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Procore

Export a Procore Budget to the Viewpoint® Vista™ Integration by Ryvit

Objective

To export a budget from Procore to your company's integrated ERP system

Background

The workflow for creating, accepting, and exporting a Procore budget into an integrated ERP system includes these tasks:

  1. A project manager performs these tasks:
    • Creates the project budget using the Budget tool.
    • Locks the project's budget.
    • Sends the budget to the ERP Integrations tool for acceptance by an accounting approver. 
  2. An accounting approver (see What is the accounting approver role?) performs these tasks:
    • Reviews the budget in the ERP Integrations tool.
    • Submits one (1) of these responses to the budget using the ERP Integrations tool:
      • Accept. Accepts the budget data and exports it from Procore. 
        OR
      • Reject. Rejects the budget and returns it to the Budget tool in an editable state. The data can then be corrected in the Budget tool and then re-sent to the ERP Integrations tool for acceptance by an accounting approver.

Things to Consider

Workflows

Budget Setup Workflow

If you are setting up the budget for a Viewpoint® Vista™ Integration by Ryvit project for the first time, use the workflow below as a guideline. 
Notes:

  • Important! When setting up a new project in Procore, you must always create the budget in one system and then export it to the other system. You cannot create a budget in both systems and then sync those budgets at a later time. 
  • Important! The Import a Budget (CSV) step is not currently supported with the Procore + Viewpoint® Vista™ Integration by Ryvit integration.

vista-budget-setup.png

 

Budget Update Workflow

If you need to update a budget in Procore after exporting it to Viewpoint® Vista™ Integration by Ryvit, use the workflow below as a guideline. 
Notes:

  • Important! The Create a Budget Modification and Delete a Budget Line Item steps are not currently supported with the Viewpoint® Vista™ Integration by Ryvit.
  • Important! Budget deletions are not currently supported for export to Viewpoint® Vista™ Integration by Ryvit.

vista-update-and-export-a-budget.png

Steps

  1. A project manager ( or user with 'Admin' permission on the Budget tool) will:
  2. An accounting approver will accept the budget (see Accept or Reject a Budget for Export to Viewpoint® Vista™ Integration by Ryvit). Once accepted, the system exports the budget data from Procore and syncs it to your Viewpoint® Vista™ Integration by Ryvit system. 
  3. When the export is successful, go to the JC Job Phase for in Viewpoint® Vista™ Integration by Ryvit to review the Original Estimate. See your Viewpoint® Vista™ Integration by Ryvit Help system for instructions.
    After you sync the budget for the first time, you can also sync an updated Procore budget to 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.