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  • Add a Custom Time Type
    https://en-ca.support.procore.com/products/online/user-guide/company-level/timecard/tutorials/add-a-custom-type-type
    How to add a custom time type for use with the Timecard tool.
  • Create a Correspondence Item from an RFI
    https://en-ca.support.procore.com/products/online/user-guide/project-level/rfi/tutorials/create-a-correspondence-item-from-an-rfi
    Note: If Yes was selected in the source RFI's Schedule Impact field, the data from the source RFI's Days field will display in the Schedule Impact field on the new correspondence item. Note: If Yes wa...Note: If Yes was selected in the source RFI's Schedule Impact field, the data from the source RFI's Days field will display in the Schedule Impact field on the new correspondence item. Note: If Yes was selected in the source RFI's Cost Impact field, the data from the source RFI's $ field will display in the Cost Impact field on the new correspondence item.
  • Send Unsynced ERP Standard Cost Codes to ERP Integrations for Accounting Acceptance
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/send-unsynced-erp-standard-cost-codes-to-erp-for-accounting-acceptance
    How to sync newly added ERP standard cost codes on an integrated project with your ERP system.
  • Edit a Commitment synced with ERP Integrations
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/tutorials/edit-a-commitment-synced-with-erp-integrations
    How to edit a commitment synced with ERP Integrations.
  • Re-Import a Budget from ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/reimport-a-budget-from-erp
    Re-import a budget from your integrated ERP system into Procore.
  • Accept or Reject a Budget for Export to ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/accept-or-reject-a-budget-for-export-to-erp
    To accept or reject a Budget that has been sent to the ERP Integrations tool for acceptance by an accounting approver.
  • Unlink CCOs Synced with ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-ccos-synced-with-erp
    How to unlink a Commitment Change Order (CCO) that has been synced between Procore and your ERP system.
  • Send a Procore Company to ERP Integrations for Accounting Acceptance
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/send-a-procore-company-to-erp-integrations-for-accounting-acceptance
    How to send a company record from Procore's Project level Directory tool to your company's ERP Integrations tool for an accounting approvers acceptance for export to an integrated ERP system.
  • Consolidate and Link ERP Companies to Procore Companies
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/consolodate-and-link-erp-companies-to-procore-companies
    How to consolidate your list of companies in your ERP and Procore directories so that there are no duplicates and that active ERP companies can be linked to their matching entry in Procore.
  • Unlink a Company Synced with ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-a-company-synced-with-erp
    How to unlink an ERP vendor that is synced with a company record in Procore's Company Directory.
  • Unlink Commitments Synced with ERP
    https://en-ca.support.procore.com/products/online/user-guide/company-level/erp-integrations/general-erp-tutorials/unlink-commitments-synced-with-erp
    How to unlink a commitment in Procore after it has been synced with your ERP system.