How do I export cost forecast data from a Procore budget to CMiC?
Answer
For companies that have integrated Procore with CMiC, you can import your real-time actual cost data from CMiC into Procore's Budget tool. This lets project teams leverage their CMiC cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in CMiC.
To turn on forecasting/projections:
- Navigate to the project Budget tool
- Click on the settings
icon. - Change the following settings:
- Default ERP Budget View: ERP Job Cost Detail Budget
- Designated Estimated Cost at Completion Column: Estimated Cost at Completion
Which data fields are exported?
Estimated Cost at Completion Total exports to CMIC as a PCI Type.
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore |
CMiC |
|---|---|---|---|
| Cost Code |  |
Phase | |
| Cost Type | |
Cost Type | |
| Estimated Cost at Completion Total 1 | |
Total Budgeted Amount | |
| Type | |
PCI Type | |
| Date of Export | |
Date | |
| [month of export] Procore Forecast Amounts | |
Description |
1 To export Estimated Cost at Completion Total values you must first enable the feature. See How do I export cost forecast data from a Procore budget to ERP?
What are the requirements?
If you are a Procore + CMiC client, contact Support to enable this feature. The requirements are listed below:
- The Budget tool must be added to Procore's Project Tools menu.
- The company's Procore account must be integrated with CMiC.
- If there are no other updates to send, you can trigger the Re-send to ERP button on the Budget by entering a $0.00 Budget Modification.