Directory: New 'Send and Retrieve Budgets from ERP' Granular Permission for ERP Integrations
Released: August 14, 2018
New 'Send and Retrieve Budgets from ERP' Granular Permission
For companies who have enabled the ERP Integrations tool (see ERP Integrations), Procore has added a new 'Send and Retrieve Budgets from ERP' granular permission. Previously, these tasks could only be performed by users with 'Admin' level permission on the Project level Budget tool. Now, the privilege to perform these tasks can be granted to end users with 'Read Only' or 'Standard' level permission on the Project level Budget tool.
Example
To learn about tasks that users who have been granted this permission can perform, see the links that correspond to your company's integrated ERP system:
- QuickBooks® Desktop: Send a Budget to ERP Integrations for Accounting Acceptance and Retrieve a Budget from ERP Integrations Before Acceptance.
- Sage 300 CRE®: Send a Budget to ERP Integrations for Accounting Acceptance and Retrieve a Budget from ERP Integrations Before Acceptance.
- Viewpoint® Spectrum®: Send a Budget to ERP Integrations for Accounting Acceptance and Retrieve a Budget from ERP Integrations Before Acceptance.
- Integración de Ryvit: Send a Budget to ERP Integrations for Accounting Acceptance and Retrieve a Budget from ERP Integrations Before Acceptance.