教程
Settings / Configuration
Project
- Accept or Reject a Project for Export to ERP
- Add a Procore Project to your ERP System
- Add an ERP Job to Procore
- Link ERP Projects to Existing Procore Projects
- Resend a Rejected Project to ERP for Accounting Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
Budget
- Accept or Reject a Budget for Export to ERP
- Add the 'ERP Direct Costs' Column to a Procore Budget View for ERP Integrations
- Export a Procore Budget to ERP
- Import a Budget from ERP
- Re-Import a Budget from ERP
- Resend a Rejected Budget to ERP Integrations for Accounting Acceptance
- Retrieve a Budget from ERP Before Acceptance
- Send a Budget to ERP Integrations for Accounting Acceptance
Commitments
- Accept or Reject a Commitment for Export to ERP
- Delete a Commitment Synced with ERP
- Edit a Commitment Synced with ERP
- Export a Commitment to ERP
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Unlink Commitments Synced with ERP
Commitment Change Orders (CCOs)
Prime Contract Change Orders (PCCOs)
Work Breakdown Structure (WBS)
- 请求将 Viewpoint Spectrum成本类型导入 Procore
- Add Viewpoint® Spectrum® Standard Cost Codes to a Project
- Archive and Unarchive Cost Codes Synced with an ERP Integration
- Configure Cost Code Preferences for ERP
- Delete Project Cost Codes from an ERP Integrated Project
- Update Project Cost Codes for Export to Viewpoint® Spectrum®
Companies (Vendors)
- Accept or Reject a Budget for Export to ERP
- Accept or Reject a Company for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Archive an ERP Company in Procore
- Configure the Vendor Type Import Settings for Viewpoint® Spectrum®
- Consolidate and Link ERP Companies to Procore Companies
- Consolidate Duplicate Companies in the Company Directory
- Export a Procore Company Record to ERP
- Link ERP Companies to Procore Companies
- Refresh the Companies List for ERP
- Resend a Rejected Company to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a Company from ERP Integrations Before Acceptance
- Send a Procore Company to ERP Integrations for Accounting Acceptance
- Unlink a Company Synced with ERP
- View the Archived Companies List for ERP