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Procore

View a List of Synced Sub Jobs

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Objective

To view the synced Sub Jobs list. 

Background

To view a list of sub jobs that have been added to Procore from your ERP system and synced between the two systems. 

Things to Consider

  • Required User Permissions:
    • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:
      • 'Admin' level permission on the Company level Directory tool. 
        OR
      • Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects. 
  • Prerequisites:
    • If you want to add a Sage 300 CRE® 'Extra' as a Procore 'Sub Job', a backend feature must be enabled on your company's Procore account. To submit a request to enable this feature, contact your Procore point of contact or send an email to support@procore.com.
  • Additional Information:
    • Cost codes and categories that are assigned to a Sub Job must be maintained in your ERP system (not Procore).
    • You cannot delete a Sub Job if there are cost codes tied to that Sub Job.
    • Sub Jobs can only be synced to the following supported ERP Integrations: Sage 300 CRE®, Sage Intacct®, Acumatica Cloud ERP

Demo

view-synced-sub-jobs.gif

Steps

  1. Navigate to the Company level ERP Integrations tool.
  2. Click the Sub Jobs tab.
  3. Under Filters, click Synced.
    This reveals the Synced Sub Jobs list, which groups synced Sub Jobs by Project ID and Project Name. 
    Note: A GREEN checkmark indicates the Sub Job has been successfully synced between systems.

See Also