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About 27 results
  • https://en-au.support.procore.com/faq/why-is-the-send-to-erp-button-grayed-out-in-the-project-creation-assistant
    When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not m...When the Send to ERP button is dimmed and not available on the New Project Created page of the Project Creation Assistant, it is typically because the new project data that you have created does not meet the minimum requirements for exporting data with the integrated ERP system. To learn the specific reasons why you are not able to use the button, hover your mouse cursor of the question mark (?) icon on the button as shown below.
  • https://en-au.support.procore.com/faq/can-i-change-the-selected-vendor-type-after-a-company-has-been-synced
    Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in yo...Answer You cannot change the vendor type after a Procore Company is synced/linked to a vendor ID from an integrated ERP system. To work around this, Procore recommends changing the 'Vendor Type' in your integrated ERP system and then refreshing the vendor list in Procore. The updates will go into effect after the next successful data sync. See Also Things to Know about your ERP Integration
  • https://en-au.support.procore.com/faq/which-budget-views-should-i-add-to-my-projects
    This FAQ provides a summary of recommended budget views to consider adding to your Procore project.
  • https://en-au.support.procore.com/faq/why-cant-i-create-wbs-custom-segments
    Describes the reasons some Procore users are not able to create custom segments with Procore's Work Breakdown Structure feature.
  • https://en-au.support.procore.com/faq/what-is-the-accounting-approver-role
    Provides information about the 'Accounting Approver' role for the ERP Integrations tool when configured for one of the supported ERP systems.
  • https://en-au.support.procore.com/faq/what-data-is-synced-with-the-integration-by-ryvit-connector
    The following data fields are synced when Procore connects to Viewpoint® Vista™ using the Integration by Ryvit: Job names are not synchronized because some companies have longer project names in Proco...The following data fields are synced when Procore connects to Viewpoint® Vista™ using the Integration by Ryvit: Job names are not synchronized because some companies have longer project names in Procore than what is allowed in the Integration by Ryvit. The Integration by Ryvit treats Sub Jobs as Jobs, so Procore's sub job concept is not supported with the integration. The Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer.
  • https://en-au.support.procore.com/faq/why-cant-i-create-or-activate-procore-projects
    Reasons you might not be able to create a new project in your company's Procore account.
  • https://en-au.support.procore.com/faq/can-i-customize-the-numbering-system-for-financial-management-objects-in-procore
    Provides guidance for how your project team can apply a customised numbering scheme to a project's commitment, contracts, fundings and changes.
  • https://en-au.support.procore.com/faq/how-do-i-export-cost-forecast-data-from-a-procore-budget-to-erp
    How to export cost forecast data into ERP
  • https://en-au.support.procore.com/faq/are-accounting-approvers-notified-when-data-is-awaiting-acceptance-in-the-erp-integrations-tool
    The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initi...The email alerts the approvers that data has been sent to the ERP Integrations tool for review and that those items are awaiting an 'Accept' or 'Reject' response. Note: If an accounting approver initially submits a 'Reject' response, the system will NOT send an immediate automated email notification after the corrected information is sent to the ERP Integrations tool.
  • https://en-au.support.procore.com/products/online/user-guide/company-level/admin/tutorials/add-the-erp-direct-costs-column-to-a-procore-budget-view-for-erp-integrations
    How to add ERP Direct Costs column to a Procore Budget View for ERP Integrations