Integration by Procore - Workflow Diagrams
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
Add a Viewpoint® Spectrum® Job to Procore
Add a Procore Project to Viewpoint® Spectrum®
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.
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.
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.
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.
