About the Project Financials + CMiC Connector

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 CODES ^1,2 COST CODES & COST TYPES			MASTER COST CODES & CATEGORIES
PROJECT WBS CODES ^1,2 COST CODES & COST TYPES			COST CODES & CATEGORIES
COMPANIES			BUSINESS PARTNERS/VENDORS
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			PAYMENTS
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS			POTENTIAL CHANGE ITEM (PCI)
JOB-TO-DATE COSTS			JOB COSTS

¹Custom WBS segments are NOT supported at this time
²Project 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.
³Exports the ‘Estimated Cost at Completion' and ‘Forecast to Complete' values from a Procore budget to CMiC
⁴Export of payment records from Procore to CMiC is only supported for customers in the United States who license Procore Pay.

Integration Requirements

Prerequisites:
- Version R12 of 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:

Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
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.