Add a Sage 300 CRE® Extra to a Procore Project as a Sub Job
Objective
To import an 'Extra' from Sage 300 CRE® as a 'Sub Job' in a Procore project.
Background
In Sage 300 CRE®, users have the option to implement a costing level called an “Extra'. This permits users to isolate special cost areas, without having to disassociate them from the primary job. In Procore, the term 'Sub Job' is equivalent to an 'Extra'.
If you have created an 'Extra' in Sage 300 CRE®, you can import it into your Procore project. Before the synchronization process add the 'Sub Job' to your Procore project, the information will appear in the 'Sub Jobs' tab of the company's ERP Integrations tool. A Procore users with the required user permission can the add the information to Procore using the steps below.
Synchronized data will include the following:
- Sub Job Cost Codes
- Sub Job Categories
- Original Estimate
(Note: The original estimate will only display if the budget is unlocked.)
After you have added the Sub Job to Procore, you will be able to add a Sub Job and the corresponding cost codes to the schedule of values of a commitment. Added Sub Jobs will also appear on the Budget tool.
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's Directory tool.
OR - Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects.
- 'Admin' level permission on the company's Directory tool.
- 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
- Prerequisites:
- If you want to add a Sage '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:
- You cannot delete a Sub Job if there are cost codes tied to that Sub Job.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Sub Jobs.
- Under Filters, click Ready to Import.
- Locate the 'Extras' in Sage 300 CRE®. Then click Add to Procore.
This adds the Sage 300 CRE® 'Extra' to the Procore project as a sub job.
Notes:- You can then navigate to the project's Admin tool and the Sub Job information will display in the 'Sub Jobs' tab of the project.
- Cost codes and categories assigned to that Sub Job must be maintained in Sage and cannot be modified directly in Procore.