Link an Existing ERP Project
Link an Existing ERP Project
Your ERP Integration may not support this feature. To determine if your Integration supports this, please refer to your integration's supported features.
Goal
Link an existing project within JobPlanner to an existing project from your ERP system.
Requirements
- Project Admin Permissions
- An active ERP Integration
Steps
- Navigate to the Project Details page for the project you would like to link.
- Select Link to ERP
- Select the project from your ERP system in the dialog that appears which you would like you link this project to, and select Link Project. This will automatically sync the cost codes and budget for this project from your ERP system (if supported) and link the projects.
