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Procore

View an ERP Unsyncable Direct 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 'Unsyncable Direct Costs Report' when your Procore project is configured to work with certain integrated ERP systems.

Things to Consider

  • Required User Permission:
    • '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 Unsyncable Direct Costs Report as a PDF or CSV at the Project level.
  • Not all ERP integrations sync direct costs. Additional requirements, considerations or limitations might apply depending on the ERP system your company is integrated with. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the project's Reports tool.
  2. Click the ERP Unsyncable Direct Costs link.
  3. Next to the Export Data As label, click PDF or CSV to export the Unsyncable Direct Costs Report.