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Procore

Project Financials + CMiC Connector

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Job Setup

 

Create a Job in
CMiC
Create a Job in...

 

Add a CMiC Project to Procore
Add a CMiC Project to...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
PROCORE PROJECT SYNCED WITH CMiC JOB
PROCORE PROJECT SYNC...

Sub Job Setup

 

Add an Extra/Sub Job in ERP System
Add an Extra/Sub Job i...

 

Import a ERP Sub job to a Procore Project
Import a ERP Sub job t...

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

Create and Export Commitments

 

 

Which type of commitment
will you create?
Which type of commitment...

 

Create a Subcontract
Create a Subcontract

 

Create a
Purchase Order
Create a...

 

Send a
Commitment  to
ERP Integrations for Accounting Acceptance
Send a...

 

START
START

 

END
END
COMMITMENT EXPORTED TO ERP
COMMITMENT EXP...

 

Edit a Commitment
Edit a Commitment

 

Resend a Rejected Commitment to ERP Integrations for  Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool

Create and Export CCOs

 

Create a Commitment Change Order (CCO)
Create a Commitment Ch...

 

Create a CCO from
a Change Event
Create a CCO from...

 

Send a CCO to
ERP Integrations
for Acceptance
Send a CCO to...

 

START
START

 

END
END
CCO EXPORTED TO ERP
CCO EXPORTED T...

 

Edit a CCO
Edit a CCO

 

Resend a
Rejected CCO to
ERP Integrations for Accounting Acceptance
Resend a...

 

Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Change Orders Tool
Procore Change Orders Tool
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Create and Sync Vendors

 

Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM

 

START
START

 

END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system

 

Where did you create the Vendor/Company record?
Where did you create the Ve...

 

Does the matching company record already exist in Procore?
Does the matching company record...

 

Where did you create the Company in Procore?
Where did you create the C...

 

Add a Company to the Project Directory
Add a Company to the Pr...

 

Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...

 

Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...

 

Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...

 

Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...

 

Export a Vendor/Company to ERP Integration
Export a Vendor/Company...

Export Subcontractor Invoices

 

 

START
START

 

Resend a Rejected Invoice to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step

 

Send Subcontractor Invoices to ERP Integration for Accounting Acceptance
Send Subcontractor Invoice...
Invoice Administrator
Invoice Administrator
Accounting Approver
Accounting Approver

 

Accept or Reject Subcontractor Invoices for Export to ERP
Accept or Reject Subc...
Invoice exported to ERP
Invoice exported t...
Accept
Accept
Reject
Reject
Update the invoice as needed
Update the invoice...
Continued from the 'Create Your Subcontractor Invoices in Procore' workflow
Continued from the 'Create Your...

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

   The action is available on Procore's Web, iOS, and/or Android application. Click to view the tutorial.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

 Important

Several available actions in the ERP Integrations tool also require Accounting Approver permissions. An Accounting Approver is a user with either 'Standard' or 'Admin' level permissions to the ERP Integrations tool who has been granted the 'Can Push to Accounting' privilege. 

Not all ERP connectors support every action described below. To learn more about your connector's supported functions, see Things to Know About your ERP Integration

Action None Read Only Standard Admin Notes

Accept or Reject Cost Codes for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Owner Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject Subcontractor Invoices for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Budget for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a CCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Commitment for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Company for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a PCCO for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Project for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Accept or Reject a Sub Job for Export to ERP

 Web

     

icon-mindtouch-table-check.png

 

Add a Procore Project to your ERP System

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Company to the Procore Company Directory

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Add an ERP Job to Procore

 Web

      icon-mindtouch-table-check.png  

Archive an ERP Company in Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Assign Default Cost Types To ERP Standard Cost Codes

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Configure Advanced Settings: ERP Integrations

 Web

      icon-mindtouch-table-check.png  

Configure the Sync Schedule for your ERP Integration

 Web

      icon-mindtouch-table-check.png  

Enable or Disable ERP Direct Exports

 Web

      icon-mindtouch-table-check.png  

Import a Budget from ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import a Prime Contract from an Integrated ERP System into Procore

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Import an ERP Sub Job to a Procore Project

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Link ERP Companies to Procore Companies

 Web

      icon-mindtouch-table-check.png  

Refresh the Companies List for ERP

 Web

      icon-mindtouch-table-check.png  

Refresh the Cost Codes on an ERP Integrated Project

 Web

      icon-mindtouch-table-check.png  

Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance

 Web

       
  • These actions do NOT require permissions to the ERP Integrations tool.
  • Sending items to ERP for accounting acceptance requires 'Admin' level permissions on the tool where the item is located. 

Sync Job Cost Transactions from an Integrated ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Sync Paid Invoice Notifications from ERP into Procore

 Web

      icon-mindtouch-table-check.png  

Unlink CCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Commitments Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Owner Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink PCCOs Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink Subcontractor Invoices Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

Unlink a Company Synced with ERP

 Web

    icon-mindtouch-table-check.png icon-mindtouch-table-check.png  

View a List of Synced Sub Jobs

 Web

   

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

icon-mindtouch-table-check.png

  • Requires additional tool permissions 

Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission.

View an Accountant Report for ERP

 Web

      icon-mindtouch-table-check.png  

View an ERP Job Costs Report

 Web

     

icon-mindtouch-table-check.png

  • Requires additional tool permissions to view at the project level

'Admin' level permissions to the ERP Integrations tool allows users to view this report at the Company level. 

To view at the Project level, users also require:

  • 'Read-only' level permission or above on the project's Reports tool.
    AND
    • 'Admin' level permission on the project's Budgets tool.
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View an ERP Unsyncable Direct Costs Report

 Web

       

Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:

  • 'Read-only' level permission and above on the project's Reports tool
    AND
    • 'Admin' level permission on the project's Budgets tool
      OR
    • 'Admin' level permission on the project's Prime Contract tool.

View the Archived Companies List for ERP

 Web

   

icon-mindtouch-table-check.png

icon-mindtouch-table-check.png

 

 

 

Below are the notable changes to the Procore + CMiC integration.

Recent Changes

Projects in Procore Can Now be Exported to CMiC (04/26/2023)

The Project Financials + CMiC connector previously only allowed for projects to be imported from CMiC into Procore. Now, you can also choose to export projects from Procore to CMiC as a job. Please note that this will create a project in CMiC. A job will still need to be created in CMiC manually.

To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.

Prime Contract Change Orders and Budget Changes can now be Exported to CMiC (03/22/2023)

You can now export PCCOs and Budget Changes from Procore to CMiC as PCIs. 

To learn more about this feature, see About the Project Financials + CMiC Connector or view CMiC Detailed Data Mapping.