Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Setting up a Project on Procore

Parties involved in setting up a Project in Procore

  1. Project Management Team (PM, APM & PC)
  2. IT Team
  3. Construction Accountant(s)

See below steps coloured to who does that step

Step 1: Create Project in Acumatica with Project Tasks with "Empty Sub Job" unchecked

image.png

Step 2: Import Project to Procore via ERP Tool

Step 3: Import Subjob to Procore via ERP Tool

image.png

Step 4: Add Cost Codes to the subjob in the Project Admin Page - Work Breakdown Structure

NOTE: Always add 1 3-tier cost code to the company level or the grouping on the budget view will not appear

image.png image.png image.png

image.png

Step 5: Once cost codes added, click "Send to ERP". This is sometimes greyed out. This means you can skip this step.

image.png

Step 6: Sub job will now appear in the ERP tool - Ready To Update tab. Click "Update"

image.png

Workflow Diagram

image.png

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.