Sync Cost Codes from Yardi Voyager® to Procore

To sync cost codes via the Yardi integration, you must first create a budget in Yardi, where the line items can be set at $0 if final values are pending. You will then import these cost codes into Procore to serve as the project's financial foundation. The imported cost codes are project-specific and unique to each individual Procore project.

• Required Permissions:

  • ERP Integrations Tool

    • 'Standard' or 'Admin' permissions on the company's ERP Integrations tool.
      AND

    • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.

  • Project Admin tool

    • ‘Admin' user permissions on the project’s Admin tool.

• Additional Information:

  • The cost code(s) in Yardi do not have a cost type. However, a cost type is required for every cost code in Procore.

  • Cost Types must be set in Yardi and cannot be specified on the Cost Code Cost Type Assignment page in the Procore project Admin tool

  • Cost codes are project specific.

  • GL account information is configured in Yardi.

  • The Yardi integration supports a maximum of five Cost Code tiers.
    

• The project must be synced with Yardi.

  • Send a Procore Project to ERP for Accounting Acceptance.

• A budget must be created on the project in Yardi.

ERP Integrations Tool

1. Navigate to the company level ERP Integrations tool.

2. Click Job Costs.

3. Under Select a Job, select your project in the drop down menu.

4. Click Sync Job Costs for Selected Job.

Project Admin Tool

1. Navigate to the project level Admin tool.

2. Under Project Settings, click Work Breakdown Structure.

3. Under Segments, click Cost Code.

4. Click Refresh Cost Codes.