Project Financials + CMiC Connector

Recent Changes

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

CMiC, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the CMiC Connector

See Also

• About the CMiC Connector
• CMiC Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
COMPANY LEVEL WBS CODES 1,2 COST CODES & COST TYPES			MASTER COST CODES & CATEGORIES
PROJECT WBS CODES 1,2 COST CODES & COST TYPES			COST CODES & CATEGORIES
COMPANIES CUSTOMERS			BUSINESS PARTNERS/VENDORS CUSTOMERS
PROJECTS			CONTROL JOBS
SUB JOBS			JOBS
BUDGET			BUDGETED COST AMOUNT
BUDGET MODIFICATIONS (LEGACY)  OR BUDGET CHANGES (NEW)			UPDATES CURRENT BUDGET AMOUNT POTENTIAL CHANGE ITEM (PCI)
COST FORECAST DATA 3			PROJECTED COST
COMMITMENTS			SUBCONTRACTS
COMMITMENT CHANGE ORDERS			SUBCONTRACT CHANGE ORDERS
SUBCONTRACTOR INVOICES			REQUEST FOR PAYMENT
SUBCONTRACT INVOICE PAYMENTS 4			PAYMENTS
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS			POTENTIAL CHANGE ITEM (PCI)
JOB-TO-DATE COSTS			JOB COSTS

¹ Custom WBS segments are NOT supported at this time
² Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
³ Exports the ‘Estimated Cost at Completion' and ‘Forecast to Complete' values from a Procore budget to CMiC
⁴ Export of payment records from Procore to CMiC is only supported for customers in the United States who license Procore Pay.

Projects/Jobs

Exporting a Procore project to CMiC creates a 'project' in CMiC, but not a 'job'. You must create a job manually in CMiC after exporting your Procore project through the integration.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
CMIC ID			Project Code
Project Name			Project Name
Address			Address 1
City			City
State			State
ZIP			Zip
Cost Code1,2 Code/Description			Cost Code Code/Description
Cost Type Code/Description			Category Code/Description
Start Date			Begin Date
Completion Date			End Date

¹ Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.
² Cost codes added to a job in CMiC after the job is synced with Procore can be added to the project in Procore by clicking 'Refresh Cost Codes' in the Project level Admin tool's Work Breakdown Structure (WBS) cost code section.

Sub Jobs

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Sub Job Code			Project Code
Sub Job Name			Project Name
Cost Code			Cost Code
Cost Type			Category

Vendors

When Companies in Procore are exported to CMiC, they will create a Business Partner and Vendor record. Additionally, when companies identified as a Customer in CMiC are imported to Procore, the integration will create a Company record in the Company Directory. Below is a table that displays the field mapping between these records.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
ERP Vendor ID1			Vendor Code/Business Partner Code
Name			Vendor Name/Business Partner Code2
Address			Street/Address
City			City
State			State/Province
ZIP			Zip/Post Code
Business Phone			Phone
Business Fax			Fax
Email Address			E-mail
Website			Web Site
Customers			Customers
ERP Vendor ID3,4			Customer Code/Business Partner Code
Name			Vendor Name/Business Partner Code
Address			Street/Address
City			City
State			State/Province
Zip			Zip/Post Code
Business Phone			Phone
Business Fax			Fax
Email Address			E-mail
Website			Web Site

¹ Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to CMiC. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool  under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).
² If a Vendor has a masked Vendor Class or masked JcdtSrcCode in Boomi, it will not appear in the Ready to Import  filter list. You will have to archive each vendor to ensure the vendor is not imported  into the Procore Directory.
³ Import note: This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool  under Vendors or in the company-level Directory tool).
⁴Export note: When Companies in Procore are exported to CMiC they will create a Business Partner and Vendor record. Business partner records must be manually assigned as a Customer in CMiC.

Budgets

Original Budget Amounts/Pending Original Budget edits are exported to CMiC as a PCI Type. The PCI will export over with an "Approved" status and will need to be posted in CMiC.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Original Budget			Original Estimate
Cost Code 1			Cost Code
Cost Type 1			Categories

¹ To sync previously unused project level cost codes to CMiC, you must add a cost budget line item to the Budget in Procore using that code. Syncing is automatic following addtion of cost budget line items.

Budget Modifications (Legacy)

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Project			Job
Project Name			Job Name
From/To			Cost Code ID
From/To			Cost Code Name
From/To			Cost Type ID
From/To			Cost Type Name
Amount			Transfer Amount

Budget Changes (New)

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Project			Job
Budget Change Number			PCI No.
Status			Approved
System Date of Export			Date
Name			Description
Description			Scope
From/To			Cost Code ID
From/To			Cost Code Name
From/To			Cost Type ID
From/To			Cost Type Name
Amount1			Transfer Amount

^{1 Amount populates the 'Budgeted Amount' by default, but can be set up to update ''Billing Amounts' as well. This requires assistance from ERP IIS. Contact support if interested in getting this to also populate the 'Billing Amounts' on a Budget Change export to CMiC.} 

Forecasting/Projections

Estimated Cost at Completion 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?

Commitments

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Commitment Header			Commitment Header
Contract #			Contract Number
Commitment Type1			Contract Type
Contract Company2			Vendor
Date Created			Date
Start Date			Start Date
Issued Date			Issued Date
Estimated Completion Date			End Date
Signed Contract Received Date			Executed Date
Title			Description
Default Retainage			Default Retainage Percentage
Description			Scope of Work
Commitment Item (Purchase Orders)			Commitment Item
Qty			Quantity
UOM			WM
Unit Cost			Rate
Contract Amount or Subtotal			Amount
Commitment Item (Subcontracts)			Commitment Item
Job ID			Job ID
Line Item Description			Task Description
Cost Code			Cost Code
Type			Category
UOM4			WM
Unit Cost4			Rate
Contract Amount or Subtotal			Amount

¹ When a commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for CMiC.

² The ERP Vendor ID associated with the Contract Company is used on the import file for CMiC. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

⁴ Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Schedule Of Values.

Commitment Change Orders

To sync a CCO, the Commitment has to be synced to CMiC first. The CCO will export to the Subcontract/PO and will need to be posted once it successfully exports to CMiC. When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item or entering a new line item.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Commitment Change Order Header			Commitment Change Order Header
Title			Description
System Date at Time of Export			Invoice Date in CMiC
Change Order Number			Contract No
Status			Pending
Description			Scope of Work
Commitment Change Order Item (Purchase Order or Unit/Quantity Based Subcontract)			Commitment Change Order Item
Item ID1
Qty			Unit
Contract Amount or Subtotal			Extended Price
Commitment Change Order Item (When New Line Item is Selected Entering the SOV on the CCO)			Commitment Change Order Item
CMiC ID			Item ID
Qty2			Unit
Unit Cost2			Rate
UOM2			WM
Contract Amount or Subtotal3			Extended Price

¹ This field is pulled from the Cost Type.

²Typically Quantity, Units and Unit Cost are only used on Purchase Orders.

³The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Subcontractor Invoices

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Subcontractor Invoice			Invoice Header
Contract Company			Vendor Name
ERP ID			Invoice Code
Description1			Description
Total Completed and Stored to Date			Original Invoice Amount
Total Retainage			Retainage Amt
Billing Date			Invoice Date
Billing Date + 30 Days			Due Date
Accounting Date2			Posting Date
			Distributions
Commitment #			Contract
Project #			Job/EQP/WO
Sub Job #			Job/EQP/WO
Cost Code			Phase/Component/WI
Category			Cat/Component/WI
Description of Work			Description
Work Completed this Period			Amount
Work Retainage			Retainage
AP Invoice Payments3
Payment Issued			Payment
Payment Status			Payment Status
Amount			Check Amount / Payment Amount
Payment Funding Date			Check Post Date / Check Date
Check Number			Check Number
Check Description			Check Description

¹ The description for an invoice that will be created in CMiC can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in CMiC. 

² This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.

³The subcontractor invoice must exist in Procore to sync payments.

Prime Contracts

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Prime Contract			Job/Contract/Budget
Title			Job Code + Prime Contract
#			Job #
Status			Approved
Description			Job Code + Message
Original Contract Amount			Total Budgeted Revenue Amount
Prime Contract Schedule of Values			Contract/Enter Budget
Budget Code (Cost Code)			Cost Code
Budget Code (Cost Type)			Category
Description			Cost Code Description
Amount			Budgeted Revenue Amount

Prime Contract Change Orders

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
PCCO			PCI
Project Number			Job Code
Title			Name
Transaction Date			Reference Date
PCCO Number			PCI Code
Description			Scope Description
Amount			Bill Amount
Cost Code			Code
Unit of Measurement			Budget WM Code
Line Item Type			Category Code
Ext Amount			Budget Amount

Job Costs

Import from CMiC only. Cost information is retrieved from CMiC for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Job Cost information can be synced in either the ERP Integrations tool under the Job Costs sub-tab or within the Project Admin tool under Work Breakdown Structure, within Cost Codes there is a "Refresh Cost Codes" button. 

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Budget
JTD Cost			JTD Cost
Direct Costs			JTD Cost - Commitment Invoiced1
Job Costs Report
Cost Code			Cost Code
Cat.			Cost Type
Original Budget			Original Budget
Commitment Invoiced			Commitment Invoiced
Job-to-Date Cost			JTD Cost

¹This is a calculated column that displays the difference between the two database fields in CMiC.

Job Cost Transaction Details 

Import from CMiC only. If the feature is enabled, all posted “Actual” cost transaction details from the Job Costing Transaction Record in CMiC are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly, the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC  to Procore	CMiC
Direct Cost Type			Cost Type
Invoice			Journal Code Mapping1
Expense			Journal Code Mapping1
Subcontractor Invoice			Journal Code Mapping1
Payroll			Journal Code Mapping1
Date			Reference Date or Post Date2
Vendor			Source Code
Received Date			Post Date3
Invoice #			Invoice #
Status			Approved
Description			Source Description
Budget Code			Cost Code
Cost Type			Category
Qty			Quantity
UOM			WM
Unit Cost			Unit Cost
Amount			Amount

¹Cross reference table created to map Journal Codes from the Transaction Record to proper Procore Transaction Type. Requires work with ERP IIS to help set up, please reach out to support if interested in getting this set up.

²Client can choose whether “Reference Date” or “Post Date” will be pulled into Procore from CMiC for the “Date” field in the Direct Cost Tool.

³Client can choose whether “Post Date” or “Invoice/Reference Date” will be pulled into Procore from CMiC for the “Received Date” field in the Direct Cost Tool. 

See Also 

• About Procore + CMiC
• Things to Know about CMiC