Cost Projections
Visual Mapping
See link for a visual mapping of how Cost Projections are synced from Procore to Viewpoint Spectrum.
Projection Date
You can specify the projection date that Agave sends to Spectrum when syncing Cost Projections using the "Projection Date" input. This will apply to all selected Cost Projections when syncing.
This is useful for backdating your projections to the end of the previous month (or another date) if your users take a few days to enter their EOM projections. Work with your Agave rep to define an automation cadence that works with your process.
Projection Calculation
Agave takes the Estimated Cost at Completion
from Procore and writes it to Viewpoint Spectrum's Cost at Completion
for each budget/phase code.
By default, Procore's Cost Projections including pending costs. You can change this calculation by configuring your Budget and Forecasting views in Procore.
Work with your Agave rep to take advantage of two settings for customizing this calculation:
- Budget View (required) - Sets the Budget View that Agave will the Cost Projection from
- Budget Column - Sets the column that Agave pulls the estimated cost at completion from. By default, this is set to
Estimated Cost at Completion