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Procore

Import a Prime Contract into Procore from CMiC

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Objective

To import a Prime Contract into Procore from CMiC using the Project Financials + CMiC Connector.

Background

If you have created your Prime Contract in CMiC and want to import it into the Prime Contract tool on your company's Procore project, use the Steps below. After your contract is successfully imported, you can then continue to modify and update it in Procore. Should someone in your organization change the prime contract in CMiC, you will need to manually sync and re-import your prime contract into Procore. See Re-import a CMiC  Prime Contract with Procore.

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the ERP Integrations tool.
  • Prerequisites:
    • Enable the Prime Contracts tool.
    • Add the Prime Contracts tool to the Project Tools menu. See Add and Remove Project Tools.
    • Create a prime contract in CMiC so you can import it with the CMiC. Refer to your CMiC documentation for instructions.
  • Additional Information:

Steps

  1. Navigate to the Company level ERP Integrations tool. 
    This reveals the CMiC Integration page.
  2. Click the Prime Contracts tab. 
    This opens the CMiC page in the Prime Contracts tab.
  3. Click the Ready to Import link in the right sidebar. 
  4. Locate the desired project's budget in the CMiC Prime Contracts Ready to be Imported list. 
  5. Click Add to Procore. 
    A message in GREEN text confirms when your prime contract has been added to Procore. 

See Also