Integration by Procore: Export a Commitment to Viewpoint® Spectrum®
Objective
To export a commitment in a Procore project to Viewpoint® Spectrum® with the Integration by Procore.
Background
The export process requires action by these users:
- Project Manager.
- Changes the status of the item in the project's Commitments tool to 'Approved'.
- Sends the item to the company's ERP Integrations tool for acceptance by an accounting approver.
- Accounting Approver.
- Reviews the commitment in the ERP Integrations tool.
- Submits an 'Accept' or 'Reject' response in the ERP Integrations tool:
- An 'Accept' response exports the item to the integrated ERP system.
OR - A 'Reject' response does NOT export the item to integrated ERP system. Instead, the item is returned to an editable state in the project's Commitments tool for correction and resubmission. See Edit a Commitment.
- An 'Accept' response exports the item to the integrated ERP system.
Things to Consider
- Required User Permissions:
- Prerequisites:
- The Commitments tool must be an active tab on the project. See Add and Remove Project Tools.
- Configure the ERP Integrations tool for Viewpoint® Spectrum®. See Viewpoint® Spectrum® Connector: Setup Guide.
- The Procore project must be synced with Viewpoint® Spectrum®.
- Limitations:
- To add a Schedule of Values (SOV) line item to a commitment, it must be tied to an existing cost code and category.
Demo
Workflow
Steps
To push a commitment from Procore to Viewpoint® Spectrum®, complete these tasks: