About the Procore + Viewpoint® Spectrum® Connector

Objective

To use the Integration by Procore to connect Procore to Viewpoint® Spectrum®.

Feature Set Map

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

¹Custom WBS Segments are NOT supported.
²Project 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.
³The 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?

Key Benefits

The Integration by Procore provides you with these benefits:

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®.

Supported Features

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®.

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.

Limitations

Before your company starts using the Integration by Procore to connect Procore to Viewpoint® Spectrum®, please review the Integration Map above to learn about the available features. It is also important to be aware of the limitations listed below. Keep in mind that your company may have different requirements and processes, so your environment may have unique limitations not listed here. If you have any questions, please send an email to your Procore point of contact:

This integration is designed for use ONLY on new construction jobs/projects.
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.
This integration does NOT sync the following Procore items to Viewpoint® Spectrum®:
- Prime Contract Tool
  - 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.
  - Owner Invoices and Payments
- Commitments Tool
  - Subcontractor Invoices and Payments
- Timecard Tool
  - Timecards
- Timesheets Tool
  - Timesheets
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.

Terminology

For your use with the Integration by Procore, this table documents a list of commonly used Viewpoint® Spectrum® terms and its Procore equivalent.

Viewpoint® Spectrum® Term	Procore Term
Job	Project
Phases	Cost Code
Cost Type	Categories