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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.


Dexter + Chaney SpectrumQuickBooks | Sage 300 CRE


Dexter + Chaney Spectrum

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 Dexter + Chaney Spectrum. 

Admin
Task Standard Admin Procore point of contact
Enable the ERP Integrations Tool     icon_checkmark_h17.png
Request to Enable ERP Integrations for Spectrum   icon_checkmark_h17.png  
Budget
Task Standard Admin  
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  
Import a Budget (CSV) 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  
Create a Commitment icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Commitment Change Order (CCO)   icon_checkmark_h17.png  
Create a CCO from a Change Event   icon_checkmark_h17.png1  
Create a Subcontract icon_checkmark_h17.png2 icon_checkmark_h17.png  
Create a Purchase Order icon_checkmark_h17.png2 icon_checkmark_h17.png  
Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Edit a Commitment (Unsynced) icon_checkmark_h17.png3 icon_checkmark_h17.png  
Edit a Commitment Synced With Spectrum icon_checkmark_h17.png3 icon_checkmark_h17.png  
Request to Delete a Commitment Synced with Spectrum   icon_checkmark_h17.png  
Resend a Rejected CCO to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Resend a Rejected Commitment to ERP Integrations for Accounting 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  
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.png4 icon_checkmark_h17.png  
Consolidate Duplicate Vendors in the Company Directory   icon_checkmark_h17.png  
Create and Sync Vendors with the Spectrum Integration   icon_checkmark_h17.png5  
Link a Spectrum Vendor to a Procore Company   icon_checkmark_h17.png  
Resend a Rejected Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
Restore an Archived Spectrum Vendor in ERP Integrations icon_checkmark_h17.png    
Send a Procore Company to ERP Integrations for Accounting Acceptance   icon_checkmark_h17.png  
ERP Integrations
Task Standard Admin + Accounting Approver
Accept or Reject a Budget for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a CCO for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Commitment for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Accept or Reject a Company for Export to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Job to Procore icon_checkmark_h17.png icon_checkmark_h17.png
Add a Spectrum Vendor to the Company Directory icon_checkmark_h17.png icon_checkmark_h17.png
Archive a Spectrum Vendor in Procore icon_checkmark_h17.png icon_checkmark_h17.png
Configure Advanced Settings: ERP Integrations for Spectrum   icon_checkmark_h17.png  
Configure ERP Integrations Settings   icon_checkmark_h17.png  
Configure the Vendor Type Import Settings for Spectrum   icon_checkmark_h17.png  
Export a Budget to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a CCO to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Commitment to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Export a Vendor/Company to Spectrum icon_checkmark_h17.png icon_checkmark_h17.png
Refresh the Vendor List   icon_checkmark_h17.png  
View a Spectrum Job Costs Report   icon_checkmark_h17.png  
View an Accountant Report for Spectrum   icon_checkmark_h17.png  
View the Archived Vendors List for Spectrum   icon_checkmark_h17.png  

1 Also requires 'Standard' level permission or higher on the Change Events tool. 

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 '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.

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


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  
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.png3 icon_checkmark_h17.png  
Edit a Commitment Synced with QuickBooks icon_checkmark_h17.png3 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.png5 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.png4  
Link a QuickBooks Vendor to a Procore Company   icon_checkmark_h17.png  
Retrieve a Company from ERP Integrations Before Acceptance   icon_checkmark_h17.png4  
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.png7 icon_checkmark_h17.png  
Reports
Task Standard Admin Procore point of contact
View a QuickBooks Job Cost Report icon_checkmark_h17.png6 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  

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


Sage 300 CRE

Task Read-Only Standard Accounting Approver1 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 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.

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Last modified
16:14, 8 Feb 2017

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