code in Viewpoint® Vista™ Integration by Ryvit, those codes are synced with your Viewpoint® Vista™ Integration by Ryvit Standard Cost Code List in Procore's Company level Admin tool. After the codes are synced, you can then use the Steps below to copy the Viewpoint® Vista™ Integration by Ryvit Standard Cost Code List to the Project Cost Codes list. 

Things to Consider

Steps

Add Standard Cost Codes to a Project

  1. Navigate to the project's Admin tool. 
    This reveals the 'General Project Information' page. 
  2. Under Project Settings, click Cost Codes.

    project-settings-ccs.png

    This reveals the Project Cost Codes page. The area on the left reveals the 'Viewpoint® Vista™ Integration by Ryvit Standard Cost Codes' list. 
  3. In the list on the left, choose one of the following:
    • Click Copy All Codes. This moves all of the 'Viewpoint® Vista™ Integration by Ryvit Standard Cost Codes' at the Company level (i.e., the cost codes that have been synced with Viewpoint® Vista™ Integration by Ryvit) to the 'Project Cost Codes' list in Procore.

      vv-copy-all-codes.png

      OR
    • Highlight the desired cost code(s) in the 'Standard Cost Codes' list on the left. Then click Copy Selected Codes. This moves only the selected cost code(s) to the 'Project Cost Codes' list in Procore. 

      vv-copy-selected-codes.png
       
  4. Continue with Update the Cost Code Cost Type Assignments.

Update the Project Cost Code Cost Type Assignment

  1. Navigate to the project's Admin tool.
    This reveals the 'General Project Information' page. 
  2. Under 'Project Settings', click Cost Code Cost Type Assignments.
    This reveals the 'Cost Code Cost Type Assignments' page. 
  3. For every cost code in your project's list, mark one or more checkboxes to assign the code to a cost type (or cost types).

    cost-code-type-assignments.png

    Note: The cost type abbreviations in this list are populated with the abbreviations that have been imported from your Viewpoint® Vista™ Integration by Ryvit system. For more information, see What are Standard Cost Types in the Cost Types Configuration Page? 
  4. Click Save.
  5. Continue with Resend the Project Cost Codes to ERP.

Resend the Project Cost Codes to ERP

Now that you've added the new cost code(s) and updated the cost type assignment(s) in the Admin tool, you'll need to send those changes to the ERP Integrations tool so it can be reviewed by an accounting approver.

  1. Navigate to the project's Admin tool.
    OR
    Under Project Settings, click General.
  2. Under the 'Project Settings' menu in the right pane, click General.
    Note: A banner appears across the top of the page to notify you when a project has new cost codes or cost types that need to be synced with Viewpoint® Vista™ Integration by Ryvit. 
  3. Click Re-send to ERP.
    Note: If the Re-send to ERP button is grayed out and unavailable, hover your mouse cursor over the button to view a tooltip showing the reason.

    re-send-to-erp-button.png

    ​Procore sends the new cost code and cost type data to the ERP Integrations tool. A banner appears across the top of the page to indicate that the project data in the Admin tool currently being reviewed by an accounting approver.  While the project data is being reviewed, users cannot make changes in the Admin tool. 

Next Steps

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.