Things to Know about the Project Financials + Jobpac™ Connector

Background

Each of Procore's available ERP connectors perform the basic function of syncing data between the ERP system and Procore, usually in the same way as other connectors. However, each connector has a unique set of items it can sync, and the way those items are synced will vary based on how that ERP system and its corresponding integration are built to function. 

Jobpac™, like all ERP integrations, has some key considerations, limitations, and things to know about how each Procore object is synced. Those considerations, limitations, and things to know are outlined in the table below according to tool or item being synced.

Things to know about the Jobpac™ Connector

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule
  • In order to connect Procore and Jobpac, you must have the following information:
    • The server  you are hosted on, environment, application, encryption key, Jobpac User ID and Password and Work ID.

work breakdown structure (wbs)
  • The WBS codes are created in Jobpac and imported to Procore.
  • Project specific cost codes are not supported and must exist on the standard cost code list.

projects
  • Project must be created in Jobpac and imported to Procore.
  • Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services may be available for assistance with integrating in-progress/pre-existing project records for an additional fee.

companies
  • Creditors are created in Jobpac and imported to Procore. For those that already exist in Procore, you can link the existing record.

BUDGET
  • Budgets are created in Jobpac and imported to Procore, but is limited to a two tier level.

commitments
  • Commitments are created in Procore and exported to Jobpac.
  • To sync a commitment, all a Schedule of Values (SOV) line items must be tied to a cost codes and categories from your ERP-synced lists of Standard Cost Codes and Cost Types.

commitment change orders (cco)
  • You must nominate a 1 type variation as mapped in Jobpac when exporting a Commitment Change Order.
  • The company account must be integrated with Jobpac. 
  • The Change Orders and Commitments tool must be an active tab on the project. 

subcontractor invoices
  • The Subcontractor Invoices are created in Procore and exported to Jobpac.

direct costs
  • Any expenses, labour will come from Jobpac and automatically update Procore to the associated cost code and cost type.

prime contracts
  • Head Contracts are created in Procore and exported to Jobpac. Claims are exported from Procore into Jobpac; however, receipt of payment must be manually done in both systems.
  • Within your ERP Integration settings, ERP Admins can enable the ability to designate your prime contract as either Unit-based or Amount-based before importing to Procore. 

prime contract change orders (Pcco)
  • You must nominate a 2 type variation as mapped in Jobpac when exporting a Head Contract Variation.

 

See Also