Sage 300 CRE - User Permissions

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Sage 300 CRE

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 Sage 300 CRE®.

Company Level Tools

Admin Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Company Admin tool.

Task	None	Read Only	Standard	Admin
Configure Cost Code Preferences for Sage 300 CRE®
Delete Project Cost Codes from a Procore + Sage 300 CRE® Project

Directory Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Company Directory tool.

Task	None	Read Only	Standard	Admin
Consolidate Duplicate Vendors in the Company Directory
Remove Company Duplicates from the Procore Directory
Send a Procore Company to the ERP Integrations Tool

ERP Integrations Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on ERP Integrations tool.

Task	Read Only	Standard	Admin
Accept or Reject a Budget for Export to Sage 300 CRE
Accept or Reject a Change Order for Export to Sage 300 CRE
Accept or Reject a Commitment for Export to Sage 300 CRE
Accept or Reject a Project for Export to Sage 300 CRE
Add a Procore Company into Sage 300 CRE
Add a Procore Project to Sage 300 CRE
Add a Sage 300 CRE Extra to a Procore Project as a Sub Job		²
Add a Sage 300 CRE Job to Procore
Add a Sage 300 CRE Vendor to Procore's Company Directory
Add Sage 300 CRE Standard Cost Codes to a Procore Project
Archive a Sage 300 CRE Vendor in Procore
Assign Default Categories to Cost Codes
Configure Cost Code Preferences for Sage 300 CRE
Configure the ERP Integration Settings for Sage 300 CRE
Configure Sync Schedule for Sage 300 CRE
Configure the Vendor Type Import Settings for Sage 300 CRE
Consolidate and Link Sage 300 CRE Vendors to Procore Companies
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
Export a Budget to Sage 300 CRE
Export a Commitment to Sage 300 CRE
Export a Commitment Change Order to Sage 300 CRE
Import a Budget from Sage 300 CRE
Link Vendors in Sage 300 CRE to Matching Companies in Procore			⁴
Perform an On-Demand Sync with Sage 300 CRE
Re-import a Budget from Sage 300 CRE
Request to Enable ERP Integrations for Sage 300 CRE
Restore an Archived Sage 300 CRE Vendor in Procore
Retrieve a Budget from the ERP Integrations Tool
Retrieve a Commitment Change Order from the ERP Integrations Tool
Retrieve a Commitment from the ERP Integrations Tool
Retrieve a Project from the ERP Integrations Tool
Search the ERP Integrations Tool
Unlink Commitments Synced with Sage 300 CRE®
Unlink CCOs Synced with Sage 300 CRE®
Unlink a Sage 300 CRE® Vendor
Unarchive a Sage 300 CRE® Vendor
Update Project Cost Codes for Export to Sage 300 CRE®
View a Sage 300 CRE® Job Costs Report

¹An accounting approver is a user with either 'Standard' or 'Admin' permissions to the ERP Integrations tool 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.

⁴ Access permission to the Directory tool is not required to create a link.

Project Level Tools

Admin Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on Project Admin tool.

Task	None	Read Only	Standard	Admin
Add 'Sub Job' Segment Items to a Procore Project
Edit the Name of a Sub Job in a Procore Project
Refresh ERP Cost Codes on a Project
Delete Project Cost Codes from a Procore + Sage 300 CRE® Project

Bidding Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Bidding tool.

Task	None	Read Only	Standard	Admin
Award a Winning Bid and Convert it to a Purchase Order
Award a Winning Bid and Convert it to a Subcontract

Budget Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Budget tool.

Task	None	Read Only	Standard	Admin
Send a Budget to ERP Integrations for Accounting Acceptance

Commitments Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Commitments tool.

Task	None	Read Only	Standard	Admin
Create a Commitment
Create a Commitment Change Order
Create a Purchase Order
Create a Subcontract
Delete a Commitment Synced with Sage 300 CRE®
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Send a Change Order to ERP Integrations for Accounting Acceptance
Send a Commitment to ERP Integrations for Accounting Acceptance

Directory Tool

To complete the following tasks for Procore + Sage 300 CRE®, you will need these permissions on the project's Directory tool.

Task	None	Read Only	Standard	Admin
Add a Procore Company into Sage 300 CRE®