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Procore

Update Project Cost Codes for Export to Viewpoint® Vista™

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Objective

To review new cost code and cost type assignments in a Procore project and approve those codes and cost types for export to the Viewpoint® Vista™.

Background

If your company has enabled the ERP Integrations tool and a user has added a new project cost codes to the Integration by Ryvit Standard Cost Code List, a user must send those updates to the ERP Integrations tool so the changes can be reviewed by an accounting approver. The accounting approver then reviews the new cost codes and cost type assignments in the ERP Integrations tool and updates the codes as described in the steps below.

Important!
Project cost codes must always be updated before you can export any contracts or contract change orders to Integration by Ryvit.

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' on the company's ERP Integrations tool.
      AND
    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
  • Prerequisites:
    • A user must add at least one new cost code to the ERP-synced project in Procore. 
  • Additional Information:
    • If a new cost code that already has a different cost type assignment in Procore is approved/updated, both cost type assignments will be tied to the cost code.
    • Existing cost code descriptions in Viewpoint® Vista™ will not be overwritten. For example, if the cost code already has a description in Viewpoint® Vista™ that's different from the Standard Cost Code's description in Procore, the cost code's description in Viewpoint® Vista™ will stay the same.

Steps

Review Projects

  1. Navigate to the company's ERP Integrations tool.
  2. Click the Jobs tab.
  3. Under Filters, click Ready to Update.
  4. Click View Requested Updates. 

    view-erp-project-requested-updates.png

    This reveals the 'Cost Codes for Update' window. 
  5. Review the new cost codes. 
    erp-cost-codes-for-update-window.png
    Note: You cannot make any changes to cost codes or cost type assignments in this window. 
  6. Click the 'x' icon to close the 'Cost Codes for Update' window.
  7. If you are ready to accept the new cost codes, click Update. 
    The system will export the new codes in Procore to your integrated Viewpoint® Vista™ system during the next data sync.