About the Project Financials + CMiC Connector

Last updated
Save as PDF
Share
1. Share
2. Tweet
3. Share

Overview

Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with CMiC.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + CMiC integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + CMiC integration, you can:

Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to CMiC.
More efficient communication between Accounting and Project Management teams.

Feature Set Map

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
COMPANY LEVEL WBS CODES¹ COST CODES & COST TYPES			MASTER COST CODES & CATEGORIES
PROJECT LEVEL WBS CODES¹ COST CODES & COST TYPES			COST CODES & CATEGORIES
COMPANIES			BUSINESS PARTNERS/VENDORS
PROJECTS Cost Codes/Cost Types			CONTROL JOBS Cost Codes/Cost Types
SUB JOBS Cost Codes/Cost Types			JOBS Cost Codes/Cost Types
BUDGET BUDGET MODIFICATIONS ESTIMATED COST AT COMPLETION / FORECASTING			BUDGETED COST AMOUNT UPDATES CURRENT BUDGET AMOUNT PROJECTED COST
COMMITMENTS Subcontracts & Purchase Orders Commitment Change Orders (CCOs)			SUBCONTRACTS Subcontracts Subcontract Change Orders
SUBCONTRACTOR INVOICING²^,3			REQUEST FOR PAYMENT
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS (PCCO)			POTENTIAL CHANGE ITEMS (PCI)
JOB-TO-DATE COSTS			JOB COSTS

¹ Custom WBS segments are NOT supported at this time
²Includes released retainage on the invoice in Procore.
³ Tax is not handled in Procore on Subcontractor Invoices.

Integration Requirements

Prerequisites:
- Version R12 of CMiC
- CMiC PMXchange™ for CMiC
- Publicly Facing Collaboration Server
- Procore Project Financials

Supported Features

Procore's current integration with CMiC includes the following features:

Synchronization of CMiC cost codes, cost types, and job costs between CMiC and Procore.
Create commitments and commitment change orders in Procore where each line item uses CMiC cost codes and cost types.
Export 'Approved' commitments (a.k.a., subcontracts and purchase orders) and commitment change orders from Procore to CMiC.
Built-in approval workflows for commitments and commitment change orders where designated accountants can approve/reject them in Procore; approved commitments are pushed directly from Procore to your CMiC database.
Link a CMiC vendor and ID with a matching company in Procore's Directory tool.
Create a vendor in CMiC by exporting a company record from Procore.
Create a new company record in Procore by importing a vendor from CMiC. Insurance information must be managed and updated in CMiC
Create a new project in Procore by importing a CMiC job.
Import a CMiC estimate into the Budget tool on a Procore project.
Import a CMiC sub job into Procore as a sub job.
Export Subcontract Invoices to CMiC.
Import a Prime Contract from CMiC into Procore.

Unsupported Features

The following features are not supported at the current time:

Integrate an active Procore project (i.e., that was created prior to the Procore account being integrated with CMiC).
Integrated owner invoices and related payments & subcontract invoice payments.
Import commitments from CMiC to a Procore project.
Integrating multiple CMiC company codes with one Procore account/company.

Common Questions

How often is data exchanged between Procore and CMiC?
Exports happen instantly upon approval by your organization’s Accounting User(s). Imports happen upon requests which can be made by your Project and Accounting Teams directly within Procore.

Who can authorize what?
Within Procore, any exports to CMiC must be approved by your company's designated accounting approver(s).

Will you be adding additional functionality?
We will continue to evaluate key functionality to include in the integration. What is listed in the above feature map simply denotes the current functionality.