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Procore

View an ERP Job Costs Report

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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

To view the 'Job Costs Report' when your Procore project is configured to work with an integrated ERP system.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level Reports:
      • 'Read-only' level permission and above on the project's Reports tool
        AND
        • 'Admin' level permission and above on the project's Budgets tool
          OR
        • 'Admin' level permission on the project's Main Contract tool.
  • Limitations:
    • You can only export the Job Costs Report as a PDF or CSV at the Project level.
    • Not all ERP integrations sync job costs. To learn more about your ERP integration and its function, see Things to Know about your ERP Integration.

Steps

At the Project Level

  1. Navigate to the project's Reports tool.
  2. Click the ERP Job Costs link.
  3. Next to the Export Data As label, click PDF or CSV to export a copy of the report.
     

At the Company Level

  1. Navigate to the ERP Integrations tool.
  2. Click the Job Costs tab.
  3. In the 'Filter By Job' area, select your project from the drop-down list
    Note: You will only be able to view the Job Costs Report for a single project at a time.