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Procore

Configure Settings: ERP Integrations for the Viewpoint® Vista™ Integration by Ryvit

Objective

To configure the settings for the ERP Integrations tool for Viewpoint® Vista™ Integration by Ryvit

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the company's ERP Integrations tool. 

Steps

  1. Navigate to the company's ERP Integrations tool 
  2. Click Configure Settings .
  3. Your Procore point of contact will work with your Viewpoint® Vista™ Integration by Ryvit administrator to configure these settings:
  4. Click Update.

Connection Settings 

If you are integrating Procore with Viewpoint® Vista™ Integration by Ryvit, your Procore point of contact will enter the following information for the Ryvit Service for Viewpoint® Vista™ Integration by Ryvit (www.hh2.com):

  • Service URL. This is provided to Procore by Ryvit.
  • Service User. This is provided to Procore by Ryvit.

General Settings  

If you are integrating Procore with Viewpoint® Vista™ Integration by Ryvit, your Procore point of contact will also configure these general settings:

  • Default Project Template
    If you have created a project template in the Porfolio tool (see Configure a Project Template), you can select that template from this drop-down list. This will apply the template to the Procore project that is created when you import a Viewpoint® Vista™ Integration by Ryvit job (see Add a Viewpoint® Vista™ Integration by Ryvit Job to Procore). 
  • Default Subcontract Commitment. 
  • Cost Type for Converted Bids
  • Subcontract Commitment SOVs.
  • Use Procore Contract #
    Mark this checkbox if you want Procore to populate the 'Commitment ID' field with the Procore contract number, when your users create a commitment in Procore. See Create a Commitment. (Note: This settings affects only commitments created in Procore. Users also retain the ability to change the Commitment ID in Procore).
  • Use Procore Change Order #
    Mark this checkbox if you want Procore to populate the 'CCO ID' field with the Procore's CCO ID, when your users create a commitment change order in Procore. See Create a Commitment Change Order (CCO) (Note: This settings affects only CCO's created in Procore and users retain the ability to change the CCO ID in Procore).
  • Automatically add new cost code/cat. combinations to budgets on projects integrated with Viewpoint® Vista™ Integration by Ryvit
    Mark this checkbox if you want Procore to automatically add the cost code/category combo as a new budget line item regardless of whether or not the budget is locked or unlocked. If the budget is unlocked, Procore will automatically import the Estimate amount found in Viewpoint® Vista™ Integration by Ryvit to the Original Budget column. If the budget is locked, Procore will still add the line item for the new cost code/category combination, but will set the Original Budget column to $0 (Note: Original budgeted amounts will not be imported if the budget is locked).
  • Procore's Budget Direct Cost Column
    • Read only, populate from Viewpoint® Vista™ Integration by Ryvit
      On Viewpoint® Vista™ Integration by Ryvit integrated projects, the Budget's 'Direct Cost' column can either be read only and populated with data from Viewpoint® Vista™ Integration by Ryvit or editable and not populated from Viewpoint® Vista™ Integration by Ryvit.
      OR
    • Editable, do not populate from Viewpoint® Vista™ Integration by Ryvit
      If you're using the Direct Costs tab, the data will always be populated from Procore's Direct Costs Tool.
  • Vendors will be automatically updated
    • Automatically update vendors when refreshing vendor list
      Choose this option if you want Procore to automatically update the vendor/company record in the Directory tool with information that has been added in Viewpoint® Vista™ Integration by Ryvit.
      OR
    • Do not update vendors
      Choose this option to prevent Procore from automatically updating the vendor/company records in the Directory tool with information that has been added in Viewpoint® Vista™ Integration by Ryvit. 

See Also

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.