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  • 2017
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/release-notes/2017
    Updated the Project level Commitments tool to add ERP sync banners to the Title column of the Commitments-Summary table and to the Contract view and edit pages to show the sync status of the item betw...Updated the Project level Commitments tool to add ERP sync banners to the Title column of the Commitments-Summary table and to the Contract view and edit pages to show the sync status of the item between Procore and the integrated ERP system.
  • Email a Funding Progress Claim
    https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/email-a-funding-invoice
    How to email a funding progress claim as a request for payment.
  • Import an ERP Vendor to Procore's Company Directory
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/import-a-erp-vendor-to-procores-company-directory
    How to add a ERP Vendor to Procore's Company Directory
  • Configure ERP Integrations Settings
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/configure-erp-integrations-settings
    Links to articles showing how to configure the ERP Integrations tool for use with one of the supported systems.
  • Unlink Commitments Synced with an Integrated ERP System
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/unlink-commitments-synced-with-an-integrated-erp-system
    To learn how to unlink a commitment that has been synced with an integrated ERP system, view one the links in this article.
  • ERP Integrations - User Permissions
    https://en-au.support.procore.com/products/online/user-guide/company-level/erp-integrations/permissions
    This page lists the user permissions that are required to perform actions in or related to the company's ERP Integrations tool.
  • Create Your Project's Work Breakdown Structure
    https://en-au.support.procore.com/products/online/user-guide/project-level/admin/tutorials/create-your-projects-work-breakdown-structure
    To adjust your company's Work Breakdown Structure (WBS) for a Procore project.
  • Search for and Apply Filters to the Funding Tool
    https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/search-for-and-apply-filters-to-the-funding-tool
    How to use the search feature and apply filters to locate a funding.
  • Export a Funding Progress Claim
    https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/export-a-funding-invoice
    How to export a funding progress claim to the CSV, PDF or PDF with Attachments file format.
  • Configure Settings: Funding
    https://en-au.support.procore.com/products/online/user-guide/project-level/funding/tutorials/configure-settings-funding
    How to configure the advanced settings for the project's Funding tool.
  • Funding - Workflow Diagrams
    https://en-au.support.procore.com/products/online/user-guide/project-level/funding/workflows
    This page includes the standard workflow diagrams for actions in or related to the project's Funding tool.