CMiC Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
COMPANY LEVEL WBS CODES ^1,2 COST CODES & COST TYPES			MASTER COST CODES & CATEGORIES
PROJECT WBS CODES ^1,2 COST CODES & COST TYPES			COST CODES & CATEGORIES
COMPANIES			BUSINESS PARTNERS/VENDORS
PROJECTS			CONTROL JOBS
SUB JOBS			JOBS
BUDGET BUDGET MODIFICATIONS ESTIMATED COST AT COMPLETION			BUDGETED COST AMOUNT UPDATES CURRENT BUDGET AMOUNT PROJECTED COST
COMMITMENTS			SUBCONTRACTS
COMMITMENT CHANGE ORDERS			SUBCONTRACT CHANGE ORDERS
SUBCONTRACTOR INVOICES			REQUEST FOR PAYMENT
PRIME CONTRACT			PRIME CONTRACT
PRIME CONTRACT CHANGE ORDERS			POTENTIAL CHANGE ITEM (PCI)
JOB-TO-DATE COSTS			JOB COSTS
FORECASTING/PROJECTIONS			FORECASTING

¹Custom WBS segments are NOT supported at this time
²Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.

Projects/Jobs

Exporting a Procore project to CMiC creates a 'project' in CMiC, but not a 'job'. You must create a job manually in CMiC after exporting your Procore project through the integration.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
CMIC ID			Project Code
Project Name			Project Name
Address			Address 1
City			City
Province			Province
Postal Code			Postal Code
Cost Code¹ Code/Description			Cost Code Code/Description
Cost Type Code/Description			Category Code/Description
Start Date			Begin Date
Completion Date			End Date

¹Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore.

Sub Jobs

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Sub Job Code			Project Code
Sub Job Name			Project Name
Cost Code			Cost Code
Cost Type			Category

Vendors

When Companies in Procore are exported to CMiC they will create a Business Partner and Vendor record. Below is a table that displays the field mapping between these records.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
ERP Vendor ID¹			Vendor Code/Business Partner Code
Name			Vendor Name/Business Partner Code
Address			Street/Address
City			City
Province			State/Province
Postal Code			Zip/Post Code
Business Phone			Phone
Business Fax			Fax
Email Address			E-mail
Website			Web Site

¹Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to CMiC. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment CO’s).

Budgets

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Original Budget			Original Estimate
Cost Code			Cost Code
Cost Type			Cost Type

Budget Modifications

Phased Release: Budget Changes

Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until 2024. To learn more about the timeline for migration, see: Common Questions.

Choosing to use the new Budget Changes experience will not impact the function of your ERP integration. You should still thoroughly review the available documentation before migrating to the new experience. We recommend you also discuss any concerns or questions about migrating your Budget Modifications to Budget Changes with your Procore point of contact.

To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Project			Job
Project Name			Job Name
From/To			Cost Code ID
From/To			Cost Code Name
From/To			Cost Type ID
From/To			Cost Type Name
Amount			Transfer Amount

Forecasting/Projections

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Cost Code			Phase
Cost Type			Cost Type
Estimated Cost at Completion ¹			Projected Cost

¹To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to CMiC?

Commitments

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Commitment Header			Commitment Header
External ID			Document Number
Commitment Type¹			Transaction Type
Contract Company²			Vendor
Date Created			Date
Title			Message
Default Retainage			Default Retainage Percentage
Commitment Item (Purchase Orders)			Commitment Item
Qty			Quantity
UOM			Unit
Unit Cost			Price
Contract Amount or Subtotal			Amount
Commitment Item (Subcontracts)			Commitment Item
Job ID			Project
Cost Code			Tasks
Type			Category
UOM⁴			Unit
Unit Cost⁴			Price
Contract Amount or Subtotal			Amount

¹When a commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for CMiC.

²The ERP Vendor ID associated with the Contract Company is used on the import file for CMiC. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.

⁴Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Schedule Of Values.

Commitment Change Orders

When entering the SOV for a Commitment Change Order in Procore, you have the option of selecting an existing line item, or entering a new line item.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Commitment Change Order Header			Commitment Change Order Header
Title			Message
System Date at Time of Export			Date
Change Order Number			External Reference No
Commitment Change Order Item (Purchase Order or Unit/Quantity Based Subcontract)			Commitment Change Order Item
Item ID¹
Qty			Unit
Contract Amount or Subtotal			Extended Price
Commitment Change Order Item (When New Line Item is Selected Entering the SOV on the CCO)			Commitment Change Order Item
CMiC ID			Item ID
Qty²			Quantity
Unit Cost²			Unit Cost
UOM²			Unit
Contract Amount or Subtotal³			Extended Price

¹This field is pulled from the Cost Type.

²Typically Quantity, Units and Unit Cost are only used on Purchase Orders.

³The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.

Job Costs

Import from CMiC only. Cost information is retrieved from CMiC for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Job Cost information can be synced in either the ERP Integrations tool under the Job Costs sub-tab or within the Project Admin tool under Work Breakdown Structure, within Cost Codes there is a "Refresh Cost Codes" button.

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Budget
JTD Cost			JTD Cost
Direct Costs			JTD Cost - Commitment Invoiced¹
Job Costs Report
Cost Code			Cost Code
Cat.			Cost Type
Original Budget			Original Budget
Commitment Invoiced			Commitment Invoiced
Job to Date Cost			JTD Cost

¹This is a calculated column that displays the difference between the two database fields in CMiC.

Subcontractor Invoices

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Subcontractor Invoice			Invoice Header
Contract Company			Vendor Name
ERP ID			Invoice Code
Description²			Description
Billing Date			Invoice Date
Total Completed and Stored to Date			Original Invoice Amount
Total Retainage			Retainage Amt
Accounting Date³			Post Date
			Distributions
Commitment #			Contract
Project #			Job/EQP/WO
Sub Job #			Job/EQP/WO
Cost Code			Phase/Component/WI
Category			Cat/Component/WI
Description of Work			Description
Work Completed this Period			Amount
Work Retainage			Retainage

²The description for an invoice that will be created in CMiC can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in CMiC.

³This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.

Prime Contracts

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
Prime Contract			Job/Contract/Budget
Title			Job Code + Prime Contract
#			Job #
Status			Approved
Description			Job Code + Message
Original Contract Amount			Total Budgeted Revenue Amount
Prime Contract Schedule of Values			Contract/Enter Budget
Budget Code (Cost Code)			Cost Code
Budget Code (Cost Type)			Category
Description			Cost Code Description
Amount			Budgeted Revenue Amount

Prime Contract Change Orders

PROCORE	Exports data from Procore to CMiC	Imports data from CMiC to Procore	CMiC
PCCO			PCI
Project Number			Job Code
Title			Name
Transaction Date			Reference Date
PCCO Number			PCI Code
Description			Scope Description
Amount			Bill Amount
Cost Code			Code
Unit of Measurement			Budget WM Code
Line Item Type			Category Code
Ext Amount			Budget Amount