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Procore

Add a MRI Platform X® Job to Procore

Objective

To create a new project in Procore from an existing job in MRI Platform X®.

Background

A 'Job' in MRI Platform X® is equivalent to a 'Project' in Procore. If you first created a job in MRI Platform X®, you may use the steps below to add it to Procore. This creates a new Procore project that contains all of the relevant job information. Project data that is synchronized between the two systems include the following:

  • Project Cost Codes are pulled from the list of MRI Platform X® Interface Chart on the Job.
  • Cost Types are pulled from the Default Categories on the job cost codes.

Things to Consider

  • Required User Permissions:
    • 'Standard' level permission on the ERP Integrations tool plus ONE of the following:
  • Limitations:

    Note: If your company account has a project limit, a banner will appear at the top of the page to notify you when your project limit has been reached. 

  • Additional Information:
    • If you choose to import a job from MRI Platform X® in order to create a new Procore project, you can select the project template that you want to apply to your new project in the 'Integration Settings' page for the ERP Integrations tool. See Configure Advanced Settings: ERP Integrations for MRI Platform X®. To learn more about project templates, see Configure a Project Template
    • It is recommended that you always perform the import before creating any commitments (i.e., subcontracts or purchase orders) in MRI Platform X®. Any commitments created in MRI Platform X® cannot be integrated. 

Steps

  1. Navigate to the company's ERP Integrations tool. 
  2. Click the Jobs subtab. 
  3. In the 'Filters' menu, click Ready to Import. 
    This reveals a list of all the unsynced jobs that exist in MRI Platform X® but have NOT be added as to your company's Procore account as projects. 

    filter-job-by-ready-to-import.png
     
  4. Review the Job information as follows:
    • MRI Platform X® ID. Ensure that the Job ID in MRI Platform X® is accurately reflected here. This will become the 'Project ID/Number' in Procore. 
    • Name. Ensure the Job Name in MRI Platform X® is accurately reflected here. This will correspond to the 'Project Title' in Procore. 
    • Procore Project Template. If you want to apply an existing project template to the new Procore project, select a template from the list. If you do not want to apply a template, choose 'Do Not Apply A Template....'. Note: The selections in this list are created in the Portfolio tool. See Configure a Project Template
  5. For each project line item, accept or reject the project:
    • To accept the job and import as a new Procore project, click Add to Procore
    • To reject the job and prevent it from being imported into Procore as a new project, click the RED (x).