Edit Synced Direct Cost Transactions

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.

  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.

See Also

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