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Procore

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Viewpoint® Vista™ Integration by Ryvit.


Job Setup

There are two different ways to set up job with the Viewpoint® Vista™ Integration by Ryvit.
Important! Jobs must be created in one location and pushed to the other, jobs CANNOT be created in both locations and linked together.

Budget Setup

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

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

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Vista™ Integration by Ryvit.
Important! After a Procore project is synced with a Viewpoint® Vista™ Integration by Ryvit job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Viewpoint® Vista™ Integration by Ryvit.

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Viewpoint® Vista™ Integration by Ryvit.
Important! Change orders can only be created from synced commitments.

Import and Re-Import a Prime Contract

Follow the steps outlined below to import a prime contract created in the Viewpoint® Vista™ Integration by Ryvit into Procore. If you make changes to the prime contract after the initial import, you must re-import it into Procore. 

Create and Export PCCOs

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to the Viewpoint® Vista™ Integration by Ryvit.

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and the Viewpoint® Vista™ Integration by Ryvit.

Important! Vendors can be created in either Procore or Viewpoint® Vista™ Integration by Ryvit. 

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.

 

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