Spectre du point de vue

Limitations

• The integration is limited to (1) Procore Spectre® du point de vue® Company File per (1) Procore site. (A separate Procore Spectre® du point de vue® company file for each project is NOT supported.)

• This integration does NOT support the following items:

  • Commitment Imports. You cannot import commitments from Spectre® du point de vue® into Procore.

  • Multiple Standard Cost Code Lists. Although Spectre® du point de vue® supports multiple Standard Cost Code lists, the Integration by Procore requires you to choose one (1) Spectre® du point de vue® Cost Code list per integration.

  • Sub Jobs. The sub job feature is NOT supported with this integration. Sub jobs are always disabled in Procore projects that integrate with Spectre® du point de vue®. While both Jobs and Master Jobs can be imported into Procore, each must run as a separate and unique project in Procore.

  • Multiple Viewpoint® Spectrum® Companies. For each Procore company account, the integration is designed to support one (1) Spectre® du point de vue® company.

  • Viewpoint® Spectrum® Purchase Order Module. While you can create purchase orders in Procore, purchase orders are exported to Spectre® du point de vue® as subcontracts. Procore purchase orders do NOT integrate with the Spectre® du point de vue® purchase order module.

Data from these Procore tools and items do NOT sync with Procore Viewpoint® Spectrum®:

• Commitment Invoices and Payments

• Spectre® du point de vue® Prime Contracts.
  Note: You can sync Prime Contract Change Orders (PCCOs) from Procore to Spectre® du point de vue®. However, you cannot sync change orders from Spectre® du point de vue® to Procore.

• Prime Contract Invoices and Payments

• Timecards/Timesheets

Additional Configuration Settings

• In the ERP Integrations tool's Configure Settings area, under 'Connection Settings' you can update the following Spectre® du point de vue® settings:

  • Service URL. Enter the URL for the Spectre® du point de vue® Microservice.

  • Service User. Enter the user name for the Spectre® du point de vue® Microservice.

  • Edit Credentials. Click this link to reveal the Service Password box. Enter the new password for your Spectre® du point de vue® Microservice Account here or click Cancel to keep the current password.

  • Status. Shows the current status of the service connection. The statuses are 'Connected' and 'Not Connected.'

Additional Information

• Connect Spectre® du point de vue® Vendor Records to Procore Company Records in the Directory tool.

• Import new Spectre® du point de vue® jobs to create Procore projects.

• Sync Spectre® du point de vue® project phases and cost types to Procore.

• Export commitments (i.e., purchase orders and subcontracts) created in Procore's Commitments tool to create subcontracts in Spectre® du point de vue®.

• Sync Spectre® du point de vue® Original Estimate/Budget with Procore.

• Sync Spectre® du point de vue® job costing information to Procore.

• Import one (1) Spectre® du point de vue® Prime Contract to one (1) Procore project.

• Export Prime Contract Change Orders (PCCOs) to Spectre® du point de vue®.

IMPORTABLE DATA: The automatic background sync schedule is configurable in the ERP Integrations Tool settings. Never, Daily, Every 4 hours, Every 2 hours, or hourly to stage Procore Spectre® du point de vue® importable data (Standard cost codes, project cost codes and cost types, jobs, budgets, prime contracts, vendors and cost).

• On demand syncs may also be initiated within the Procore ERP Integrations Tool for importable Standard Cost Codes and Cost Types, Project Cost Codes and Cost Types, Jobs, Vendors and Job Costs.

EXPORTABLE DATA: All exportable information (Jobs, vendors, budgets, commitments, commitment change orders, and prime contract change orders) must be approved/accepted by an Accounting Approver, who are the only users that may initiate the export from Procore to Procore Spectre® du point de vue®.

Considerations

• When the Procore Spectre® du point de vue® integration is configured, a new company level cost code list will be generated for use with the integration called "Spectrum Standard Cost Codes".

  • When the connector is activated, Procore will sync phases from your Spectrum|Job Cost|Phase Category code into the Procore Standard Phases list "Spectrum Standard Cost Codes".

  • Projects in Procore must be associated with the Spectrum Standard Cost Codes list in order to be exported to Spectre® du point de vue®.

  • Jobs that are imported from Spectre® du point de vue® will automatically be associated with the Spectrum Standard Cost Codes list.

Limitations

• Sub Jobs are NOT supported.

• Custom WBS segments are NOT supported.

Import Companies to Procore

• You can filter companies that are ready for import by company type using the Type filter under the Companies tab on the ERP Integrations page.
  Note: You can filter companies by type, even those without a company type, to be synced to Procore.

Considerations

• Companies in the Procore Directory can be synced with Vendors in Procore Spectre® du point de vue® in (3) different ways:

  • Procore Spectre® du point de vue® Vendors can be imported to Procore to create a new Company in the Procore Directory.

  • Procore Spectre® du point de vue® Vendors can be linked to an existing Company in the Procore Directory during import.

  • Companies in the Procore Directory can be exported to Procore Spectre® du point de vue® to create a new Vendor in Procore Spectre® du point de vue®.

Additional Information

• There is a setting that can be enabled to allow adjustments made to the Vendor (name, address, phone, and fax numbers) in Procore Spectre® du point de vue® to automatically update the associated synced Company information in the Procore directory during the next Vendor refresh. The setting may be disabled if preferred.

  • Changes made to a Company in Procore will NOT update the synced Vendor in Procore Spectre® du point de vue®.

• The Company in the Procore Directory must be synced with a Procore Spectre® du point de vue® Vendor before a Commitment associated with that Company in Procore may be exported to Procore Spectre® du point de vue®.

Limitations

• Companies in the Procore Directory can not be exported to Procore Spectre® du point de vue® as AR Customers.

• Linking an existing Procore Company with an existing Procore Spectre® du point de vue® Vendor can not be completed by exporting the company to Procore Spectre® du point de vue®. Linking the (2) existing records together must be done via the Ready to Import filter, using the Link to Existing company/Show Suggested Procore Matches options.

Considerations

• Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.

Prerequisites

• You must have a template job set up in Spectre® du point de vue®. The template job supplies the Division, Cost Center, Customer, Taxable Flag, and Price Method Code for the Procore project that is exported to Spectre® du point de vue®.

Project Export Requirements

• All cost codes must have at least one (1) cost type assignment before the Procore project can be exported to create a new Job in Spectre® du point de vue®.

• If your cost codes already have cost type assignments, your company has already configured the cost type assignments for your cost codes.

• When entering your project data, be aware of the following requirements:

  • Project Name. Enter a name for the construction project. When the ERP Integrations tool is enabled for Spectre® du point de vue®, the Project Name is limited to a maximum of twenty five (25) characters in length.

Additional Information

• Any project level cost codes that are not synced will automatically sync with your ERP when exporting your budget.

• Before you can sync data project data between the two (2) systems, your Procore point of contact must enable the 'Can Push to Accounting' privilege for your company's accounting approvers. This gives users with 'Standard' level permissions to the ERP Integrations tool permission to accept or reject the data that is synced between Procore and Spectre® du point de vue®.

Prerequisites for Export from Procore

• Add the Spectre® du point de vue® Job to Procore.

• Create the Project Budget

• The budget must be locked in order to Send to ERP.

• All the project's cost codes and cost types have been synced with Spectre® du point de vue®.

• You must assign a cost type to each project cost code to export your budget, regardless of whether the cost code is included in the budget.

Syncing:

• You can export budgets containing original line items with $0 values from Procore to Spectre® du point de vue®.

Restrictions
After exporting a Procore budget to Spectre® du point de vue®, the following restrictions are in place:

• You will no longer be permitted to import Spectre® du point de vue® budget into Procore.

• The ability to unlock the Procore budget, resend data to Spectre® du point de vue®, add budget line items, and create budget modifications will be disabled until the export from Procore to Spectre® du point de vue® is complete.

Limitations

• The Procore + Spectre® du point de vue® does NOT sync 'Unit of Measure (UOM)' and 'Unit Qty' values between systems. Currently, the Budget sync is amount-based only. This means you must manually enter the units in both Procore and in Spectre® du point de vue®.

Prerequisites

• The budget must be synced and also locked.

Additional Information

• Budget Changes only sync from Procore to Spectre® du point de vue®.

• Budget Changes will create a Change Request in Spectre® du point de vue®.

Prerequisites Before you can send a commitment to the ERP Integrations tool, it must satisfy these prerequisites:

• Contract Company. Must be linked to a synced Spectre® du point de vue® vendor.

• Status. The status must be set to 'Approved' or 'Complete.'

• Schedule of Values (SOV). Must include at least one (1) line item, and all line items must contain Spectre® du point de vue® cost codes. All Schedule of Values (SOV) line items must be tied to the same Cost Type.

Additional Information

• If desired, you can configure your ERP Integration default settings to use your Procore Commitment Number as the Spectre® du point de vue® Commitment ID during exporting. If enabled, the Spectre® du point de vue® ID will auto-populate with the Procore Contract Number; however, the value can still be edited
  Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool.

Limitations

• To sync a commitment, all Schedule of Values (SOV) line items must be tied to a cost codes and category from your ERP-synced lists of Standard Cost Codes and Cost Types.

• Commitments synced to Spectre® du point de vue® will NOT contain details regarding tax codes.

• After the commitments on a project have been synced with a company's Spectre® du point de vue® system, Procore automatically restricts your ability to edit synced fields on a commitment. This is to ensure that the data remains in sync on both systems. The following fields cannot be edited after the commitment has been synced :

  • Contract Company

  • Status

  • Schedule of Values (SOV) sub tab (all fields)

• If you need to delete a commitment after its been synced with your Spectre® du point de vue®, you must first disconnect the link that exists between the two records in each system.

• Once deleted, the commitment's data is permanently removed from Procore and cannot be retrieved.

Minimum Requirements
In order to send a CCO to ERP, the CCO must satisfy these requirements:

• Contract Company. Must be linked to a Spectre® du point de vue® vendor.

• Status. Must be 'Approved.'

• Schedule of Values (SOV). Must include at least one (1) line item with a Spectre® du point de vue® Cost Code. All Schedule of Value (SOV) line items must be tied to the same Cost Type.

Additional Information

• During exporting, you are prompted to fill out the Spectre® du point de vue® Change Request ID. Commitment Change Orders export to Spectre® du point de vue® and create a Change Request ID.

• If desired, you can configure your ERP Integration default settings to use your Procore Commitment Change Order Number as the Spectre® du point de vue® Change Request ID during exporting. If enabled, the Spectre® du point de vue® Change Request ID will auto-populate with the Procore Commitment Change Order Number, however, the value can still be edited
  Note: Enabling this setting requires 'Admin' level permission on the ERP Integrations tool.

Limitations

• Procore does not permit users to delete synced commitments, so you must first unlink the records in the two systems to allow for deletion.

• You cannot delete an 'Approved' change order. The status must be adjusted prior to deletion.

• After a synced CCO is unlinked and deleted, the data is permanently removed from the system and cannot be restored.

Prerequisites
The instructions below assume the following:

• The Company level ERP Integrations tool has been configured to work with your company's Procore account.

• The Spectre® du point de vue® prime contract that you want to sync with Procore has been updated. For example, you've added one or more SOV Line items to the contract in Spectre® du point de vue®.

• Within your ERP Integration settings, ERP Admins can enable the ability to designate your prime contract as either Unit-based or Amount-based before importing to Procore.

Additional Information
The Re-Import button is grayed out and unavailable when:

• The prime contact has already been synced and there are no new un-synced line items.

Limitations

• Unit Pricing Prime Contracts are not supported.

• You should only Import one (1) Spectre® du point de vue® Prime Contract to one (1) Procore project as having multiple synced Prime Contracts will cause issues during PCCO exporting.

Prerequisites

• The company account must be integrated with Spectre® du point de vue®.

• The Prime Contract tool must be an active tab on the project.

• The PCCO must be sent to the ERP Integrations tool.

• If any changes have been made to the Prime Contract in Spectre® du point de vue®, ensure that those changes are synced to Procore Prior to creating and exporting your PCCO.

• Create or update the PCCO in Procore.

• Before you can send a PCCO to the ERP Integrations tool, it must also satisfy these prerequisites:

  • Title. Must be 255 characters or less.

  • Status. Must be in the Approved status.

Limitations

• Unit Pricing PCCOs are not supported.

Additional Information

• During exporting, you are prompted to fill out the Spectre® du point de vue® Change Request ID.

• You can view the 'Quantity', 'Unit of Measure (UOM)', and 'Unit Cost' fields without any values for line items in PCCOs. Currently, these fields cannot be edited because the Procore + Spectre® du point de vue® integration does not support this capability.

Requirements

• Enable the project level Budget tool.

Additional Information

• Job To Date Cost will display as a summary total only.

Requirements

• Enable the project level Budget tool.

• The ability to export Forecasting is enabled on a Project by Project basis within the Projects Budget Settings.

Forecasting export will write the 'Estimated Cost at Completion' values from a Procore budget to Spectre® du point de vue® Projected Cost.