Select Your Supported ERP:
For companies that have integrated Procore with Sage 300 CRE®, you can import your real-time actual cost data from Sage 300 CRE® into Procore's Budget tool. This lets project team's leverage their Sage 300 CRE® cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' and 'Forecast to Complete' values. This ability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' and 'Forecast to Complete' values in Sage 300 CRE®.
When the feature is enabled and an accounting approver is ready to export a budget, simply place a checkmark in the new 'Export Forecast Amount?' box in the ERP Integration tool's 'Ready to Export' filter. Then click Export to Sage 300 CRE®. For instructions, see Accept or Reject a Budget for Export to ERP.
The table below details the Procore source fields and the Sage 300 CRE® destination fields for the export process:
Procore Budget | Exports data from Procore to Sage 300 CRE® | Sage 300 CRE® Field |
---|---|---|
Estimated Cost at Completion 1 * Default column configurations |
Misc Category Amount 1 | |
Forecast to Complete *Default column configurations |
Misc Category Amount 2 |
1 This is a calculated column in a budget view. Please note that exports are only supported when the column name in the budget view is 'Estimated Cost at Completion'. To learn more about setting up budget views, see Set up a New Budget View.
If you are a Procore + Sage 300 CRE® client, contact Support to enable this feature. The requirements are listed below:
Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.
Choosing to use the new Budget Changes experience will not impact the function of your ERP integration or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications.
To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials
For companies that have integrated Procore with Viewpoint® Vista™, you can import your real-time actual cost data from Viewpoint® Vista™ into Procore's Budget tool. This lets project team's leverage their Viewpoint® Vista™ cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' and 'Forecast to Complete' values. This ability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in Viewpoint® Vista™.
To turn on forecasting/projections:
Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.
Choosing to use the new Budget Changes experience will not impact the function of your ERP integration or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications.
To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials
For companies that have integrated Procore with CMiC, you can import your real-time actual cost data from CMiC into Procore's Budget tool. This lets project teams leverage their CMiC cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in CMiC.
To turn on forecasting/projections:
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore |
CMiC |
---|---|---|---|
Cost Code | Phase | ||
Cost Type | Cost Type | ||
Estimated Cost at Completion 1 | Projected Cost |
1 To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to CMiC?
If you are a Procore + CMiC client, contact Support to enable this feature. The requirements are listed below:
Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.
Choosing to use the new Budget Changes experience will not impact the function of your ERP integration or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications.
To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials
For companies that have integrated Procore with Viewpoint® Spectrum®, you can import your real-time actual cost data from Viewpoint® Spectrum® into Procore's Budget tool. This lets project teams leverage their Viewpoint® Spectrum® cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in Viewpoint® Spectrum®.
To turn on forecasting/projections:
If you are a Procore + Viewpoint® Spectrum® client, contact Support to enable this feature. The requirements are listed below:
Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.
Choosing to use the new Budget Changes experience will not impact the function of your ERP integration or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications.
To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials