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Procore

Yardi Voyager - Workflow Diagrams

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

Job Setup

diagram_erp-yardi_job-setup.png

Budget Setup in Procore

diagram_erp-generic_budget-setup.png

Budget Update

diagram_erp-generic_budget-updates.png

Create and Export Commitments

diagram_erp-generic_create-and-export-commitments.png

Create and Export CCOs

diagram_erp-generic_create-and-export-commitment-change-orders.png

Create and Sync Vendors

diagram_erp-yardi_create-and-sync-vendors.png

Export Subcontractor Invoices

diagram_erp-generic_create-and-export-subcontractor-invoices.png