Unlink PCCOs Synced with Viewpoint® Spectrum®
Objective
To unlink a Prime Contract Change Order (PCCO) that has been synced between Procore and Viewpoint® Spectrum®.
Background
When a Procore project's PCCOs are synced with Viewpoint® Spectrum®, a link is created between the records stored in each system. Sometimes, users will inadvertently export a PCCO from Procore and then discover that the PCCOs data was entered incorrectly. When this occurs, the record first needs to be deleted in Viewpoint® Spectrum®. Next, use the steps below to unlink the record. Finally, delete the PCCO in Procore. You can then re-enter the correct information so it can be exported to Viewpoint® Spectrum®.
Note
To sever the connection between a PCCO in Procore and Viewpoint® Spectrum®, always complete these steps in the order specified:
- Delete the PCCO in Viewpoint® Spectrum®. See your Viewpoint® Spectrum® documentation for steps.
- Continue with the Steps below.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Prime Contracts tool.
AND
- 'Standard' or 'Admin' on the ERP Integrations tool.
AND
- The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. To request to enable this privilege, submit a request to your Procore point of contact. This must be enabled for you by Procore.
- Prerequisites:
- Delete the commitment in Viewpoint® Spectrum®. See your Viewpoint® Spectrum® documentation for steps.
Steps
- Navigate to the company's ERP Integrations tool.
- Click Prime Contract Change Orders.
- Locate the desired PCCO under Change Orders - Sucessfully Synced with Viewpoint® Spectrum®.
- Click Unlink.
- If the unlink action is successful, the 'Successful Unlinked' message appears in GREEN.
- If the unlink action is not successful, the "The PCCO is still in Viewpoint® Spectrum®. Please delete it before retrying" message appears in RED.
![unlink-commitments-synced-with-erp.png](https://support.procore.com/@api/deki/files/75183/unlink-commitments-synced-with-erp.png?revision=2)
See Also
All Viewpoint® Spectrum® marks are owned by Viewpoint, Inc.