Viewpoint® Spectrum®

¹ Custom WBS Segments are NOT supported.

² Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.

³ The Integration by Procore syncs budget modifications created in Procore to Viewpoint® Spectrum®. See Can I export Procore budget modifications to an integrated ERP system?

⁴ Exports the 'Estimated Cost at Completion' values from a Procore budget to Viewpoint® Spectrum®. See How do I export cost forecast data from a Procore Budget to ERP?

⁵ Budgets containing line items with $0 values can be exported from Procore to Viewpoint® Spectrum®.

⁶ Import companies by type, including those without a specified company type from Viewpoint® Spectrum® to Procore.

¹ Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Budgets, commitments etc. Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

² When exporting a job to Viewpoint® Spectrum®, the accounting approver must select a job template. Job templates are projects that have been setup in Viewpoint® Spectrum® that contain the word 'Template' in the job description.

Note: Custom WBS Segments are NOT supported.

¹ The ERP Vendor Type and the ERP Vendor ID are entered manually by an accounting approver when a company is exported from Procore to Viewpoint® Spectrum®. The Vendor ID entered during export is stored as the ERP Vendor ID (you can view it under Company > ERP Integrations > Vendors > Synced, or under Company > Directory) and is then used on other vendor related exports (Commitments, Commitment CO’s).

When a Budget is exported from Procore to Viewpoint® Spectrum®, the Original Estimated Cost on Viewpoint® Spectrum® is updated.

When a Budget Modification is exported from Procore to Viewpoint® Spectrum®, a Change Request (using your Change Request Status Code 'C' ) is created in Viewpoint® Spectrum® and a Change Request Number is automatically created within Viewpoint® Spectrum®.

¹ Export note: The Spectrum Job ID is entered manually by an accounting approver when a project is exported from Procore to Viewpoint® Spectrum®. This may or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under the project-level Admin tool. This is stored as the Spectrum Job ID (you can view it in the company-level ERP Integrations tool under the Synced section of Jobs) and is then used on other project related exports such as Estimated Cost at Completion. Import note: If the job is imported from Viewpoint® Spectrum®, the job ID will automatically populate in the project number field.

² To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to Viewpoint® Spectrum®?

When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Subcontract is automatically created in Viewpoint® Spectrum®.

¹ If the Accounting Method is set to Unit/Quantity Based, the Unit Price Contract? field in Viewpoint® Spectrum® will be checked.

² Default Retainage (Ret?) is enabled in the Phase Details tab of the Subcontract and the Retention % is populated within the Invoice Defaults under the Default Tab on the Subcontract in Viewpoint® Spectrum®.

³ If the Accounting Method is set to Unit/Quantity Based, the Qty field in Procore will be exported to the Orig Quantity field. If the Accounting Method is set to Amount Based, then the Contract Amount will be exported to the Orig Contract field instead.

When Commitment Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code of 'C'.

¹ The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the CCO to Viewpoint® Spectrum®.

Import from Viewpoint® Spectrum® only. Cost information is retrieved from Viewpoint® Spectrum® for each PhaseType on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Procore does not sync any AP Invoice or Payroll costs that have a status of In Progress.

Import from Viewpoint® Spectrum® only. Contracts are created in the Viewpoint® Spectrum® Accounts Receivable module. The contract can be imported into the Prime Contracts tool in Procore as long as the contract in Viewpoint® Spectrum® is not a Unit Price Contract, and the contract contains at least one Schedule of Values item with an amount.

When Prime Contract Change Orders are exported to Viewpoint® Spectrum®, a Change Request is created in Viewpoint® Spectrum® using a Change Request Status Code that is provided by the customer at the time of enabling the connector.

¹ The Change Request number in Procore is entered at the time the ERP Accounting Approver is ready to export the PCCO to Viewpoint® Spectrum®.