Import a Prime Contract into Procore from Workday®
Objective
To import and sync data between a Prime Contract in Workday® and Procore. A Prime Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems.
Background
A Prime Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems. Importing a Prime Contract from Workday® creates a Prime Contract in Procore, but does not create any financial information within that contract. Because the contract's financial data will export to Workday® as a single, summarized line item, you must create the schedule of values for your contract within Procore.
Things to Consider
- Required User Permissions:
- 'Standard' level permission or higher on the ERP Integrations tool.
- Considerations:
- A Prime Contract is imported to Procore from Workday® in the Approved status.
- Requirements
- Prerequisites:
- Create a Prime Contract Shell on the project in Workday® as a Customer Contract. Approve the Customer Contract with at least one line dedicated to the Procore Prime Contract. The line must have a Revenue Category of 'Contract Revenue' and of Line Type 'Value-Based Project' with a $0.00 amount.
- The integration will pick up this customer contract line item and import that into Procore to create a synced $0.00 Prime Contract.
Steps
- Navigate to the Company level ERP Integrations tool.
- Click the Prime Contracts tab.
- Click the Ready to Import link in the right sidebar.
- Locate the desired project's prime contract in the Prime Contracts Ready to be Imported list.
- Click Add to Procore.
A message in GREEN text confirms when your prime contract has been added to Procore.
- Line items added to the contract SOV in Procore will automatically sync to Workday® as a single, summarized line item.