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Procore

About the Jobpac™ Connector

Feature Set Map


PROCORE
Exports data from Procore to Jobpac™  Imports data from Jobpac™  to Procore
Jobpac™
PROJECTS   erp-green-arrows.png JOBS
COMPANIES   erp-green-arrows.png CREDITORS
PROJECT WBS CODES 1
COST CODES + COST TYPES
  erp-green-arrows.png PROJECT COST CENTRE
PROJECT COST TYPES
BUDGET LINE ITEMS   erp-green-arrows.png PROJECT COST CENTRES
COMMITMENTS
SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)
erp-orange-arrows.png   SUBCONTRACTS
PURCHASE ORDERS
VARIATIONS
COSTS   erp-green-arrows.png COSTS
SUBCONTRACTOR INVOICES 2
FOR SUBCONTRACTS & PURCHASE ORDERS
erp-orange-arrows.png   SUBCONTRACTOR INVOICES
SUBCONTRACT CLAIMS
AP INVOICES
PRIME CONTRACTS   erp-green-arrows.png HEAD CONTRACTS
 
PRIME CONTRACT CHANGE ORDERS erp-orange-arrows.png   HEAD CONTRACT VARIATIONS

1 Custom WBS segments are not supported at this time.

2  Subcontractor invoices with negative values do not export.

 

Key Benefits

  • Save time and labor by streamlining the approval process of time-sensitive tasks such as commitments and variations.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to Jobpac™.
  • More efficient communication between Accounting and Project Management teams.
  • Easy and instant access to Jobpac™ Job Cost report by the Project Management team.

Features

  • Import Jobpac™ Cost Codes to Procore. 
  • Import company records from Jobpac™ into Procore's Company Directory. 
  • Import your Jobpac™ job costing data to use Procore's costing and budgeting tools to track project spending.
  • Export data from your project's Commitments tool to process purchase orders in Jobpac™. 
  • Create Commitment Change Orders (CCOs) in Procore and update purchase orders and subcontracts with change orders in Jobpac™.

Requirements

  • Company Administrator permissions to the Procore web application
  • Procore Project Financials
  • Sectioned Cost Codes must be enabled in Jobpac

Jobpac™ Requirements

  • Jobpac™ API Module
  • Jobpac™ API Version 1.00

Limitations

Before your company starts using the Jobpac™ integration with Procore, first review the Integration Map to learn about the available features. It is also important to be aware of the limitations listed below. Keep in mind that your company may have different requirements and processes, so there may be unique limitations in your environment not listed here. If you have questions, please contact your Procore point of contact. 

  • Designed for use only on new construction jobs/projects:
    • 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 may be available for an additional fee.
  • Data from these Procore tools and items do NOT sync with Jobpac™:
    • Head Contract Invoices and Payments
    • Timecards
    • Timesheets 
  • The Jobpac™ integration does NOT support the following items:
    • Sub Jobs The sub job feature is NOT supported with the Procore + Jobpac™ integration. Sub jobs are disabled in Procore for Jobpac™ integrated projects.
    • Project-Specific Cost Codes Project-specific cost codes are NOT supported with the Procore + Jobpac™ integration. Your company will have one (1) cost code list for use with all Jobpac™ integrated projects.
    • Multiple Jobpac™ Organizations A separate Jobpac™ organization for each project is NOT supported. For each Procore company account, the integration is designed to support one (1) Jobpac™ organization per connector.
    • A Jobpac™ cost code cannot be both a header and a cost centre.

Terminology

This table documents a list of commonly used Jobpac™ terms and its Procore equivalent. 

Jobpac™ Term Procore Term
Job Project
Cost Centre Cost Code + Cost Type
Creditor Company

See Also