Integration by Procore: Export a PCCO to Viewpoint® Spectrum®
Objective
To export a Prime Contract Change Order (PCCO) to Viewpoint® Spectrum®.
Things to Consider
- Required User Permissions:
- Prerequisites:
- Contact Support to turn this capability on.
- The ERP Integrations tool must be enabled on the company account. See Integration by Procore: Request to Connect Procore and Viewpoint® Spectrum®.
- The ERP Integrations tool must be configured to work with Integration by Procore. See Viewpoint® Spectrum®: Setup Guide.
- The Prime Contracts tool must be enabled on the project(s) that you want to sync. See Add and Remove Tools on a Project.
- Import the prime contract from Viewpoint® Spectrum® into Procore. See Integration by Procore: Import a Viewpoint® Spectrum® Prime Contract into Procore.
- Requirements:
Steps
Follow these steps to use the Integration by Procore to export a PCCO created in Procore to Viewpoint® Spectrum®:
- Create a PCCO for a synced prime contract using one of these methods:
- Integration by Procore: Send a PCCO to ERP Integrations for Accounting Acceptance
- Integration by Procore: Retrieve a PCCO from ERP Integrations Before Export to Viewpoint® Spectrum®
- Integration by Procore: Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
Note: Ensure all changes are updated in the PCCO before the data is accepted for export to Viewpoint® Spectrum® by an accounting approver.
- Integration by Procore: Accept or Reject a PCCO for Export to Viewpoint® Spectrum®