Skip to main content
Procore

Enable ERP Job Cost Transaction Syncing on a Procore Project

 Note
The Steps below are only supported when your company's Procore account is using the ERP Integrations tool with Sage 300 CRE®. To learn more, see ERP Integrations: Import Sage 300 CRE® Job Cost Transactions to Procore.

Objective

To enable the job cost transaction syncing setting on a Procore project for companies using the Procore + Sage 300 CRE® integration.

Background

If your Procore company account is integrated with Sage 300 CRE®, you have the ability to import job cost transaction data from Sage 300 CRE®. Once imported,  the values of those transactions can be viewed in the 'Direct Costs' column on a budget line item in a Procore project. In addition, users who are assigned the appropriate granular permission can also click the values in the 'Direct Costs' column in the budget tool to open a window showing detailed information about the item.

  • Add a 'Direct Costs' source column to your Procore project's budget view
    Provides authorized users with the ability to add a 'Direct Costs' column to your project's budget view. 
  • Track Sage 300 CRE® direct costs in a Procore budget
    Once the 'Direct Costs' column has been added to a budget view, project users with access permissions to the budget can view the lump-sum totals from the Sage 300 CRE® job cost transactions as a direct cost value on a budget line item. The value in this column shows your project's 'Direct Costs' total for all items in the 'Pending', 'Revise and Resubmit', and 'Approved' status. Note: An accounting approver can sync the job cost transaction details from the Sage 300 CRE® on the Job Costs tab of the ERP Integrations tool.
  • View direct cost transaction detail on a budget line item.
    Project users with the 'View Direct Cost Detail' granular permission enabled on their permission template can click the hyperlink in the Direct Costs column of a budget line item to open the direct cost's details in a popup window. This granular permission is located in the 'Budget' area when configuring a permission template.

Things to Consider

  • Required User Permissions:
    • To enable this setting, 'Admin' on the project's Admin tool. 
    • To submit a request to enable the feature in your company's Procore account, you must be your company's Procore Administrator or the designated ERP Integration Contact on your company's Procore account. 
  •  Supported ERP Integrations:
    This feature is supported in these integrated ERP systems.
    • Sage 300 CRE®
  • Requirements:
    The steps for enabling this feature on a Procore project are as follows:

Steps

  1. Navigate to the project's Admin tool. 
  2. Under Project Settings, click General.
  3. Scroll to Advanced Settings.
  4. Place a checkmark in the Enable ERP Job Cost Transaction Syncing checkbox.
    This action enables the syncing feature in the project.

    job-cost-transaction-syncing.png
     
  5. Click Update.

See Also