Workday® Detailed Data Mapping

Overview

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
COMMITMENTS SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			SUPPLIER CONTRACTS SUPPLIER CONTRACT AMENDMENTS
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

¹Custom WBS Segments ARE supported.
²Project 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®
Cost Code + Cost Type			Project Plan Task + Description
Description			Task Description

¹Custom 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®
Project Name			Project Name
Project Number			Project ID
Project Start Date			Start Date
Project Finish Date			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®
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®
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®
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®
Direct Costs (Budget)			Expenses / Journal Entries / Payroll
Commitment Invoiced (Budget)			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®
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®
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®
Title/Description			Customer Contract #: Customer Contract Name: Start Date
Original Contract Amount			Contract Amount