Send Purchase Orders from ProjectSight Into Spectrum

Create purchase orders in ProjectSight and sync the data into Spectrum Purchase Order Entry.

Before you can send data from ProjectSight to Spectrum, make sure that you or your administrator have identified a default G/L Account in Spectrum. ProjectSight records will be posted to this account. This setup is completed during the configuration of your integration.
  1. Create a purchase order in ProjectSight.
    1. Fill out the following fields, which are required for the integration:
      • Quantity
      • UOM
      • Unit Price
      • Budget Code
    2. Mark as Approved for Budget.
    Note: You cannot update or edit POs once you have sent them into Spectrum.

    ProjectSight Help: For more information about setting up POs, see the ProjectSight Help on Creating Purchase Orders.

  2. On the navigation toolbar in ProjectSight, select Send to Spectrum to sync the data to Spectrum. Only authorized users will be able to perform this function.

    A banner displays the syncing status as pending, successful, or failed.

  3. View the associated record created in Spectrum. Go to Purchase Order > Data Entry > Purchase Orders.
Field mapping between ProjectSight and Spectrum:
ProjectSight Purchase Order Field NameSpectrum Purchase Order Entry Field Name

Number (for Create Purchase Order)

Purchase Order number

To Company

Vendor

Item No.

Line Number

Quantity

Quantity

UOM

Um

Item

Item Code

Unit Price

Unit Price

Budget Code

Phase

Cost Type