Export a PCCO to CMiC
Objective
To export a Prime Contract Change Order (PCCO) to CMiC.
Things to Consider
- Required User Permissions:
- Prerequisites:
- Contact Support to turn this capability on.
- The ERP Integrations tool must be enabled on the company account. See Request to Connect Procore and CMiC.
- The ERP Integrations tool must be configured to work with CMiC. See CMiC: Setup Guide.
- The Prime Contracts tool must be enabled on the project(s) that you want to sync. See Add and Remove Tools on a Project.
- Requirements:
- There must be a Contract set up for the Project/Job in CMiC.
- The Date field on a PCCO is required.
- The PCCO must be in the 'Approved' status.
- For each associated line item that you add to the change order's Schedule of Values (SOV), you may designate a unique associated Prime Contract line item or the same associated Prime Contract line item for all change order line items.
- Horizontal and vertical markups are allowed.
Steps
Follow these steps to use the CMiC to export a PCCO created in Procore to CMiC:
- Create a PCCO using one of these methods:
- Send a PCCO to ERP Integrations for Accounting Acceptance
- Retrieve a PCCO from ERP Integrations Before Export to CMiC
- Resend a Rejected PCCO to ERP Integrations for Accounting Acceptance
Note: Ensure all changes are updated in the PCCO before the data is accepted for export to CMiC by an accounting approver.
- Accept or Reject a PCCO for Export to CMiC