Export a PCCO to CMiC

Objective

To export a Prime Contract Change Order (PCCO) to CMiC.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' on the company's ERP Integrations tool.
    AND
  • The person's account must be granted the 'Can Push to Accounting' privilege in the Company Directory. See Grant Accounting Approver Privileges.
• Prerequisites:
  • Contact Support to turn this capability on. 
  • The ERP Integrations tool must be enabled on the company account.  See Request to Connect Procore and CMiC.
  • The ERP Integrations tool must be configured to work with CMiC. See CMiC: Setup Guide.
  • The Prime Contracts tool must be enabled on the project(s) that you want to sync. See Add and Remove Tools on a Project.
• Requirements:
  • There must be a Contract set up for the Project/Job in CMiC.
  • The Date field on a PCCO is required.
  • The PCCO must be in the 'Approved' status.
  • For each associated line item that you add to the change order's Schedule of Values (SOV), you may designate a unique associated Prime Contract line item or the same associated Prime Contract line item for all change order line items.
  • Horizontal and vertical markups are allowed. 

Steps

Follow these steps to use the CMiC to export a PCCO created in Procore to CMiC:

1. Create a PCCO using one of these methods:
   • Create a Potential Change Order for a Prime Contract
   • Create a Prime Contract Change Order
2. Send a PCCO to ERP Integrations for Accounting Acceptance
   • Retrieve a PCCO from ERP Integrations Before Export to CMiC
   • Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
     Note: Ensure all changes are updated in the PCCO before the data is accepted for export to CMiC by an accounting approver.
3. Accept or Reject a PCCO for Export to CMiC 

See Also

• When are accountants notified when there are ERP items available for approval?