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Procore

Integration by Procore: Connects Procore to Viewpoint® Spectrum®

Overview

Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.

  • Avoid errors and dual entry with synchronized project cost data. 
  • Access real-time financial information from Viewpoint® Spectrum®. 
  • Your Accounting Team retains full control over exporting Procore data to Viewpoint® Spectrum®. 

Requirements

  • Company Administrator permissions to the Procore web application
  • Procore + Viewpoint® Spectrum® Construction Software Connector
  • Viewpoint® Spectrum® Data Exchange. Note: If you do NOT currently have this app, it is available for purchase from Viewpoint® Spectrum®.
  • A compatible edition of Viewpoint® Spectrum® Construction Software (see Software Compatibility below)

Software Compatibility

Supported Editions

The Integration by Procore supports these US editions of Viewpoint® Spectrum®:

  • Viewpoint® Spectrum® 2023 R2, 2024 R1, 2024 R2, 2024 R3
  • Cloud Version (self-hosted or hosted by Viewpoint)
WHen do supported versions change?

When a new version of Viewpoint® Spectrum® is released, Procore begins the process of validating the new version for compatibility with the integration. Validation will typically be completed within 2 months of the date a new version is released.

Once a new version has been validated, and is noted as supported by the integration with Procore, support for the oldest previously supported version will be discontinued. For example, following the release and validation of Viewpoint® Spectrum® version 2022R2, version 2021R1 will no longer be supported for use with the integration. 

Tutorials

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FAQ

Workflows

The following workflow diagrams explain the order of operations when creating certain types of items in a Procore account that's integrated with Viewpoint® Spectrum®.

Sync Procore Projects with Viewpoint® Spectrum® Jobs

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Add a Viewpoint® Spectrum® Job to Procore

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Add a Procore Project to Viewpoint® Spectrum®

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Create and Sync Vendors

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Set Up and Export a Budget

Follow the steps below to either (1) import a Viewpoint® Spectrum® budget into Procore, or (2) create a budget in Procore and then export it to Viewpoint® Spectrum® with the Integration by Procore.

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Update and Export a Budget

If you need to update a budget in Procore after exporting it to Viewpoint® Spectrum® with the Integration by Procore, use the workflow below as a guideline.

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Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.

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Create and Export CCOs

Follow the steps below to create CCOs in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.

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Permissions

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

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Accept or Reject Owner Invoices for Export to ERP

 Web

     

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Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

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Accept or Reject a Budget for Export to ERP

 Web

     

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Accept or Reject a CCO for Export to ERP

 Web

     

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Accept or Reject a Commitment for Export to ERP

 Web

     

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Accept or Reject a Company for Export to ERP

 Web

     

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Accept or Reject a PCCO for Export to ERP

 Web

     

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Accept or Reject a Project for Export to ERP

 Web

     

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Accept or Reject a Sub Job for Export to ERP

 Web

     

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Add a Procore Project to your ERP System

 Web

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Add an ERP Company to the Procore Company Directory

 Web

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Add an ERP Job to Procore

 Web

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Archive an ERP Company in Procore

 Web

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Assign Default Cost Types To ERP Standard Cost Codes

 Web

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Configure Advanced Settings: ERP Integrations

 Web

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Configure the Sync Schedule for your ERP Integration

 Web

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Enable or Disable ERP Direct Exports

 Web

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Import a Budget from ERP

 Web

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Import a Prime Contract from an Integrated ERP System into Procore

 Web

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Import an ERP Sub Job to a Procore Project

 Web

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Link ERP Companies to Procore Companies

 Web

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Refresh the Companies List for ERP

 Web

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Refresh the Cost Codes on an ERP Integrated Project

 Web

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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

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Sync Paid Invoice Notifications from ERP into Procore

 Web

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Unlink CCOs Synced with ERP

 Web

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Unlink Commitments Synced with ERP

 Web

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Unlink Owner Invoices Synced with ERP

 Web

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Unlink PCCOs Synced with ERP

 Web

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Unlink Subcontractor Invoices Synced with ERP

 Web

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Unlink a Company Synced with ERP

 Web

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View a List of Synced Sub Jobs

 Web

   

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  • Requires additional tool permissions 

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  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

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View an ERP Job Costs Report

 Web

     

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  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

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Release Notes

Below are the notable changes to the Integration by Procore which connects Procore to Viewpoint® Spectrum®.

Recent Changes

ERP Enhancement to Budget Syncing Functionality (02/03/2025)

Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports. See Things to Know about the Project Financials + Viewpoint® Spectrum® Connector to learn more.

Things to Know

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

Viewpoint® Spectrum®, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the Viewpoint® Spectrum® Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

  • Limitations
    • The integration is limited to (1) Procore Viewpoint® Spectrum® Company File per (1) Procore site.  (A separate Procore Viewpoint® Spectrum® company file for each project is NOT supported.)
    • This integration does NOT support the following items:
      • Commitment Imports
        You cannot import commitments from Viewpoint® Spectrum® into Procore.
      • Multiple Standard Cost Code Lists
        Although Viewpoint® Spectrum® supports multiple Standard Cost Code lists, the Integration by Procore requires you to choose one (1) Viewpoint® Spectrum® Cost Code list per integration. 
      • Sub Jobs
        The sub job feature is NOT supported with this integration. Sub jobs are always disabled in Procore projects that integrate with Viewpoint® Spectrum®. While both Jobs and Master Jobs can be imported into Procore, each must run as a separate and unique project in Procore.
      • Multiple Viewpoint® Spectrum® Companies
        For each Procore company account, the integration is designed to support one (1) Viewpoint® Spectrum® company.
      • Viewpoint® Spectrum® Purchase Order Module
        While you can create purchase orders in Procore, purchase orders are exported to Viewpoint® Spectrum® as subcontracts. Procore purchase orders do NOT integrate with the Viewpoint® Spectrum® purchase order module. 
  • Data from these Procore tools and items do NOT sync with Procore Viewpoint® Spectrum®:
    • Commitment Invoices and Payments
    • Viewpoint® Spectrum® Prime Contracts
      Note: You can sync Prime Contract Change Orders (PCCOs) from Procore to Viewpoint® Spectrum®. However, you cannot sync change orders from Viewpoint® Spectrum® to Procore.
    • Prime Contract Invoices and Payments
    • Timecards/Timesheets 
  • Additional Configuration Settings 
    • In the ERP Integrations tool's Configure Settings area, under 'Connection Settings' you can update the following Integration by Procore settings:
      • Service URL. Enter the URL for the Integration by Procore Microservice. 
      • Service User. Enter the user name for the Integration by Procore Microservice.
      • Edit Credentials. Click this link to reveal the Service Password box. Enter the new password for your Integration by Procore Microservice Account here or click Cancel to keep the current password. 
      • Status. Shows the current status of the service connection. The statuses are 'Connected' and 'Not Connected.' 
  • Additional Information

    • Connect Viewpoint® Spectrum® Vendor Records to Procore Company Records in the Directory tool. 
    • Import new Viewpoint® Spectrum® jobs to create Procore projects.
    • Sync Viewpoint® Spectrum® project phases and cost types to Procore. 
    • Export commitments (i.e., purchase orders and subcontracts) created in Procore's Commitments tool to create subcontracts in Viewpoint® Spectrum®.
    • Sync Viewpoint® Spectrum® Original Estimate/Budget with Procore.
    • Sync Viewpoint® Spectrum® job costing information to Procore. 
    • Import one (1) Viewpoint® Spectrum® Prime Contract to one (1) Procore project. 
    • Export Prime Contract Change Orders (PCCOs) to Viewpoint® Spectrum®.
  • IMPORTABLE DATA: The automatic background sync schedule is configurable in the ERP Integrations Tool settings.  Never, Daily, Every 4 hours, Every 2 hours or hourly to stage Procore Viewpoint® Spectrum® importable data (Standard cost codes, project cost codes and cost types, jobs, budgets, prime contracts, vendors and cost).
    • On demand syncs may also be initiated within the Procore ERP Integrations Tool for importable Standard Cost Codes and Cost Types, Project Cost Codes and Cost Types, Jobs, Vendors and Job Costs.
  • EXPORTABLE DATA: All exportable information (Jobs, vendors, budgets, commitments, commitment change orders, and prime contract change orders) must be approved/accepted by an Accounting Approver, who are the only users that may initiate the export from Procore to Procore Viewpoint® Spectrum®. 

work breakdown structure (wbs)

  • Considerations

    • When the Procore Viewpoint® Spectrum® integration is configured, a new company level cost code list will be generated for use with the integration called "Spectrum Standard Cost Codes".  
      • When the connector is activated, Procore will sync phases from your Spectrum|Job Cost|Phase Category code into the Procore Standard Phases list "Spectrum Standard Cost Codes".
      • Projects in Procore must be associated with the Spectrum Standard Cost Codes list in order to be exported to Viewpoint® Spectrum®.
      • Jobs that are imported from Viewpoint® Spectrum®  will automatically be associated with the Spectrum Standard Cost Codes list.
  • Limitations

    • Sub Jobs are NOT supported.
    • Custom WBS segments are NOT supported.

companies

  • Considerations
    • Companies in the Procore Directory can be synced with Vendors in Procore Viewpoint® Spectrum® in (3) different ways: 
      • Procore Viewpoint® Spectrum® Vendors can be imported to Procore to create a new Company in the Procore Directory.
      • Procore Viewpoint® Spectrum® Vendors can be linked to an existing Company in the Procore Directory during import.
      • Companies in the Procore Directory can be exported to Procore Viewpoint® Spectrum® to create a new Vendor in Procore Viewpoint® Spectrum®.
  • Additional Information
    • There is a setting that can be enabled to allow adjustments made to the Vendor (name, address, phone, and fax numbers) in Procore Viewpoint® Spectrum® to automatically update the associated synced Company information in the Procore directory during the next Vendor refresh. The setting may be disabled if preferred.
      • Changes made to a Company in Procore will NOT update the synced Vendor in Procore Viewpoint® Spectrum®.
    • The Company in the Procore Directory must be synced with a Procore Viewpoint® Spectrum® Vendor before a Commitment associated with that Company in Procore may be exported to Procore Viewpoint® Spectrum®.
  • Limitations
    • Companies in the Procore Directory can not be exported to Procore Viewpoint® Spectrum® as AR Customers.
    • Linking an existing Procore Company with an existing Procore Viewpoint® Spectrum® Vendor can not be completed by exporting the company to Procore Viewpoint® Spectrum®. Linking the (2) existing records together must be done via the Ready to Import filter, using the Link to Existing company/Show Suggested Procore Matches options. 

projects

  • Considerations

    • Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.

  • Prerequisites

    • You must have a template job set up in Viewpoint® Spectrum®. The template job supplies the Division, Cost Center, Customer, Taxable Flag, and Price Method Code for the Procore project that is exported to Viewpoint® Spectrum®.

  • Project Export Requirements

    • All cost codes must have at least one (1) cost type  assignment before the Procore project can be exported to create a new Job in Viewpoint® Spectrum®.

    • If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes.

    • When entering your project data, be aware of the following requirements:

      • Project Name. Enter a name for the construction project. When the ERP Integrations tool is enabled for Viewpoint® Spectrum®, the Project Name is limited to a maximum of twenty five (25) characters in length.

  • Additional Information

    • Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.

    • Before you can sync data project data between the two (2) systems, your Procore point of contact must enable the 'Can Push to Accounting' privilege for your company's accounting approvers. This gives users with 'Standard' level permissions to the ERP Integrations tool permission to accept or reject the data that is synced between Procore and Viewpoint® Spectrum®.

BUDGET

  • Prerequisites for Export from Procore
    • Add the Viewpoint® Spectrum® Job to Procore.
    • Create the Project Budget
    • The budget must be locked in order to Send to ERP.
    • All the project's cost codes and cost types have been synced with Viewpoint® Spectrum®.
  • Restrictions
    After exporting a Procore budget to Viewpoint® Spectrum®, the following restrictions are in place:
    • You no longer will be permitted to import Viewpoint® Spectrum® budget into Procore.
    • The ability to unlock the Procore budget, resend data to Viewpoint® Spectrum®, add budget line items, and create budget modifications will be disabled until the export from Procore to Viewpoint® Spectrum® is complete.
  • Limitations
    • The Procore + Viewpoint® Spectrum® does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only. This means you must manually enter the units in both Procore and in Viewpoint® Spectrum®.

BUDGET CHANGES 

  • Prerequisites
    • The budget must be synced and also locked.
  • Additional Information
    • Budget Changes only sync from Procore to Viewpoint® Spectrum®.
    • Budget Changes will create a Change Request in Viewpoint® Spectrum®.

COMMITMENTS

  • Prerequisites
    Before you can send a commitment to the ERP Integrations tool, it must satisfy these prerequisites:
    • Contract Company. Must be linked to a synced Viewpoint® Spectrum® vendor. 
    • Status. The status must be set to 'Approved' or 'Complete.'
    • Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain Viewpoint® Spectrum® cost codes. All Schedule of Values (SOV) line items must be tied to the same Cost Type.
  • Additional Information
    • If desired, you can configure your ERP Integration default settings to use your Procore Commitment Number as the Viewpoint® Spectrum® Commitment ID during exporting. If enabled, the Viewpoint® Spectrum® ID will auto-populate with the Procore Contract Number, however, the value can still be edited (Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool.) 
  • Limitations
    • To sync a commitment, all Schedule of Values (SOV) line items must be tied to a cost codes and category from your ERP-synced lists of Standard Cost Codes and Cost Types.
    • Commitments synced to Viewpoint® Spectrum® will NOT contain details regarding tax codes. 
    • After the commitments on a project have been synced with a company's Viewpoint® Spectrum® system, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The following fields cannot be edited after the commitment has been synced :

      • Contract Company
      • Status
      • Schedule of Values (SOV) sub tab (all fields)
    • If you need to delete a commitment after its been synced with your Viewpoint® Spectrum®, you must first disconnect the link that exists between the two records in each system.
    • Once deleted, the commitment's data is permanently removed from Procore and cannot be retrieved.

COMMITMENT CHANGE ORDERS (CCO)

  • Minimum Requirements
    In order to send a CCO to ERP, the CCO must satisfy these requirements:
    • Contract Company. Must be linked to a Viewpoint® Spectrum® vendor.
    • Status. Must be 'Approved.' 
    • Schedule of Values (SOV). Must include at least one (1) line item with a Viewpoint® Spectrum® Cost Code. All Schedule of Value (SOV) line items must be tied to the same Cost Type.
  • Additional Information
    • During exporting, you are prompted to fill out the Viewpoint® Spectrum® Change Request ID.  Commitment Change Orders export to Viewpoint® Spectrum® and create a Change Request ID.
    • If desired, you can configure your ERP Integration default settings to use your Procore Commitment Change Order Number as the Viewpoint® Spectrum® Change Request ID during exporting. If enabled, the Viewpoint® Spectrum® Change Request ID will auto-populate with the Procore Commitment Change Order Number, however, the value can still be edited (Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool.) 
  • Limitations
    • Procore does not permit users to delete synced commitments, so you must first unlink the records in the two systems to allow for deletion.
    • You cannot delete an 'Approved' change order. The status must be adjusted prior to deletion.
    • After a synced CCO is unlinked and deleted, the data is permanently removed from the system and cannot be restored.

PRIME CONTRACTs

  • Prerequisites
    The instructions below assume the following:
    • The Company level ERP Integrations tool has been configured to work with your company's Procore account. 
    • The Viewpoint® Spectrum® prime contract that you want to sync with Procore has been updated. For example, you've added one or more SOV Line items to the contract in Viewpoint® Spectrum®.
    • Within your ERP Integration settings, ERP Admins can enable the ability to designate your prime contract as either Unit-based or Amount-based before importing to Procore. 
  • Additional Information
    The Re-Import button is grayed out and unavailable when:
    • The prime contact has already been synced and there are no new un-synced line items.
  • Limitations
    • Unit Pricing Prime Contracts are not supported.
    • You should only Import one (1) Viewpoint® Spectrum® Prime Contract to one (1) Procore project as having multiple synced Prime Contracts will cause issues during PCCO exporting.

PRIME CONTRACT CHANGE ORDERS (PCCO)

  • Prerequisites
    • The company account must be integrated with Viewpoint® Spectrum®. 
    • The Prime Contract tool must be an active tab on the project. 
    • The PCCO must be sent to the ERP Integrations tool. 
    • If any changes have been made to the Prime Contract in Viewpoint® Spectrum®, ensure that those changes are synced to Procore Prior to creating and exporting your PCCO. 
    • Create or update the PCCO in Procore.
    • Before you can send a PCCO to the ERP Integrations tool, it must also satisfy these prerequisites:
      • Title. Must be 255 characters or less.
      • Status. Must be in the Approved status.
  • Limitations
    • Unit Pricing PCCOs are not supported.
  • Additional Information
    • During exporting, you are prompted to fill out the Viewpoint® Spectrum® Change Request ID. 

JOB TO DATE COSTS

  • Requirements
    • Enable the following Project Tool:
      • Budget Tool. 
  • Additional Information
    • Job To Date Cost will display as a summary total only.

FORECASTING/PROJECTIONS

  • Requirements
    • Enable the following Project Tool:
      • Budget Tool. 
    • The ability to export Forecasting is enabled on a Project by Project basis within the Projects Budget Settings.
  • Forecasting export will write the 'Estimated Cost at Completion' values from a Procore budget to Viewpoint® Spectrum® Projected Cost.

 

Data Mapping

Overview


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
PROJECTS erp-orange-arrows.png erp-green-arrows.png JOBS
PROJECT COST CODES 1
COST TYPES
erp-orange-arrows.png erp-green-arrows.png PHASES
COST TYPES
STANDARD COST CODES 1,2
STANDARD COST TYPE
  erp-green-arrows.png PHASE CATEGORY > PHASES
COST TYPE
COMPANIES erp-orange-arrows.png erp-green-arrows.png VENDORS
BUDGETS erp-orange-arrows.png erp-green-arrows.png ESTIMATES
BUDGET CHANGES (NEW) 3
BUDGET MODIFICATIONS (LEGACY) 3
erp-orange-arrows.png   REVISIONS
FORECASTING 4 erp-orange-arrows.png   JOB COST PROJECTIONS
COMMITMENTS erp-orange-arrows.png   SUBCONTRACTS
COMMITMENT CHANGE ORDERS erp-orange-arrows.png   SUBCONTRACT CHANGE ORDERS
JOB COSTS
 
  erp-green-arrows.png JOB COSTS
PRIME CONTRACT   erp-green-arrows.png PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   AR CHANGE REQUESTS

1 Custom WBS Segments are NOT supported.  
2
 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
The Integration by Procore syncs budget modifications created in Procore to Viewpoint® Spectrum®. See Can I export Procore budget modifications to an integrated ERP system?
4 Exports the 'Estimated Cost at Completion' values from a Procore budget to Viewpoint® Spectrum®. See How do I export cost forecast data from a Procore Budget to ERP?

 

Projects/Jobs


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Project Number1 erp-orange-arrows.png erp-green-arrows.png Job Code
Project Name erp-orange-arrows.png erp-green-arrows.png Job Description
Address
City
State
ZIP
erp-orange-arrows.png erp-green-arrows.png Job Address
Job Template2 erp-orange-arrows.png erp-green-arrows.png Division
Cost Center
Customer
Price Type
Taxable

1 Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Budgets, commitments etc... Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

2 When exporting a job to Viewpoint® Spectrum®, the accounting approver must select a job template.  Job templates are projects that have been setup in Viewpoint® Spectrum® that contain the word 'Template' in the job description.

Cost Codes


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Project Code Code erp-orange-arrows.png erp-green-arrows.png Phase
Project Code Code Description erp-orange-arrows.png erp-green-arrows.png Phase Description
Cost Type erp-orange-arrows.png erp-green-arrows.png Cost Type

Note: Custom WBS Segments are NOT supported.  

Companies/Vendors


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Company Name erp-orange-arrows.png erp-green-arrows.png Name
Company Address erp-orange-arrows.png erp-green-arrows.png Address
Company Business Phone erp-orange-arrows.png erp-green-arrows.png Telephone
Company Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Company Email Address erp-orange-arrows.png erp-green-arrows.png Vendor E-mail
Vendor Type1 erp-orange-arrows.png erp-green-arrows.png Vendor Type
Vendor ID1 erp-orange-arrows.png erp-green-arrows.png Vendor Code

1 The ERP Vendor Type and the ERP Vendor ID are entered manually by an accounting approver when a company is exported from Procore to Viewpoint® Spectrum®. The Vendor ID entered during export is stored as the ERP Vendor ID (you can view it under Company > ERP Integrations > Vendors > Synced, or under Company > Directory) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

When a Budget is exported from Procore to Viewpoint® Spectrum®, the Original Estimated Cost on Viewpoint® Spectrum® is updated.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Code Code erp-orange-arrows.png erp-green-arrows.png Phase
Cost Type erp-orange-arrows.png erp-green-arrows.png Cost Type
Original Budget Amount erp-orange-arrows.png erp-green-arrows.png Original Cost

 

Budget Modifications

When a Budget Modification is exported from Procore to Viewpoint® Spectrum®, a Change Request (using your Change Request Status Code 'C' ) is created in Viewpoint® Spectrum® and a Change Request Number is automatically created within Viewpoint® Spectrum®.

 Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until November 2024. To learn more about the timeline for migration, see Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact. 

To learn more about the new Budget Changes experience, see About Budget Changes.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Cost Code erp-orange-arrows.png   Phase
Category erp-orange-arrows.png   Cost Type
Budget Modification Amount erp-orange-arrows.png   Estimate Amount
Budget Modification Notes erp-orange-arrows.png   Notes

 

Forecasting/Projections


PROCORE
Exports data from Procore to Viewpoint® Spectrum® Imports data from Viewpoint® Spectrum® to Procore
Viewpoint® Spectrum®
Project Number1 erp-orange-arrows.png   Job Code
Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Estimated Cost at Completion2 erp-orange-arrows.png   Projected Cost

Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level  ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Estimated Cost at Completion. Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to Viewpoint® Spectrum®?

Commitments

When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Subcontract is automatically created in Viewpoint® Spectrum®.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Commitment     Subcontract
Contract Company erp-orange-arrows.png   Vendor Code
Commitment # erp-orange-arrows.png   Subcontract Number
Commitment Accounting Method1 erp-orange-arrows.png   Unit Price Contract?
Default Retainage2 erp-orange-arrows.png   Retention %
Commitment Line Item     Subcontract Item
Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Description erp-orange-arrows.png   Description
Unit Cost erp-orange-arrows.png   Unit Price
Qty3 erp-orange-arrows.png   Orig Quantity
Contract Amount3 erp-orange-arrows.png   Orig Contract

1 If the Accounting Method is set to Unit/Quantity Based, the Unit Price Contract? field in Viewpoint® Spectrum® will be checked.

2 Default Retainage (Ret?) is enabled in the Phase Details tab of the Subcontract and the Retention % is populated within the Invoice Defaults under the Default Tab on the Subcontract in Viewpoint® Spectrum®.

3 If the Accounting Method is set to Unit/Quantity Based, the Qty field in Procore will be exported to the Orig Quantity field. If the Accounting Method is set to Amount Based, then the Contract Amount will be exported to the Orig Contract field instead.

Commitment Change Orders

When Commitment Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code of 'C'.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Project # erp-orange-arrows.png   Job ID
Change Request Number1 erp-orange-arrows.png   Change Request Number
Description erp-orange-arrows.png   Change Request Description
Budget Code erp-orange-arrows.png   Phase
Budget Code erp-orange-arrows.png   Cost Type
Qty erp-orange-arrows.png   Quantity
Contract Company erp-orange-arrows.png   Subcontractor
Commitment # erp-orange-arrows.png   Subcontract #
Amount erp-orange-arrows.png   Sub CO Amount
CCO # erp-orange-arrows.png   Sub CO #
Change Order Date erp-orange-arrows.png   Sub CO Date

1 The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the CCO to Viewpoint® Spectrum®.

Job Costs

Import from Viewpoint® Spectrum® only. Cost information is retrieved from Viewpoint® Spectrum® for each PhaseType on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Procore does not sync any AP Invoice or Payroll costs that have a status of In Progress.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Job Cost Report      
Job To Date Costs   erp-green-arrows.png JTD Cost
Job To Date Actual Units   erp-green-arrows.png WTD Quantity

 

Prime Contract

Import from Viewpoint® Spectrum® only. Contracts are created In the Viewpoint® Spectrum® Accounts Receivable Module. The contract can be imported into the Prime Contracts tool in Procore as long as the contract in Viewpoint® Spectrum® is not a Unit Price Contract, and that the contract contains at least one Schedule of Values item with an amount.


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Prime Contract     Contract
Contract #   erp-green-arrows.png Job Code-Customer Code
Title   erp-green-arrows.png Job Code & "Prime Contract"
Default Retainage   erp-green-arrows.png Retention Percentage
Description   erp-green-arrows.png Internal Comments
Start Date   erp-green-arrows.png Contract Date
Schedule of Values     Contract
Description   erp-green-arrows.png Additional Description
Amount   erp-green-arrows.png Orig Contract

Prime Contract Change Orders

When Prime Contract Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code that is provided by the customer at the time of enabling the connector. 


PROCORE
Exports data from Procore to Viewpoint® Spectrum®  Imports data from Viewpoint® Spectrum®  to Procore
Viewpoint® Spectrum®
Project # erp-orange-arrows.png   Job ID
Change Request Number1 erp-orange-arrows.png   Change Request Number
Description erp-orange-arrows.png   Change Request Description
Change Order Date erp-orange-arrows.png   Approved Date
Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Estimate Change Amount erp-orange-arrows.png   Estimate Amount
Billing Item Code erp-orange-arrows.png   Billing Item
Contract Change Amount erp-orange-arrows.png   Amount

1 The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the PCCO to Viewpoint® Spectrum®.