Add a Acumatica® Job to Procore

Objective

To create a new project in Procore from an existing Project in [Your ERP Integration].

Background

A 'Project' in [Your ERP Integration] is equivalent to a 'Project' in Procore. If you first created a project in [Your ERP Integration], you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant project information.

Things to Consider

• Required User Permissions:
  • 'Standard' level permission on the ERP Integrations tool plus ONE of the following:
    • 'Admin' level permissions on the company's Directory tool.
      OR
    • The user must be granted the 'Create New Project' privilege. See Allow Users to Create New Projects.
• Limitations:

   Note

  If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 
• Additional Information:
  • If you choose to import a project from [Your ERP Integration] in order to create a new Procore project, you can select the project template that you want to apply to your new project in the 'Integration Settings' page for the ERP Integrations tool. See Configure Advanced Settings: ERP Integrations for [Your ERP Integration]. To learn more about project templates, see Configure a Project Template. 
  • It is recommended that you always perform the import before creating any commitments (i.e., subcontracts or purchase orders) in [Your ERP Integration]. Any commitments created in [Your ERP Integration] cannot be integrated. 

Steps

1. Navigate to the company's ERP Integrations tool. 
2. Click the Jobs subtab. 
3. In the 'Filters' menu, click Ready to Import. 
   This reveals a list of all the unsynced jobs that exist in [Your ERP Integration] but have NOT be added as to your company's Procore account as projects. 
   
   
    
4. Review the Job information as follows:
   • [Your ERP Company Name] Job ID. Ensure that the Job ID in [Your ERP Integration] is accurately reflected here. This will become the 'Project ID/Number' in Procore. 
   • Project Name. Ensure the Project Name in [Your ERP Integration] is accurately reflected here. This will correspond to the 'Project Title' in Procore. 
   • Procore Project Template. If you want to apply an existing project template to the new Procore project, select a template from the list. If you do not want to apply a template, choose 'Do Not Apply A Template....'. Note: The selections in this list are created in the Portfolio tool. See Configure a Project Template. 
5. For each project line item, accept or reject the project:
   • To accept the job and import as a new Procore project, click Add to Procore. 
   • To reject the job and prevent it from being imported into Procore as a new project, click the icon.