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Procore

Configure the Sync Schedule for Procore and Viewpoint® Spectrum®

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Objective

To configure the automatic data synchronization schedule for the Integration by Procore: Connect Procore to Viewpoint® Spectrum® connector.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permission on the ERP Integrations tool.
  • Additional Information:
    You can configure the sync schedule for the following items:
    • Standard and Project Cost Codes and Project Job Costs
    • Viewpoint® Spectrum®  Vendor list
    • Viewpoint® Spectrum®  Job List

Steps

  1. Navigate to the company's ERP Integrations tool.
  2. Click Configure Settings icons-settings-gear.png.
  3. Click the Sync Schedule link in the right pane.

    sync-schedule.png
     
  4. Under the Sync Schedule area, choose Hourly, Every 4 Hours, Daily (this is the default setting), or Never from the corresponding drop-down list :
    • Sync Standard and Project Cost Codes and Project Job Costs. This automatically syncs the standard and/or project costs codes. It also syncs the project's job costs. 
    • Refresh Viewpoint® Spectrum® Vendor List. This automatically syncs the vendor list in Viewpoint® Spectrum® . 
    • Refresh Viewpoint® Spectrum® Job List.  This automatically syncs the job list in Viewpoint® Spectrum® . 
  5. Click Update.

See Also