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Procore

Configure Cost Code Preferences for ERP Integrations

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NEW ERP DOCUMENTATION EXPERIENCE!

We're building a better way to serve you documentation that gives you the most up-to-date and relevant information about how to use your company's Procore + ERP integration.

This page is part of the new experience. The new experience is currently complete for Workday®, QuickBooks® Online, Yardi Voyager®, Xero™, CMiC, NetSuite®, MRI Platform X®, Acumatica Cloud ERP, and MYOB Advanced Construction only. 

To view documentation for a Procore-supported ERP integration that is not yet part of the new experience, please see ERP Integrations and select the tile for your ERP system.

Objective

Configure cost code preferences when your company's Procore account is integrated with an ERP system.

Things to Consider

  • Required User Permission:
    • 'Admin' level permission to the company's Admin tool. 
  • Requirements, Limitations, and Considerations

Steps

  1. Navigate to the company's Admin tool. 
  2. Under Company Settings, click Work Breakdown Structure.
  3. Under Segments, click Cost Code
  4. In the Standard Cost Code segments page, click the desired option:
    • ERP Standard Cost Codes
      • Click the Settings Gear icon-settings-gear-android.png
        Check the box labeled Available for use on new projects. This setting allows new Procore projects to use your ERP Standard Cost Code segments.
        Notes: 
        • If you will be integrating one (1) or more projects with your ERP system, you should always enable this option.
        • If you want to review the codes on the list, click Edit to open the ERP Standard Cost Codes page.
        • If a cost code has been deactivated, you cannot add it to a project unless you reactivate it first. See Reactivate Segment Items and Deactivate Segment Items.
        • After reviewing the codes, you can click Cost Codes under Company Settings in the right pane to return to the Standard Cost Code segments page.
    • Standard Cost Codes List
      • Click the Settings Gear icon-settings-gear-android.png 
        Check the box labeled Available for use on new projects if one (1) or more projects in Procore will NOT be synced with your ERP system. 
        Notes:
        • Projects using the 'Standard' Cost code list CANNOT be integrated with your ERP system.

  5. Click Update.

See Also