View a List of Synced Sub Jobs for Sage 100 Contractor®

Objective

To view a list of the Sub Jobs that have been synced with Sage 100 Contractor® using the Company level ERP Integrations tool. 

Background

To view a list of sub jobs that have been added to Procore from Sage 100 Contractor® and synced between the two systems. 

Things to Consider

• Required User Permissions:
  • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
    • 'Admin' level permission on the Company level Directory tool. 
      OR
    • Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects. 
• Prerequisites:
  • If you want to add a Sage 100 Contractor® 'Extra' as a Procore 'Sub Job', a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact or send an email to support@procore.com.
• Additional Information:
  • Cost codes and categories that are assigned to a Sub Job must be maintained in Sage 100 Contractor® (not Procore).
  • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.

Steps

1. Navigate to the Company level ERP Integrations tool.
   This reveals the Sage 100 Contractor® Integration page. 
2. Click the Sub Jobs tab.
   This reveals the Sub Jobs Only in Sage 100 Contractor® page. 
3. Click Refresh Job List.
   This refreshes the list in the page. 
4. Under Filters, click Synced:
   This page shows a list of the Sage 100 Contractor® Sub Jobs that have been synced with Procore. 

See Also

• Edit a Sub Job Name in Procore