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Procore

FINANCIAL: Adding a Phase Code

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OVERVIEW

Scenario

  • There is a phase code that is part of the master phase code list, however it was not added to your project at the point of setup, and is now required.

Procedure

  • Previously you were allowed to add a new phase code to your project.  However, based on how the systems (Procore and Vista) connect regarding Contract Items, going forward you will need to reach out to your Project Accountant to have a new phase code added to your project.
  • Once the phase code is created in Vista, it will import to your project in Procore.
  • If you have any issues, please reach out to your Project Accountant.

 

  • A master copy of the available phase codes can be found on BrinkLink under the Accounting Master Documents.