Export a Procore Budget to MYOB Advanced Construction

Objective

To export a Procore project's budget to [Your ERP Integration].

Background

Using the ERP Integrations tool, you can export a budget from a Procore project to [Your ERP Integration].

Things to Consider

• Required User Permission:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Prerequisites:
  • Enable the ERP Integrations tool on the company's Procore account. See Request to Enable ERP Integrations for [Your ERP Integration]. 
  • Integrate your company's Procore account with [Your ERP Integration]. See [Your ERP Integration]: Setup Guide.
  • Add the [Your ERP Integration] project to your company's ERP Integrations tool. See Add a [Your ERP Integration] Job to Create a Procore Project.
  • Ensure the Budget tool has been added to Procore's Project Tools menu. See Add and Remove Project Tools.
• Requirements:
  • Create and lock the budget:
    • Lock a Budget
    • Create a Budget Line Item
    • Set Up a New Budget View
  • Update and lock budget:
    • Create a Budget Line Item
    • Create a Budget Modification
    • Lock a Budget
• Limitations:
  • The Procore + [Your ERP Integration] integration does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems (see Which units of measure are included on Procore's master list?). Currently, the Budget sync is amount-based only. This means you must manually enter the units in both Procore and in your integrated ERP system. 
  • The Procore + [Your ERP Integration] integration does NOT sync Prime Contract Change Orders to [Your ERP Integration] as Budget Revisions, even though these impact the budget as such in Procore. In order to sync budget revisions to [Your ERP Integration], those revisions must be entered into Procore as budget modifications or revised budget estimates. In other words, the revisions must be entered via the Budgets Tool, not the Prime Contract Tool. 

Workflows

This tutorial is part of a bigger process outlined in these two (2) workflows:

1. View the 'Budget Setup' workflow 
2. View the 'Budget Update' workflow 

Steps

• A project manager ( or user with 'Admin' permission on the Budget tool) will:
  • First, create the project's budget:
    • To create a budget line manually, see Create a Budget Line Item.
    • To import a budget from a file, see Import a Budget
  • Next, lock the project's budget. See Lock a Budget. 
  • Then, send the budget to the ERP Integrations tool for acceptance by an accounting approver. See Send a Budget to ERP for Accounting Acceptance. 
• An accounting approver will accept the budget (see Accept or Reject a Budget for Export to [Your ERP Integration]). Once accepted, the system exports the budget data from Procore and syncs it to your [Your ERP Integration] system. 
  • If you are updating a Procore budget that has been synced with [Your ERP Integration], see Create a Budget Line Item and Create a Budget Modification.
• After you sync the budget for the first time, you can also sync an updated Procore budget to [Your ERP Integration]:

See Also

• Set up a Budget
• Create a Budget Line Item
• Lock a Budget
• Send a Budget to ERP for Accounting Acceptance