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Procore

Permissions

ERP Integrations

The tables below highlights the required permissions to perform different tasks in the ERP Integrations tool. Tasks and permissions may vary, depending upon which ERP accounting system has been integrated to work with your company's Procore account. To learn more, see the appropriate integration below.


Sage 100 ContractorSage 300 CRE | Spectrum | QuickBooks | Viewpoint Vista


Sage 100 Contractor

Task Read-Only Standard Accounting Approver1 Admin
Accept or Reject a Budget for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept a Reject a Company for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Add Sage 100 Standard Cost Codes to a Project       icon_checkmark_h17.png
Add a Phase from Sage 100 to a Procore Project as a Sub Job   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Procore Project to Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 100 Job to Procore   icon_checkmark_h17.png2   icon_checkmark_h17.png
Add a Sage 100 Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add a Sub Job to a Procore Project       icon_checkmark_h17.png
Archive a Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Cost Types to Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 100       icon_checkmark_h17.png
Configure the ERP Integration Settings       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Sage 100       icon_checkmark_h17.png
Create an hh2 Service Account in Sage 100 3 Requires permission to create accounts in Sage 100 Contractor®
Create and Sync Vendors with Sage 100 Contractor       icon_checkmark_h17.png
Delete a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit a Commitment Synced with Sage 100       icon_checkmark_h17.png
Edit the Name of a Sub Job from Sage 100 in a Procore Project       icon_checkmark_h17.png
Export a CCO to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Procore Budget to Sage 100     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Sage 100 Contractor     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Import a Sage 100 Prime Contract into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Sage 100 Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Sage 100   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Sage 100 Contractor       icon_checkmark_h17.png
Restore an Archived Sage 100 Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Retrieve a Project from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Search the ERP Integrations Tool icon_checkmark_h17.png      
Sync Procore Projects with Sage 100 Jobs       icon_checkmark_h17.png
Sync a Sage 100 Prime Contract with Procore       icon_checkmark_h17.png
Unlink a Synced Sage 100 Vendor       icon_checkmark_h17.png
Update Project Cost Codes for Export to Sage 100     icon_checkmark_h17.png  
View a List of Synced Sub Jobs for Sage 100   icon_checkmark_h17.png2   icon_checkmark_h17.png
View a Sage 100 Job Costs Report       icon_checkmark_h17.png
View an Accountant Report for Sage 100       icon_checkmark_h17.png
View the Archived Vendors List for Sage 100       icon_checkmark_h17.png
View the Sync Schedule Page for Sage 100       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 100 Contractor® and requires the user to have permission to create accounts.

Sage 300 CRE

Task Read-Only Standard Accounting Approver 1 Admin
Accept or Reject a Budget for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Change Order for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Project for Export to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Add a Procore Company into Sage 300 CRE       icon_checkmark_h17.png
Add a Procore Project to Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job   icon_checkmark_h17.png2    
Add a Sage 300 CRE Job to Procore    icon_checkmark_h17.png   icon_checkmark_h17.png
Add a Sage 300 CRE Vendor to Procore's Company Directory       icon_checkmark_h17.png
Add Sage 300 CRE Standard Cost Codes to a Procore Project       icon_checkmark_h17.png
Archive a Sage 300 CRE Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Assign Default Categories to Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Configure Cost Code Preferences for Sage 300 CRE       icon_checkmark_h17.png
Configure the ERP Integration Settings for Sage 300 CRE       icon_checkmark_h17.png
Configure Sync Schedule for Sage 300 CRE       icon_checkmark_h17.png
Configure the Vendor Type Import Settings for Sage 300 CRE       icon_checkmark_h17.png
Consolidate and Link Sage 300 CRE Vendors to Procore Companies       icon_checkmark_h17.png
Create an hh2 Service Account in Sage 300 CRE 3 Requires permission to create accounts in Sage 300 CRE
Edit a Commitment Synced with Sage 300 CRE       icon_checkmark_h17.png
Export a Budget to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment Change Order to Sage 300 CRE     icon_checkmark_h17.png icon_checkmark_h17.png
Import a Budget from Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Link a Sage Vendor to a Procore Company       icon_checkmark_h17.png
Perform an On-Demand Sync with Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Re-import a Budget from Sage 300 CRE   icon_checkmark_h17.png   icon_checkmark_h17.png
Request to Enable ERP Integrations for Sage 300 CRE       icon_checkmark_h17.png
Restore an Archived Sage 300 CRE Vendor in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Retrieve a Budget from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Commitment Change Order from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Commitment from the ERP Integrations Tool       icon_checkmark_h17.png
Retrieve a Project from the ERP Integrations Tool       icon_checkmark_h17.png
Search the ERP Integrations Tool icon_checkmark_h17.png      
Unlink Commitments Synced with Sage 300 CRE®       icon_checkmark_h17.png
Unlink CCOs Synced with Sage 300 CRE®       icon_checkmark_h17.png
Unlink a Sage 300 CRE® Vendor       icon_checkmark_h17.png
Unarchive a Sage 300 CRE® Vendor   icon_checkmark_h17.png   icon_checkmark_h17.png
Update Project Cost Codes for Export to Sage 300 CRE®     icon_checkmark_h17.png  
View a Sage 300 CRE® Job Costs Report       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) a users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Sage 300 CRE and requires the user to have permission to create accounts.


Spectrum


QuickBooks

The following table highlights which user permissions are required on the ERP Integrations tool to perform the described user action.

This page details the Procore tools and minimum permissions required to complete specific tasks when your company's Procore account has the ERP Integrations tool configured to work with QuickBooks. 

Admin
Task Standard Admin Procore point of contact
Configure Cost Code Preferences for QuickBooks   icon_checkmark_h17.png  
Send Unsynced Standard QuickBooks Cost Codes to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Delete Project Cost Codes from a Procore + QuickBooks® Project   icon_checkmark_h17.png  
Bidding
Task Standard Admin Procore point of contact
Award a Winning Bid and Convert it to a Purchase Order   icon_checkmark_h17.png  
Award a Winning Bid and Convert it to a Subcontract   icon_checkmark_h17.png  
Budget
Task Standard Admin Procore point of contact
Create a Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Missing Budget Line Item icon_checkmark_h17.png icon_checkmark_h17.png  
Create a Budget Modification  icon_checkmark_h17.png icon_checkmark_h17.png  
Lock a Budget   icon_checkmark_h17.png  
Resend a Rejected Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a Budget from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Budget to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Commitments
Task Standard Admin Procore point of contact
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with QuickBooks     icon_checkmark_h17.png
Edit a Commitment (Unsynced) icon_checkmark_h17.png 3 icon_checkmark_h17.png  
Edit a Commitment Synced with QuickBooks icon_checkmark_h17.png 3 icon_checkmark_h17.png  
Request to Delete a Commitment Synced with QuickBooks   icon_checkmark_h17.png  
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Resend a Rejected CCO to ERP for Accounting Acceptance   icon_checkmark_h17.png  
Retrieve a Commitment from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Retrieve a CCO from ERP Integrations Before Acceptance   icon_checkmark_h17.png  
Send a Commitment to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Send a CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Directory
Task Standard Admin  
Add a Company to the Company Directory   icon_checkmark_h17.png  
Add a Company to the Project Directory icon_checkmark_h17.png 5 icon_checkmark_h17.png  
Consolidate and Link QuickBooks Vendors to Procore Companies   icon_checkmark_h17.png  
Create and Sync Vendors with the QuickBooks Integration   icon_checkmark_h17.png 4  
Link a QuickBooks Vendor to a Procore Company   icon_checkmark_h17.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png 4  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Portfolio
Task Standard Admin Procore point of contact
Add a New Procore Project into QuickBooks icon_checkmark_h17.png 7 icon_checkmark_h17.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon_checkmark_h17.png 6 icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a Commitment for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a CCO for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Accept or Reject a Procore Company for Export to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Budget to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Commitment to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a CCO to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Export a Vendor/Company to QuickBooks icon_checkmark_h17.png icon_checkmark_h17.png  
Unlink CCOs Synced with QuickBooks®   icon_checkmark_h17.png 8  

1 Also requires the 'Can Push to Accounting' privilege. 

2 Also requires the 'Create Purchase Order' and/or 'Create Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks. See Grant Granular Permissions in a Permission Template.

3 Also requires the 'Update Purchase Order' and/or 'Update Subcontract' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform these tasks.See Grant Granular Permissions in a Permission Template

4 Also requires the 'Admin' level permission on the ERP Integrations tool.

5 Also requires the 'Create and Edit Companies' granular permission. For special use cases, Read-Only users can also be granted granular permission to perform this task. See Grant Granular Permissions in a Permission Template.

6 The Project level report also requires 'Read-only' level permission on the Budget and Prime Contract tool. The Company level report does NOT support 'Standard' level permission access. 

7 Also requires the 'Add New Project' privilege. See Allow Users to Create New Projects

8 Also requires 'Admin' level permission on the Commitments tool. 


Viewpoint Vista

Task Read-Only Standard Accounting Approver1 Admin
Integration by Ryvit: Accept or Reject a Budget for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Commitment for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a CCO for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Company for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Prime Contract Change Order (PCCO) for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Accept or Reject a Project for Export to Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Add a Viewpoint® Vista™ Job to Procore   icon_checkmark_h17.png2    
Integration by Ryvit: Add a Procore Project to Viewpoint® Vista™   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Add Viewpoint® Vista™ Standard Cost Codes to a Project       icon_checkmark_h17.png
Integration by Ryvit: Archive a Company Record in Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Assign Default Cost Types To Viewpoint® Vista™ Cost Codes   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Configure Cost Code Preferences for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Configure ERP Integrations Settings for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Consolidate and Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Create and Sync Viewpoint® Vista™ Vendors and Procore Companies       icon_checkmark_h17.png4
Integration by Ryvit: Delete a Commitment Synced with Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Export a Procore Budget to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Commitment Change Order (CCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Export a Prime Contract Change Order (PCCO) to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import an Original Estimate from Viewpoint® Vista™ into Procore     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Import a Viewpoint® Vista™ Vendor Record to Procore       icon_checkmark_h17.png
Integration by Ryvit: Link Viewpoint® Vista™ Vendors and Procore Company Records       icon_checkmark_h17.png
Integration by Ryvit: Re-import an Original Estimate from Viewpoint® Vista™ into Procore   icon_checkmark_h17.png   icon_checkmark_h17.png
Integration by Ryvit: Re-import a Prime Contract into Procore from Viewpoint® Vista™     icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Request to Connect Procore to Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: Restore an Archived Procore Company   icon_checkmark_h17.png          icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Budget from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Commitment from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a CCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a Company from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Retrieve a PCCO from ERP Integrations Before Acceptance       icon_checkmark_h17.png
Integration by Ryvit: Search the ERP Integrations Tool icon_checkmark_h17.png      
Integration by Ryvit: Setup the Ryvit Service to Connect Procore to Viewpoint® Vista™ 3 Requires permission to create accounts in  Integration by Ryvit
Integration by Ryvit: Sync Procore Projects with Viewpoint® Vista™ Jobs       icon_checkmark_h17.png
Integration by Ryvit: Unlink a Viewpoint® Vista™ Vendor and Procore Company Record       icon_checkmark_h17.png
Integration by Ryvit: Update Project Cost Codes for Export to Viewpoint® Vista™   icon_checkmark_h17.png icon_checkmark_h17.png icon_checkmark_h17.png
Integration by Ryvit: View an Accountant Report for Viewpoint® Vista™       icon_checkmark_h17.png
Integration by Ryvit: View the Archived Vendors List for Viewpoint® Vista™        
Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™       icon_checkmark_h17.png

1 An accounting approver can be either (1) a user with Admin permissions to the ERP Integrations tool or (2) users with 'Standard' permission who has been granted the 'Can Push to Accounting' privilege. See What is the Accounting Approver role? 

2 Requires 'Standard' level permission to the ERP Integrations tool and one (1) of the following: (1) 'Admin' level permission on the Company Directory or a Procore user account that has been granted the 'Create New Project' privilege. See Allow Users to Create New Projects.

3 This task is performed in Viewpoint ® Vista™ and requires the user to have permission to create accounts.

4 This task also requires 'Admin' level permission to the Company Directory.

 

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