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Procore

FINANCIAL: File Mapping

 

 

OVERVIEW  

Subject Matter Experts

  • Jared Cox
  • Miranda Hill

Tool Settings

  • Can be found under the landing page for each specific topic

Mapping

  • Q: What Items carry over from Viewpoint to Procore?  Please see the Vista Connector Mapping Page.
  • Q: Where are the items that I used to use in Sharepoint at now?  At the bottom of this page you can find a list of where item were previously and in what format, to where they are now.  Note that this document is ever evolving as we migrate forms over to Tools in Procore, so check back often.

Brinkmann Standards

  • Approved Cost Types are:
    • Subcontracts 
    • Purchase Orders 
    • Labor 
    • Equipment 
    • Material 
    • Tax 
    • Other 

 

Notable Changes to Standard Procedures

  • All budgets will start in Vista, through a meeting with PM and Renee, and then import into Procore.
  • All Prime Contracts will start in Vista and import to Procore
  • All billing/invoicing is still being run through Vista and the Third-Party System
  • CCD's will now be managed in Procore in lieu of Excel.
TERMINOLOGY  
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FILE MAPPING
Please refer to the blow information if you ae looking for a document or process that you previously used before Procore, and need help finding it.  If your item is not shown below, please reach out to Miranda Hill.
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