Resource Planning and Procore Detailed Data Mapping

Overview

Customers have four (4) options when it comes to how they manage data in Resource Planning and other Procore tools. Customers choose where they want to manage data. That data is then synced between Resource Planning and other tools in Procore. The data that is synced is listed below based on where you choose to manage your data.

Data flows between various systems are supported by:

• Quick Connect - This integration tool syncs data from a system of record to Resource Planning.
  Note: This option is available to customers with an approved Resource Planning integration.

   Note

  Approved Resource Planning integrations.
• Internal Data Sync - This syncs information between the Resource Planning Tool and other tools in Procore/
• ERP Integrations - This syncs information between a Customer's ERP system and Procore's Portfolio tool.
• Note: To purchase an ERP integration that syncs projects, Customers must also purchase Procore Financials.
• Data Upload - This is a one-time data upload where a Customer's People and Project data is uploaded into Resource Planning.

Detailed Data Mapping

Customers have four (4) options when it comes to how they manage data in Resource Planning and other Procore tools:

1. Manage People and Projects from your System of Record
2. Manage People from your System of Record, Manage Projects from ERP
3. Manage People from Resource Planning, Manage Projects from Procore's Core Tools

Manage People and Projects from your System of Record

Customers manage people and project information in a system of record, and use QuickConnect to sync both people and projects in Resource Planning. People and project information then sync to Procore's Core Tools.

People

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PROCORE'S CORE TOOLS	DATA SYNC	RESOURCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
First Name		First Name		First Name
Last Name		Last Name		Last Name
Status (Active, Inactive)		Status (Active, Inactive)		Record Status / Date Terminated
Employee ID		Employee ID		Employee Number
Mobile Phone		Mobile Phone		Phone / Cell Phone
Email Address		Email Address		Email Address
Job Title		Job Title		Trade Number / Trade ID
N/A		Tags		Tags
N/A		Hourly Wage		Pay Rate
N/A		Date of Birth		Date of Birth
N/A		Hired Date		Date Hired
N/A		Gender		Sex
N/A		Union		Union Number / Union ID

Projects

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PROCORE	DATA SYNC	RESOURCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
Project Name		Project Name		Project Name / Description
Status (Active, Inactive)		Status (Active, Inactive)		Job Status
Project Number		Project Number		Job Number
Address		Address 1		Address 1
N/A		Address 2		Address 2
City		City		City
State	N/A	State		State
ZIP		Postal Code		Zip Code
Timezone		Timezone		N/A
Start Date		Start Date		Job Start Date
Completion Date		Est. End Date		Completion Date
N/A		Tags		Tags
N/A		Customer		Customer Number
N/A		Project Manager		Project Manager
N/A		Project Type		Project Class ID

Manage People from your System of Record, Manage Projects from ERP

Customers manage people in a system of record and use QuickConnect to integrate people to Resource Planning. People information then syncs to Procore's Core Tools. At the same time, Customers use an ERP integration to manage project information which syncs to Procore's Core Tools. Project information then syncs to Resource Planning.

People

Show/Hide Data Mapping  

PROCORE'S CORE TOOLS	DATA SYNC	RESOURCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
First Name		First Name		First Name
Last Name		Last Name		Last Name
Status (Active, Inactive)		Status (Active, Inactive)		Record Status / Date Terminated
Employee ID		Employee ID		Employee Number
Mobile Phone		Mobile Phone		Phone / Cell Phone
Email Address		Email Address		Email Address
Job Title		Job Title		Trade Number / Trade ID
N/A		Tags		Tags
N/A		Hourly Wage		Pay Rate
N/A		Date of Birth		Date of Birth
N/A		Hired Date		Date Hired
N/A		Gender		Sex
N/A		Union		Union Number / Union ID

Projects

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ERP SYSTEM	ERP INTEGRATION	PROCORE	DATA SYNC	RESOURCE PLANNING
Project Name		Project Name		Project Name
N/A		Status (Active, Inactive)		Status (Active, Inactive)
Project Number		Project Number		Project Number
Address		Address		Address 1
City		City		City
State		State	N/A	State
ZIP		ZIP		Postal Code
N/A		Timezone		Time Zone
N/A		Start Date		Start Date
N/A		Completion Date		Est. End Date

Manage People from Resource Planning, Manage Projects from Procore's Core Tools

Customers can use a one-time data upload to upload their people data into Resource Planning. Going forward, Customers manage people information in Resource Planning which syncs to Procore's Core Tools. Customers manage Project information in Procore's Core Tools which syncs to Resource Planning.

People

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PROCORE'S CORE TOOLS	DATA SYNC	RESOURCE PLANNING	DATA UPLOAD	CUSTOMER DATA
First Name		First Name		First Name
Last Name		Last Name		Last Name
Status (Active, Inactive)		Status (Active, Inactive)		Status
Employee ID		Employee ID		Employee ID
Mobile Phone		Mobile Phone		Mobile Phone
Email Address		Email Address		Email
Job Title		Job Title		Job Title (ID)
N/A		Assignable		Assignable
N/A		Can receive email		Can receive email
N/A		Can receive SMS		Can receive SMS
N/A		Date of Birth		Date of Birth
N/A		Date of Hire		Date of Hire
N/A		Emergency Contact Email		Emergency Contact Email
N/A		Emergency Contact Name		Emergency Contact Name
N/A		Emergency Contact Mobile Number		Emergency Contact Mobile Number
N/A		Emergency Contact Relationship		Emergency Contact Relationship
N/A		Gender		Gender
N/A		Group		Group (ID)
N/A		Hourly Wage		Hourly Wage
N/A		User		User

Projects

Show/Hide Data Mapping  

PROCORE	DATA SYNC	RESOURCE PLANNING
Project Name		Project Name
Status (Active, Inactive)		Status (Active, Inactive)
Project Number		Project Number
Address		Address 1
City		City
ZIP		Postal Code
Timezone		Timezone
Start Date		Start Date
Completion Date		Est. End Date

See Also 

• How do I sync data between Resource Planning and Procore?