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Cost Codes (Phases)

Agave Sync allows you to import Vista JC Job Phase Codes to Procore Cost Codes.

Visual Mapping​

Procore and Vista Visual Mapping

Video Tutorial​

Common Errors and FAQs​

Deleting Cost Codes​

You may unintentionally sync Cost Codes to Procore. Instead of manually deleting them in the Procore UI, you can use Agave Sync.

To delete the Cost Codes, navigate to the Procore view in Agave Sync and select Delete from Procore:

Job Costs

Partial Cost Code Matches​

When Cost Codes are synced from Procore to Vista, a Phase Code (Cost Code) is added for a Project (i.e. to JC Job Phase Codes). In order for it to be added, it must either:

  1. Fully-match a Phase Code in the Company list of Phase Codes (i.e. in JC Phase Codes), or
  2. Match the first N characters of a Phase Code in the Company-list of Phase Codes, where N is determined by the below setting in Vista JC Company Parameters.

Vista BLIs

In the above example, if the first six characters of a Phase Code in a Budget Line Item match a Phase Code in the Company list, Vista will consider the Phase Code valid and add it to the Project's list of Phase Codes (i.e. to JC Job Phase Codes).