Edit Synced Direct Cost Transactions

Objective

To edit or delete direct cost transactions after they have been synced with your ERP system.

Things to Consider

  • Required User Permissions:

    • 'Admin' on the company's ERP Integrations tool.

  • Limitations:

    • Only available if you have the synced job cost transactions feature enabled.

    • Editing or deleting direct cost transactions can cause the costs in the Procore project and the synced ERP project to no longer match.

    • If the synced direct cost transaction data is ever re-synced from your ERP integration, any updates you've made will be overwritten.

Steps

  1. Go to the Company level ERP Integrations tool.

  2. Click Configure Settings icons-settings-gear.png.

  3. Go to General Settings.

  4. Mark the Edit Synced Direct Cost Transactions checkbox.

    • This setting will allow you to edit or delete direct cost transactions synced with your ERP system.

    • These updates will NOT sync back to your ERP system and once a change has been made, it can't be undone.

    • Edits to synced costs will be available to review in the synced item's change history.

  5. Click Update.