Below are the notable changes to the Procore + CMiC integration.
Procore now enables you to sync actual hours or quantities (including zero values) for line items in payroll direct cost transactions from CMiC to Procore. This enhancement provides greater accuracy and detail in your financial reporting and analysis within Procore. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For more details, see Things to Know about the Project Financials + CMiC Connector.
Procore now enables you to export a PCCO with multiple linked PCOs as individual PCIs to CMiC. Additionally, PCCOs can also be exported as OCOs to CMiC. This improvement enhances flexibility and accuracy for complex change orders, streamlines financial synchronization, and reduces manual data entry between Procore and CMiC. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For more details, see Things to Know about the Project Financials + CMiC Connector.
Procore now enables you to include the Employer Identification Number (EIN) of a vendor when importing vendor records from CMiC to the Procore directory. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For details, see Things to Know about the Project Financials + CMiC Connector.
Procore has improved the budget export process for CMiC users, enabling them to sync only the cost codes included in a budget with CMiC. This enhancement ensures that only relevant cost codes are exported, streamlining your workflow and improving the overall user experience when managing project costs within CMiC. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For more details, see Things to Know about the Project Financials + CMiC Connector.
Procore now includes line items with $0 values in budget exports. Previously, users could not export budgets containing line items with $0 values to ERP systems. This enhancement eliminates the need to add amounts to original budget line items, ensuring comprehensive budget data and streamlining user workflows. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For more details, see CMiC Detailed Data Mapping.
Procore now allows you to optionally include the CMiC reference code in the descriptions of direct costs. This reference code will be appended to the source description of job cost transactions imported from CMiC. It will then appear as part of the direct cost description in the Direct Costs tool for expenses, payroll, invoices, and subcontractor invoices. This enhancement helps maintain standard naming conventions for job cost transactions, enhancing clarity, consistency, and traceability in project cost management. To enable this feature in your company accounts integrated with CMiC, reach out to your Procore point of contact. For more details, see CMiC Detailed Data Mapping.
Procore has improved the vendor syncing process to address privacy concerns by ensuring that masked vendors CMiC are excluded from syncing to the Procore Directory. Your ERP integration now prevents these vendors from appearing in the 'Ready to Import' list, enhancing data privacy for users. To learn more, see CMiC Detailed Data Mapping.
When Companies identified as a Customer in CMiC are imported to Procore, the integration will now create a company record in the Procore directory. To learn more, view CMiC Detailed Data Mapping.
Procore has automated the export process for project cost codes, eliminating the need for manual refreshes before exporting financial objects. The new functionality now ensures that any new cost codes are automatically refreshed and exported, streamlining the workflow for users connected to ERP systems. This new functionality applies to ERP integrations that allow cost code/WBS code syncing and project exports, which means users can expect all cost codes in the project to sync back to CMiC. See Things to Know about the Project Financials + CMiC Connector to learn more.
Procore has integrated the import of invoice payments from CMiC, ensuring that users have up-to-date payment data without needing to refer back to their integration. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.
Procore has introduced the ability to customize the default Unit of Measure (UOM) for blank or amount-based commitments, enhancing flexibility for users. Please contact your Procore point of contact to enable this feature.
Procore has reimplemented the original method for sending estimated cost at completion to CMiC.
ERP Admins can now ‘reset’ PCCOs directly within the ERP tool without the need to contact support. Reset PCCOs Synced with ERP.
Procore has refined the import process for CMiC by excluding zero dollar cost codes, enhancing project data accuracy. Please contact your Procore point of contact to enable this feature.
Procore has implemented the ability to mask vendors in CMiC , ensuring that direct costs for these vendors do not sync into Procore.
Procore has a new CMiC contract compliance process that now allows users to efficiently sync and manage compliance documents for commitments, ensuring accurate and up-to-date records.
Procore has now added support for token-based authentication in CMiC. Please contact your Procore point of contact to enable this feature.
CMiC now supports linking one Procore comapny to multiple CMiC companies. Reach out to your Procore point of contact to enable this feature.
Previously, only the budget amount was populated by default, but now the billing amount can be included when exporting from Procore to CMiC. Reach out to your Procore point of contact to enable this feature.
You can now view the description details associated with your Direct Costs Schedule of Values line items to help save time when seeking additional job costs information. To learn more, view CMiC Detailed Data Mapping.
You now have the option to filter out unnecessary cost codes from your Standard Cost Code list when importing cost codes from CMiC to Procore. Reach out to your Procore point of contact to enable this feature.
You can now choose whether the 'Reference Date' or 'Post Date' is imported to Procore from CMiC for the 'Date' field in the Direct Cost tool. Reach out to your Procore point of contact to enable this feature.
'Billing Date' now replaces the 'Current Date' field when exporting invoices from Procore to CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.
You can now import direct cost transactions from CMiC to Procore. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.
A process has been created to make sure commitment numbers match in both Procore and CMiC. To learn more, view CMiC Detailed Data Mapping.
A new PCI type has been created for all original budget amounts and original budget changes. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.
A new PCI type has been created for forecast amounts to provide users with an audit trail when forecasts are created in CMiC. Reach out to your Procore point of contact to enable this feature. To learn more, view CMiC Detailed Data Mapping.
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.
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.