MYOB Advanced Construction - Workflow Diagrams Last updated Save as PDF Job Setup Where will you initially set up the job?Where will you initiall...Add a Procore Project to MYOB Advanced ConstructionAdd a Procore Project...Create a Job inMYOB Advanced ConstructionCreate a Job in...PROCOREPROCOREMYOB Advanced ConstructionMYOB Advanced...Send to ERP Integrations for AcceptanceSend to ERP Integratio...Add a MYOB Advanced Construction Project to ProcoreAdd a MYOB Advanced Co...STARTSTARTEdit a ProjectEdit a Project ENDENDPROJECT EXPORTEDAS A MYOB Advanced Construction JOBPROJECT EXPORTED...PROCORE PROJECT SYNCED WITH MYOB Advanced Construction JOBPROCORE PROJECT SYNC...LEGENDLEGENDPerformed in ERP systemPerformed in ERP systemOptional StepOptional StepAccept a project for export?Accept a project for e... Sub Job Setup Where do you want to add the Sub Job/Extra?Where do you want to add t...Add an Extra/Sub Jobin ERP SystemAdd an Extra/Sub Job...Add a Sub Job toa Procore ProjectAdd a Sub Job to...PROCOREPROCOREERP SYSTEMERP SYSTEMImport a ERP Sub Job to a Procore ProjectImport a ERP Sub Job to a...Send a Sub Job to ERP for Accounting AcceptanceSend a Sub Job to ERP...STARTSTARTENDENDLEGENDLEGENDPerformed in ERP systemPerformed in ERP systemAccept or Reject a Sub Job for Export to ERPAccept or Reject a Sub...Edit Sub Jobs on a ProjectEdit Sub Jobs on a Pro...Resend a Rejected Sub Job to ERP for Accounting AcceptanceResend a Rejected Sub...SUB JOB EXPORTEDSUB JOB EX... Budget Setup How do you want to set up the project's budget in Procore?How do you want to set up the pr...Import a Budget (CSV)Import a Budget (CSV) Add a BudgetLine ItemAdd a Budget...Lock a BudgetLock a Budget STARTSTARTENDENDBUDGET EXPORTED TO ERPBUDGET EXPORTE...LEGENDLEGENDOptional StepOptional StepSend a Budget toERP Integrations for Accounting AcceptanceSend a Budget to...Accept the budget for export?Accept the budget for export?Edit a BudgetEdit a Budget Resend a Rejected Budget to ERP Integrations for Accounting AcceptanceResend a Rejected Budget t... Budget Update Add a Partial Budget Line ItemAdd a Partial Budget L...STARTSTARTENDENDCreate a Budget ModificationCreate a Budget Modifi...Delete a BudgetLine ItemDelete a Budget...Send a Budget toERP Integrations for Accounting AcceptanceSend a Budget to...Do you need to update the project's budget in Procore?Do you need to update the proj...Edit a BudgetEdit a Budget Resend aRejected Budget toERP Integrations for Accounting AcceptanceResend a...UPDATE OPTIONSUPDATE O...Accept or Rejecta Budget for Export to ERPAccept or Reject...Optional StepOptional StepLEGENDLEGENDProcore Budget ToolProcore Budget ToolERP Integrations ToolERP Integrations ToolBUDGET EXPORTED TO ERPBUDGET EXPORTE... Create and Export Commitments Which type of commitmentwill you create?Which type of commitment...Create a SubcontractCreate a Subcontract Create aPurchase OrderCreate a...Send aCommitment toERP Integrations for Accounting AcceptanceSend a...STARTSTARTENDENDCOMMITMENT EXPORTED TO ERPCOMMITMENT EXP...Edit a CommitmentEdit a Commitment Resend a Rejected Commitment to ERP Integrations for Accounting AcceptanceResend a Rejected Commitme...APPROVEDAPPROVEDAccept or Rejecta Commitment for Export to ERP IntegrationAccept or Reject...APPROVEDAPPROVEDLEGENDLEGENDProcore Commitments ToolProcore Commitments ToolOptional StepOptional StepERP Integrations ToolERP Integrations Tool Create and Export CVs Create a Commitment Variation Create a Commitment Va... Create a Commitment Variation from a Change Event Create a Commitment Va... Send a Commitment Variation to ERP Integrations for Acceptance Send a... START START END END CV EXPORTED TO ERP CV... Edit a Variation Edit a Variation Resend a Rejected Commitment Variation to ERP Integrations for Accounting Acceptance Resend a... Accept or Reject a Commitment Variation for Export to ERP Integration Accept or Reject... Is the Change Events tool enabled? Is the Change Events to... LEGEND LEGEND Procore Commitments Tool Procore Commitments Tool Procore Change Events Tool Procore Change Events Tool Optional Step Optional Step ERP Integrations Tool ERP Integrations Tool Procore Change Orders Tool Procore Change Orders Tool Create and Sync Vendors Create a Vendor in ERP SystemCreate a Vendor in ERP...PROCOREPROCOREERP SYSTEMERP SYSTEMSTARTSTARTENDENDLEGENDLEGENDPerformed in ERP systemPerformed in ERP systemWhere did you create the Vendor/Company record?Where did you create the Ve...Does the matching company record already exist in Procore?Does the matching company record...Where did you create the Company in Procore?Where did you create the C...Add a Company to the Project DirectoryAdd a Company to the Pr...Add a Company to the Company DirectoryAdd a Company to the Com...PROJECT DIRECTORYPROJECT DIR...COMPANY DIRECTORYCOMPANY DIR...Import a Vendor from ERP to Procore's Company DirectoryImport a Vendor from ER...Does the matching vendor record already exist in ERP System?Does the matching vendor record alr...AUTO-ADDED TO COMPANY DIRECTORYAUTO-ADDED TO...Link Vendors in ERP to Matching Companies in ProcoreLink Vendors in ERP to M...Export a Vendor/Company to ERP IntegrationExport a Vendor/Company...
