About the Workday® Connector
Overview
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.
Feature Set Map
PROCORE |
Exports data from Procore to Workday® | Imports data from Workday® to Procore | Workday® |
|---|---|---|---|
| PROJECT WBS CODES 1,2 COST CODES & COST TYPES |
 |
PROJECT TASKS | |
| PROJECTS | |
 |
PROJECTS |
| COMPANIES | |
VENDORS | |
|
SUBCONTRACTS & PURCHASE ORDERS |
|
SUPPLIER CONTRACTS |
|
| PRIME CONTRACTS PRIME CONTRACT CHANGE ORDERS |
|
|
CUSTOMER CONTRACTS CUSTOMER CONTRACT AMENDMENTS |
| COSTS COST TRANSACTIONS |
|
DIRECT COSTS COST TRANSACTIONS (Supplier Invoices, Journals, Expense Reports) |
|
| SUBCONTRACTOR INVOICES 3 FOR SUBCONTRACTS & PURCHASE ORDERS |
|
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.
Key Benefits
- 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 Workday®.
- More efficient communication between Accounting and Project Management teams.
- Easy and instant access to Workday® Job Cost report by the Project Management team.
Features
- Export Procore Standard Cost Codes to Workday®.
- Export company records in Procore's Company Directory to Workday® or create company records using your Workday® contacts.
- Import your Workday® 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 Supplier Contracts in Workday®.
- Create Commitment Change Orders (CCOs) in Procore and update Supplier Contract Amendments in Workday®.
Requirements
- Company Administrator permissions to the Procore web application
- A compatible edition of Workday® (see Workday® Compatibility section below)
Workday® Requirements
Supported Editions & regional Availability
The Workday® Connector supports these editions of Workday®:
| Early | Growing | Established | |
|---|---|---|---|
| Workday® |  |
 |
|
The Workday® Connector is supported in any country or region where both Procore and Workday® are available.
Limitations
Before your company starts using the Workday® integration with Procore, first review the Integration Map above 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 send an email to 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 are available for an additional fee.
Terminology
This table documents a list of commonly used Workday® terms and its Procore equivalent.
| Workday® Term | Procore Term |
|---|---|
| Project | Project |
| Vendor | Company |
| Project Phase / Project Task | Cost Code + Cost Type |
| Supplier Contract | Commitment |
| Supplier Invoice | Subcontractor Invoice |
| Amendment | Change Order |
| Customer Contract | Prime Contract |