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Procore

View a Sage 100 Contractor® Job Costs Report

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Objective

To view the a 'Job Costs Report' for a Procore + Sage 100 Contractor® project using the Company or Project level Reports tool.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level Reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Read-only' level permission and above on the project's Budgets tool
          OR
        • 'Admin' level permission on the project's Prime Contract tool.
  • Limitations:
    • You can only export the Sage 100 Contractor® Job Costs Report as a PDF or CSV at the Project level.

Steps

At the Project Level

*The steps below required 'Read-only' level permissions (or higher) on the Reports tool AND either 'Read-only' and above user permissions on the Budget tool or 'Admin' on the Prime Contract tool.

  1. Navigate to the Project level Reports tool.
  2. Click the Sage 100 Contractor® Job Costs link.
  3. Next to the 'Export Data As' label, click PDF or CSV to export the Job Costs Report.

At the Company Level

*The steps below require 'Admin' user permissions on the company level ERP Integrations tool.

  1. Navigate to the ERP Integrations tool.
    This reveals the Sage 100 Contractor® Integration page.
  2. Click the Job Costs tab.
    This show a list of the Sage 100 Contractor® job costs. 
  3. In the Filter By Job list,  select the desired project.
  4. If desired, place a mark in the Only Show Job Cost Lines Greater than $0.00 box.