Project Financials + Workday® Connector
- Last updated
- Mar 18, 2025
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Table of Contents
Overview
Procore's Accounting Integrations connect Procore with your ERP or Accounting system, uniting the office and field teams with one source of financial project data.
With the Project Financials integration for Workday®, you can:
- Exchange information between systems to provide your project team with access to data from a single source-of-truth.
- Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.
- Improve decision-making with access to the most up-to-date data available.
- Streamline communication and information-sharing between your back-office and operational teams.
Requirements
- Company Administrator permissions to the Procore web application
- A compatible edition of Workday® (see Workday® Compatibility section below)
Supported Editions & regional Availability
The Workday® Connector supports these editions of Workday®:
Early | Growing | Established | |
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Workday® | ![]() |
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The Workday® Connector is supported in any country or region where both Procore and Workday® are available.

Popular Tutorials (view all)
Top FAQ (view all)
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- What is the accounting approver role?
- What do the ERP icons mean?
- What happens if I have duplicate company records in Procore's Company Directory?
- Can I customize the numbering system for financial objects in Procore?
Quick Links
- Workday® course on the Procore Learning Portal
- View this integration on Procore's App Marketplace
Availability of ERP connectors is dependent on several factors, including the country or region in which your business operates. To learn whether or not an integration is available in your area, contact your Procore point of contact.
Tutorials
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- Accept or Reject a CCO for Export to ERP
- Accept or Reject a Commitment for Export to ERP
- Accept or Reject a Project for Export to ERP
- Accept or Reject Subcontractor Invoices for Export to ERP
- Add an ERP Company to the Procore Company Directory
- Add an ERP Job to Procore
- Add ERP Standard Cost Codes to a Project
- Add ERP Standard Cost Codes to the Company Level Admin Tool
- Archive an ERP Company in Procore
- Configure Advanced Settings: ERP Integrations
- Configure Cost Code Preferences for ERP
- Consolidate Duplicate Companies in the Company Directory
- Delete a Commitment Synced with ERP
- Delete Project Cost Codes from an ERP Integrated Project
- Edit a Commitment Synced with ERP
- Edit Synced Direct Cost Transactions
- Enable or Disable ERP Direct Exports
- Export a Commitment Change Order (CCO) to ERP
- Export a Commitment to ERP
- Export Subcontractor Invoices from Procore to ERP
- Grant Accounting Approver Privileges
- Import a Prime Contract from an Integrated ERP System into Procore
- Import a Prime Contract into Procore from Workday®
- Link ERP Companies to Procore Companies
- Link ERP Projects to Existing Procore Projects
- Resend a Rejected CCO to ERP Integrations for Accounting Acceptance
- Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
- Resend a Rejected Project to ERP for Accounting Acceptance
- Resend a Rejected Subcontractor Invoice to ERP Integrations for Accounting Acceptance
- Restore an Archived ERP Company for ERP Integrations
- Retrieve a CCO from ERP Integrations Before Acceptance
- Retrieve a Commitment from ERP Integrations Before Acceptance
- Retrieve a Project from ERP Before Accounting Acceptance
- Retrieve a Subcontractor Invoice from ERP Integrations Before Acceptance
- Send a CCO to ERP for Accounting Acceptance
- Send a Commitment to ERP Integrations for Accounting Acceptance
- Send a Procore Project to ERP for Accounting Acceptance
- Send Subcontractor Invoices to ERP Integrations for Accounting Acceptance
- Unlink a Company Synced with ERP
- Unlink CCOs Synced with ERP
- Unlink Commitments Synced with ERP
- Unlink or Reset PCCOs Synced with ERP
- Unlink Subcontractor Invoices Synced with ERP
- View an Accountant Report for ERP
- View an ERP Job Costs Report
- View an ERP Unsyncable Direct Costs Report
- View the Archived Companies List for ERP
FAQ
- What is the accounting approver role?
- What happens if I have duplicate company records in Procore's Company Directory?
- Can I customize the numbering system for financial objects in Procore?
- Are accounting approvers notified when data is awaiting acceptance in the ERP Integrations tool?
- How can I tell if a Procore project is synced with an integrated ERP system?
- What do the ERP icons mean?
- Are pending commitments automatically synced with integrated ERP systems?
- Can I change the selected vendor type after a company has been synced?
- Why is the Send to ERP button dimmed and not available in the Project Creation Assistant?
- Why is my Procore project missing from the ERP Integrations tool?
- Why can't I see the Sync or Refresh buttons in the ERP Integrations tool?
- What do I do when a commitment fails to export from the ERP Integrations tool?
- Can I provide users with 'Read Only' level permissions with limited access to update information in Procore?
- Why are my change order line items duplicated on my subcontractor invoice?
- Can I edit or delete a commitment after its been synced with an integrated ERP system?
Permissions
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.
Users can take the action with this permission level.
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 |
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Accept or Reject Cost Codes for Export to ERP |
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Accept or Reject Owner Invoices for Export to ERP |
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Accept or Reject Subcontractor Invoices for Export to ERP |
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Accept or Reject a Budget for Export to ERP |
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Accept or Reject a CCO for Export to ERP |
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Accept or Reject a Commitment for Export to ERP |
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Accept or Reject a Company for Export to ERP |
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Accept or Reject a PCCO for Export to ERP |
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Accept or Reject a Project for Export to ERP |
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Accept or Reject a Sub Job for Export to ERP |
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Add a Procore Project to your ERP System |
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Add an ERP Company to the Procore Company Directory |
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Add an ERP Job to Procore |
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Archive an ERP Company in Procore |
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Assign Default Cost Types To ERP Standard Cost Codes |
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Configure Advanced Settings: ERP Integrations |
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Configure the Sync Schedule for your ERP Integration |
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Enable or Disable ERP Direct Exports |
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Import a Budget from ERP |
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Import a Prime Contract from an Integrated ERP System into Procore |
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Import an ERP Sub Job to a Procore Project |
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Link ERP Companies to Procore Companies |
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Refresh the Companies List for ERP |
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Refresh the Cost Codes on an ERP Integrated Project |
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Send, Retrieve, or Resend Items to ERP Integrations for Accounting Acceptance |
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Sync Job Cost Transactions from an Integrated ERP into Procore |
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Sync Paid Invoice Notifications from ERP into Procore |
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Unlink CCOs Synced with ERP |
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Unlink Commitments Synced with ERP |
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Unlink Owner Invoices Synced with ERP |
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Unlink PCCOs Synced with ERP |
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Unlink Subcontractor Invoices Synced with ERP |
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Unlink a Company Synced with ERP |
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View a List of Synced Sub Jobs |
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Also requires 'Admin' level permissions to the Company level Directory tool, or 'Standard' level permissions with the 'Create New Project' granular permission. |
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View an Accountant Report for ERP |
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View an ERP Job Costs Report |
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'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:
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View an ERP Unsyncable Direct Costs Report |
Users do NOT require permissions to the ERP Integrations tool to view this report. They do require:
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View the Archived Companies List for ERP |
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Release Notes
Below are the notable changes to the Procore + Workday® integration.
Recent Changes
Unlink prime contract change orders synced with Workday® (10/21/2024)
ERP Admins can now ‘unlink’ PCCOs directly within the ERP tool without the need to contact support. See Unlink PCCOs Synced with ERP.
Enhanced export functionality for Workday® attachments (10/16/2024)
When Commitments, Commitment Change Orders, and Subcontractor Invoices are exported, any attachments added in Procore will now sync to Workday®. For Subcontract Invoices, the PDF export will be automatically synced as an attachment to Workday®. Reach out to your Procore point of contact to enable.
New! Export procore Projects to Workday® (01/05/2024)
You can now export projects from Procore directly to your integrated Workday® system. This feature is automatically available to customers with the Procore + Workday® Connector.
To learn more, see Send a Procore Project to ERP for Accounting Acceptance and Things to Know About Workday®.
Things to Know
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.
Workday®, 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 Workday®
Procore Item or Setting |
Considerations, Limitations, and Requirements |
configuration settings & sync schedule |
Additional Information
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Company Level work breakdown structure (wbs) |
Additional Information:
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PROJECT Level work breakdown structure (wbs) |
Prerequisites:
Additional Information:
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projects |
Additional Information:
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companies |
Limitations:
Additional Information:
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commitments |
Prerequisites:
Additional Information:
Limitations:
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commitment change orders (cco) |
Additional Information:
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subcontractor invoices |
Additional Information:
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direct costs |
Things to Consider:
Additional Information:
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prime contracts |
Additional Information:
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prime contract change orders (Pcco) |
Prerequisites:
Additional Information:
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Data Mapping
Overview
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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PROJECT WBS CODES 1,2 COST CODES & COST TYPES |
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PROJECT TASKS | |
PROJECTS | ![]() |
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PROJECTS |
COMPANIES | ![]() |
VENDORS | |
SUBCONTRACTS & PURCHASE ORDERS |
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SUPPLIER CONTRACTS |
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PRIME CONTRACTS | ![]() |
CUSTOMER CONTRACTS | |
PRIME CONTRACT CHANGE ORDERS (PCCO's) | ![]() |
CUSTOMER CONTRACT AMENDMENTS | |
COSTS COST TRANSACTIONS |
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DIRECT COSTS COST TRANSACTIONS (Supplier Invoices, Journals, Expense Reports) |
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SUBCONTRACTOR INVOICES 3 FOR SUBCONTRACTS & PURCHASE ORDERS |
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SUPPLIER INVOICES |
1 Custom WBS Segments ARE supported.
2 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List.
3 Invoice Management Required if using Subcontractor Invoice Exports.
WBS Codes
When a Cost Code is exported from Procore to Workday®, Project Tasks are automatically created in Workday®1. In Procore, Cost Codes can be found in the Work Breakdown Structure section in the Admin Tool under Workday® Standard Cost Codes.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Cost Code + Cost Type | ![]() |
Project Plan Task + Description | |
Description | ![]() |
Task Description |
1 Custom WBS Segments ARE supported.
Export Note: After export, an expense account and an income account are assigned in the Workday® Item record. The Procore cost code records do not include these fields.
Projects/Jobs
When a Project is imported to Procore from Workday®, it will bring over the Project Name, ID and the Start Date as established in Workday.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Project Name | ![]() |
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Project Name |
Project Number | ![]() |
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Project ID |
Project Start Date | ![]() |
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Start Date |
Project Finish Date | ![]() |
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End Date |
Vendors
Companies are imported to Procore from Workday®. In Workday they are known as Suppliers. Procore Companies can be found in the Directory.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Name | ![]() |
Supplier Name | |
Workday Vendor Code | ![]() |
Supplier ID | |
Address | ![]() |
Address | |
Business Phone | ![]() |
Phone Number |
Commitments
Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Supplier Contract is automatically created in Workday®. In Workday®, Supplier Contracts are accessed from the Business Tab. In Procore, Commitments are accessed from the project-level Commitments tool.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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System Date at Time of Commitment Creation | ![]() |
Contract Start Date | |
Commitment # | ![]() |
Contract Reference | |
Contract Date | ![]() |
Supplier Contract Start Date | |
Contract Company | ![]() |
Supplier ID | |
Title (General tab) | ![]() |
Contract Name | |
Cost Code + Cost Type (Schedule of Values tab) | ![]() |
Project Task | |
Description (Schedule of Values tab) | ![]() |
Description | |
Project Name | ![]() |
Project Name |
Commitment Change Orders
Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, it will import as Supplier Contract Amendments in Workday®. In Procore, Commitment Change Orders are accessed from the project-level Commitments tool under Commitment Record.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Commitment # | ![]() |
Contract Reference | |
Contract Company | ![]() |
Supplier ID | |
Cost Code (Schedule of Values tab) | ![]() |
Project Task | |
Description (Schedule of Values tab) | ![]() |
Description | |
Project Name | ![]() |
Project Name |
Job Costs
Job costs import from Workday® only. Cost information is retrieved from Workday® reports for each synced Cost Code for use in 2 locations in Procore, the Workday® Direct Costs tool and the Budget tool.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Direct Costs (Budget) |
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Expenses / Journal Entries / Payroll | |
Commitment Invoiced (Budget) |
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Paid Supplier Invoices |
Subcontractor Invoices
When a subcontractor invoice is exported from Procore to Workday®, a Supplier Invoice is created in Workday®. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Contractor Company | ![]() |
Supplier ID | |
Billing Date | ![]() |
Accounting Date | |
Subcontractor Invoice Number | ![]() |
Invoice Number / Supplier Invoice Number | |
QTY (Schedule of Values) | ![]() |
Quantity | |
Unit Price (Schedule of Values) | ![]() |
Unit Cost | |
Project Name | ![]() |
Project Name | |
Total Retainage This Period, if applicable | ![]() |
Total Amount Retained |
If used in Procore, retainage is coded to an Item record in Workday® that is determined in the integration settings. Retainage is not coded to a synced cost code Item.
Direct Costs Transactions
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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DIRECT COST TYPE | DIRECT COST TYPE | ||
Invoice | ![]() |
Supplier Invoice (Unrelated to Subcontract) | |
Expense | ![]() |
Expense Report | |
Payroll | ![]() |
Journal Entry with an Employee Worktag | |
Subcontractor Invoice | ![]() |
Supplier Invoice | |
DIRECT COST | |||
Received Date | ![]() |
Accounting Date | |
Description | ![]() |
Memo | |
Amount | ![]() |
Debit Amount/Credit Amount | |
Budget Code | ![]() |
Project Task |
Prime Contracts
A Prime Contract is imported to Procore from Workday® in an approved status. In Procore, you will add your SOV lines, and that information is automatically exported into Workday. The Original Contract Amount will reflect on the Contract Line Amount column as a single summarized line.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Title/Description |
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Customer Contract #: Customer Contract Name: Start Date | |
Original Contract Amount | ![]() |
Contract Amount |
Prime Contract Change Orders
When Prime Contract Change Orders are exported to Workday®, a Change Request is created in Workday® using a Change Request Status Code that is provided by the customer at the time of enabling the connector.
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
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Title | ![]() |
Contract Amendment Name | |
Project Number | ![]() |
Project Number | |
Status | ![]() |
Status | |
Cost Code | ![]() |
Project Task | |
Amount | ![]() |
Amount | |
Description | ![]() |
Description |