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Procore

Sync Job Cost Transactions from Yardi Voyager® into Procore

Objective

To import the job cost transactions created in Yardi Voyager® to view ERP direct costs detail in a Procore budget.

Background

If your Procore company account is integrated with Yardi Voyager®, you now have the ability to import job cost transaction data from Yardi Voyager®. Once imported, the values of those transactions can be viewed in the 'Direct Costs' column on a budget line item. In addition, users who are assigned the appropriate granular permission can also click the values in the 'Direct Costs' column in the budget tool to open a window showing detailed information about the item.

This feature provides users who have the Procore + Yardi Voyager® integration with the following features and benefits:

  • Add a 'Direct Costs' source column to your Procore project's budget view
    Provides authorized users with the ability to add a 'Direct Costs' column to your project's budget view. 
  • Track Yardi Voyager® direct costs in a Procore budget
    Once the 'Direct Costs' column has been added to a budget view, project users with access permissions to the budget can view the lump-sum totals from the Yardi Voyager® job cost transactions as a direct cost value on a budget line item. The value in this column shows your project's 'Direct Costs' total for all items in the 'Pending', 'Revise and Resubmit', and 'Approved' status. Note: An accounting approver can sync the job cost transaction details from the Yardi Voyager® on the Job Costs tab of the ERP Integrations tool.
  • View direct cost transaction detail on a budget line item
    Project users with the 'View Direct Cost Details' granular permission enabled on their permission template can click the hyperlink in the Direct Costs column of a budget line item to open the direct cost's details in a popup window. This granular permission is located in the 'Budget' section when configuring a permission template.
  • Choose which direct costs appear in your budget view
    Provides authorized users with the ability to show or hide certain types of direct costs. Procore imports direct costs from Yardi Voyager® with types of subcontractor invoice (for payables against commitments), invoice (for non-commitment payables) and expense (for journal entries).

Things to Consider

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Job Costs tab. 

     
  3. Click Sync Job Costs
     Note
    The synchronization process imports all new jobs costs on all ERP-integrations projects in your company's Procore account. For Yardi Voyager®, this means that job cost transactions that you have created in Yardi Voyager® are imported into Procore. 

See Also