Integration by Ryvit: Edit a Commitment Synced with Viewpoint® Vista™
Objective
To edit a Procore commitment that has been synced with Viewpoint® Vista™ using the Integration by Ryvit.
Background
After the commitments on a project have been synced with Viewpoint® Vista™ using the Integration by Ryvit, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The fields that cannot be edited after a sync include:
- Contract Company
- Status
- Schedule of Values (SOV) subtab (all fields)
On occasion, you may have a need to edit a synced commitment. The method that you use to edit a commitment will differ, depending upon whether or not you are making an official change to the terms of the commitment or if you are correcting a data entry mistake.
- If you are making an official change to the terms of the commitment, it is recommended that you use the change order process. See Create a CCO for a Synced Commitment below
- If you need to edit the commitment without a change order (e.g., correcting a data entry error), you will need to manually reset the synced commitment (see Integration by Ryvit: Request to Reset a Commitment Synced with the Integration by Ryvit) before you can fix the issues in the commitment using the Steps below.
Things to Consider
- Required User Permissions:
- To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
OR - To edit a purchase order or subcontract as a user with 'Standard' or 'Read Only' level permission to the Commitments tool, the 'Update Purchase Order Contract' and/or 'Update Work Order Contract' granular permission must be enabled on the permission template associated with your user account on the project. See Grant Granular Permissions in a Project Permissions Template.
- To edit a purchase order or subcontract, 'Admin' level permission on the project's Commitments tool.
- Prerequisites:
- The project's commitments must be synced with the Integration by Ryvit.
- The synced commitment must first be reset by Procore. See Integration by Ryvit: Request to Reset a Commitment Synced with Viewpoint® Vista™.
Steps
Create a CCO for a Synced Commitment
After syncing Integration by Ryvit with Procore, it's recommended that you follow the designated commitment change order process when editing your project's commitments:
- Navigate to the project's Commitments tool.
- In the Commitments log page, locate the commitment that you want to edit.
Note: When a commitment has been synced with an ERP system, a green ERP banner appears in the Title cell of the commitment line item. - Click the Create Commitment CO button.
- In the New Commitment Change Order page, modify any information as needed. To learn about the editing option, see
Important! If your company is using Integration by Ryvit and you have synced your project's commitments, the following fields are marked read-only and cannot be edited in Procore unless the commitment is reset. See Integration by Ryvit: Request to Reset a Commitment Synced with the Integration by Ryvit:- Title
- Contract Company
- Status
- Default Retainage
- Schedule of Values (SOV) subtab
- Click Create & Email or Create.
Edit a Synced Commitment After a Reset
Before using the steps below, complete the steps in Integration by Ryvit: Request to Reset a Commitment Synced with Integration by Ryvit.