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About 27 results
  • Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
    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.
  • Can I change the selected vendor type after a company has been synced?
    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
  • What is the accounting approver role?
    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.
  • Why can't I create WBS custom segments?
    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.
  • Which budget views should I add to my Procore projects?
    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.
  • What data is synced with the Integration by Ryvit connector?
    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.
  • Why can't I create or activate Procore projects?
    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.
  • How do I export cost forecast data from a Procore budget to ERP
    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
  • Can I customise the numbering system for financial objects in Procore?
    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.
  • Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
    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.
  • Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
    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