Refresh the Cost Codes on an ERP Integrated Project
Objective
To refresh Procore's Project level cost code list after adding a new cost code in the integrated ERP system.
Background
When your company's Procore account is integrated with one of the integrated ERP systems (e.g., Integration by Procore: Viewpoint® Spectrum®, Integration by Ryvit: Viewpoint® Vista™, QuickBooks®, Sage 100 Contractor®, Sage 300 CRE®, etc.), your Procore Administrator will choose how your project team will manage its cost codes. If it was decided that your team will update cost codes in your integrated ERP system and then import those codes into Procore's Company level Admin tool, your project teams will need to remember to refresh the cost code lists on to ensure any new codes are available on each Procore project.
Things to Consider
- Required User Permission:
- 'Admin' level permissions on the Project level Admin tool
- Prerequisites:
- The Company level ERP Integrations tool must be enabled. See Request to Enable the ERP Integrations Tool.
- The project must be configured to use the ERP-specific Standard Cost Code list, see Configure Cost Code Preferences for ERP.
- If you are using Sage 300 CRE®, the system must complete a sync with the hh2 Cloud Service. See How often can I sync data between Sage 300 CRE® and Procore?
- Supported Cost Code Delimiters:
- If your company has enabled the ERP Integrations tool for Sage 300 CRE®, Procore permits the following cost code delimiters from Sage 300 CRE®: forward slash(/), dash (-), and period (.).
Steps
- Navigate to the Project level Admin tool.
This reveals the Admin page. - Under Project Settings, click Cost Codes.
This opens the cost codes page. - Click Refresh Cost Codes.
A GREEN banner appears to indicate that a refresh is in progress. When the banner disappears, the refresh is complete.