If your project team is participating the Procore + Sage 300 CRE® Cost Transactions beta program (see ERP Integrations for Sage 300 CRE®: Coming Soon! Cost Transactions Beta Program), you will need to ensure that the Project level Direct Costs tool is disabled on all projects that you integrate with Sage 300 CRE®.
To disable the Direct Cost tool for the Cost Transactions Beta Program, do the following on any projects that will be integrated with Sage 300 CRE®:
- Navigate to the Project level Admin tool.
The Admin page appears.
- Under Project Settings, click Active Tabs.
This reveals the Active Tools page.
- Scroll to the Construction Financials area.
- Remove the checkmark from the Direct Costs box.
- Click Update.
This disables the tool from the project and saves your new settings.