Diagrams

Integration by Procore

Sync Procore Projects with Viewpoint® Spectrum® Jobs





diagram_erp-viewpoint-spectrum_sync-jobs.png

Add a Viewpoint® Spectrum® Job to Procore





diagram_erp-viewpoint-spectrum_add-job-to-procore.png

Add a Procore Project to Viewpoint® Spectrum®





diagram_erp-viewpoint-spectrum_add-project-to-spectrum.png

Create and Sync Vendors





diagram_erp-yardi_create-and-sync-vendors.png

Set Up and Export a Budget

Follow the steps below to either (1) import a Viewpoint® Spectrum® budget into Procore, or (2) create a budget in Procore and then export it to Viewpoint® Spectrum® with the Integration by Procore.





diagram_erp-generic_budget-setup.png

Update and Export a Budget

If you need to update a budget in Procore after exporting it to Viewpoint® Spectrum® with the Integration by Procore, use the workflow below as a guideline.





diagram_erp-generic_budget-updates.png

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.





diagram_erp-generic_create-and-export-commitments.png

Create and Export CCOs

Follow the steps below to create CCOs in Procore and then export them to Viewpoint® Spectrum® with the Integration by Procore.





diagram_erp-generic_create-and-export-commitment-change-orders.png