You can quickly import projects to Siteline from these 3rd-party integrations once they are set up:
Textura
GCPay
Procore
Sage 100 Contractor
Sage 300 CRE
Viewpoint Spectrum
For more details, see:
Step-by-step instructions
From the
Billinghomepage, click+ New project. If you do not see this button, your account does not have the “Edit project settings” permission and you will need to ask a team member to add it. See View and edit user permissions.
Select
Lump sum. Quick bills are not supported by 3rd-party integrations.
Select the 3rd-party integration that you will use to submit pay apps. If you want to import a project from an ERP, choose
Siteline.
Select the project that you want to import, then click
Link.At this point, project details and schedule of values will be imported from the integration. Please follow the instructions in Add a lump sum project to Siteline to proceed with the rest of the project creation.
