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Update Project Cost Codes for Export to Viewpoint Vista


To review new cost code and cost type assignments in a Procore project and approve those codes and cost types for export to Viewpoint Vista.


If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Viewpoint Vista Standard Cost Code List (see Add Viewpoint Vista Standard Cost Codes to a Project), a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver.

Important! Before you can export any contracts or contract change orders to Viewpoint Vista, you must always update the project's cost codes first. 
The accounting approver then reviews the new cost codes and cost type assignments in the ERP Integrations tool and then updates the codes as described in the Steps below.  This approves the cost code updates in Procore and gives Procore the permission it needs to export those codes to Viewpoint Vista, so your Procore project and the Viewpoint VistaRE job are in sync. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level permission on the ERP Integrations tool.
    • 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:
  • Additional Information:
    • If a new cost code that already has a different cost type assignment in Procore is approved/updated, both cost type assignments will be tied to the cost code.
    • Existing cost code descriptions in Viewpoint Vista will not be overwritten. For example, if the cost code already has a description in Viewpoint Vista that's different from the Standard Cost Code's description that appears in Procore, the cost code's description in Viewpoint Vista will stay the same.


Review Projects

  1. Navigate to the company's ERP Integrations tool.
    This reveals the Viewpoint Vista page. 
  2. Click the Jobs subtab.
    This shows the Ready to Import filter with the Jobs Only in Viewpoint Vista table by default.
  3. Under Filters, click Ready to Update.


    This reveals the Projects in Procore Ready to Update in Viewpoint Vista page. 
  4. Click View Requested Updates


    This reveals the 'Cost Codes for Update' window. 
  5. Review the new cost codes. 


    Note: You cannot make any changes to cost codes or cost type assignments in this window. See Assign Default Cost Types To Viewpoint Vista Cost Codes.
  6. Click the close (x) icon to exit out of the 'Cost Codes for Update' window.
  7. If you are ready to accept the new cost codes, click Update
    The system will export the new codes codes in Procore to your integrated Viewpoint Vista system during the next data sync. See How often can I sync data between Viewpoint Vista and Procore?

See Also