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Procore

Configure the ERP Budget Export Settings for Sage 300 CRE®

 Important
These configuration settings are only available when your Procore company account is set up to use the Company level ERP Integrations tool with Sage 300 CRE®. 

Objective

To configure the export settings for a project that will sync its budget data with the Procore + Sage 300 CRE® connector.

Background

For companies using the ERP Integrations tool to sync data between Procore and Sage 300 CRE®, you can specify several configuration settings for the export process using the controls in a project's Budget tool on the the ERP Settings page. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Budget tool. 

Prerequisites

Steps

  1. Navigate to the project's Budget tool. 
  2. Click Configure Settings.
  3. Click ERP Settings.
  4. Under ERP Budget Export Settings, set your configuration preferences as follows:
    • Export Forecast Amounts
      Place a checkmark in this box to export any updated forecast values for all of the budget line items on the project. Remove a checkmark to omit forecast values from the export process. 
    • Default ERP Budget View
      Select one of your company's budget view from the list box. Your budget view selection must contain the 'Forecast to Complete' column. See Use the 'Forecast to Complete' Feature. The budget view you select here will export the 'Forecast to Complete' value and the value in the 'Designated Estimated Cost At Completion Column' that you specify next.  
       Notes
      • You can select one (1) ERP budget view per project. 
      • Your company's Procore Administrator creates budget views and assigns them to projects in your company's Procore account using the Company level Admin tool. See Set up a New Budget View.
    • Designated Estimated Cost At Completion Column
      Select a column from your ERP budget view. This value will be exported to Sage 300 CRE® every time a user exports a budget from Procore. See Export a Procore Budget to Sage 300 CRE®.
  5. Click Update

 

If you would like to learn more about Procore’s budget management software and how it can help your business, please visit our construction budgeting software product page here.