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Procore

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
  erp-green-arrows.png MASTER COST CODES & CATEGORIES

PROJECT WBS CODES 1,2
COST CODES & COST TYPES

erp-orange-arrows.png erp-green-arrows.png COST CODES & CATEGORIES

COMPANIES

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BUSINESS PARTNERS/VENDORS

PROJECTS

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CONTROL JOBS

SUB JOBS

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JOBS


BUDGET

BUDGET MODIFICATIONS

ESTIMATED COST AT COMPLETION

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BUDGETED COST AMOUNT

UPDATES CURRENT BUDGET AMOUNT

PROJECTED COST

COMMITMENTS

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SUBCONTRACTS

COMMITMENT CHANGE ORDERS

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SUBCONTRACT CHANGE ORDERS

SUBCONTRACTOR INVOICES

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REQUEST FOR PAYMENT

PRIME CONTRACT

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PRIME CONTRACT

PRIME CONTRACT CHANGE ORDERS

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POTENTIAL CHANGE ITEM (PCI)

JOB-TO-DATE COSTS

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JOB COSTS

FORECASTING/PROJECTIONS

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FORECASTING

Custom WBS segments are NOT supported at this time
Project 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 erp-orange-arrows.png erp-green-arrows.png Project Code
Project Name erp-orange-arrows.png erp-green-arrows.png Project Name
Address erp-orange-arrows.png erp-green-arrows.png Address 1
City erp-orange-arrows.png erp-green-arrows.png City
Province erp-orange-arrows.png erp-green-arrows.png Province
Postal Code erp-orange-arrows.png erp-green-arrows.png Postal Code
Cost Code1
Code/Description
erp-orange-arrows.png erp-green-arrows.png Cost Code
Code/Description
Cost Type
Code/Description
erp-orange-arrows.png erp-green-arrows.png Category
Code/Description
Start Date erp-orange-arrows.png erp-green-arrows.png Begin Date
Completion Date erp-orange-arrows.png erp-green-arrows.png End Date

Project 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   erp-green-arrows.png Project Code
Sub Job Name   erp-green-arrows.png Project Name
Cost Code
 
erp-orange-arrows.png erp-green-arrows.png Cost Code
 
Cost Type
 
erp-orange-arrows.png erp-green-arrows.png 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

erp-orange-arrows.png erp-green-arrows.png Vendor Code/Business Partner Code
Name erp-orange-arrows.png erp-green-arrows.png Vendor Name/Business Partner Code
Address erp-orange-arrows.png erp-green-arrows.png Street/Address
City erp-orange-arrows.png erp-green-arrows.png City
Province erp-orange-arrows.png erp-green-arrows.png State/Province
Postal Code erp-orange-arrows.png erp-green-arrows.png Zip/Post Code
Business Phone erp-orange-arrows.png erp-green-arrows.png Phone
Business Fax erp-orange-arrows.png erp-green-arrows.png Fax
Email Address erp-orange-arrows.png erp-green-arrows.png E-mail
Website erp-orange-arrows.png erp-green-arrows.png Web Site

1 Export 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 erp-orange-arrows.png erp-green-arrows.png Original Estimate
Cost Code erp-orange-arrows.png erp-green-arrows.png Cost Code
Cost Type erp-orange-arrows.png erp-green-arrows.png 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 erp-orange-arrows.png   Job
Project Name erp-orange-arrows.png   Job Name
From/To erp-orange-arrows.png   Cost Code ID
From/To erp-orange-arrows.png   Cost Code Name
From/To erp-orange-arrows.png   Cost Type ID
From/To erp-orange-arrows.png   Cost Type Name
Amount erp-orange-arrows.png   Transfer Amount

 

Forecasting/Projections


PROCORE
Exports data from Procore to CMiC Imports data from CMiC to Procore

CMiC

Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Estimated Cost at Completion 1 erp-orange-arrows.png   Projected Cost

To 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 erp-orange-arrows.png   Document Number
Commitment Type1 erp-orange-arrows.png   Transaction Type
Contract Company2 erp-orange-arrows.png   Vendor
Date Created erp-orange-arrows.png   Date
Title erp-orange-arrows.png   Message
Default Retainage erp-orange-arrows.png   Default Retainage Percentage
Commitment Item (Purchase Orders)     Commitment Item
Qty erp-orange-arrows.png   Quantity
UOM erp-orange-arrows.png   Unit
Unit Cost erp-orange-arrows.png   Price
Contract Amount or Subtotal erp-orange-arrows.png   Amount
Commitment Item (Subcontracts)     Commitment Item
Job ID erp-orange-arrows.png   Project
Cost Code erp-orange-arrows.png   Tasks
Type erp-orange-arrows.png   Category
UOM4 erp-orange-arrows.png   Unit
Unit Cost4 erp-orange-arrows.png   Price
Contract Amount or Subtotal erp-orange-arrows.png   Amount

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

2 The 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.

4 Subcontracts 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 erp-orange-arrows.png   Message
System Date at Time of Export erp-orange-arrows.png   Date
Change Order Number erp-orange-arrows.png   External Reference No
Commitment Change Order Item
(Purchase Order or Unit/Quantity Based Subcontract)
    Commitment Change Order Item
Item ID1      
Qty erp-orange-arrows.png   Unit
Contract Amount or Subtotal erp-orange-arrows.png   Extended Price
Commitment Change Order Item
(When New Line Item is Selected Entering the SOV on the CCO)
    Commitment Change Order Item
CMiC ID erp-orange-arrows.png   Item ID
Qty2 erp-orange-arrows.png   Quantity
Unit Cost2 erp-orange-arrows.png   Unit Cost
UOM2 erp-orange-arrows.png   Unit
Contract Amount or Subtotal3 erp-orange-arrows.png   Extended Price

1 This 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   erp-green-arrows.png JTD Cost
Direct Costs   erp-green-arrows.png JTD Cost - Commitment Invoiced1
Job Costs Report      
Cost Code   erp-green-arrows.png Cost Code
Cat.   erp-green-arrows.png Cost Type
Original Budget   erp-green-arrows.png Original Budget
Commitment Invoiced   erp-green-arrows.png Commitment Invoiced
Job to Date Cost   erp-green-arrows.png 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

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Vendor Name

ERP ID

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Invoice Code

Description2

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Description

Billing Date

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Invoice Date

Total Completed and Stored to Date

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Original Invoice Amount

Total Retainage

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Retainage Amt

Accounting Date3

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Post Date

      Distributions

Commitment #

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Contract

Project #

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Job/EQP/WO

Sub Job #

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Job/EQP/WO

Cost Code

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Phase/Component/WI

Category

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Cat/Component/WI

Description of Work

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Description

Work Completed this Period

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Amount

Work Retainage

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Retainage

The 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. 

3 This 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   erp-green-arrows.png Job Code + Prime Contract
#   erp-green-arrows.png Job #
Status   erp-green-arrows.png Approved
Description   erp-green-arrows.png Job Code + Message
Original Contract Amount   erp-green-arrows.png Total Budgeted Revenue Amount
Prime Contract Schedule of Values     Contract/Enter Budget
Budget Code (Cost Code)   erp-green-arrows.png Cost Code
Budget Code (Cost Type)   erp-green-arrows.png Category
Description   erp-green-arrows.png Cost Code Description
Amount   erp-green-arrows.png 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 erp-orange-arrows.png   Job Code
Title erp-orange-arrows.png   Name
Transaction Date erp-orange-arrows.png   Reference Date
PCCO Number erp-orange-arrows.png   PCI Code
Description erp-orange-arrows.png   Scope Description
Amount erp-orange-arrows.png   Bill Amount
Cost Code erp-orange-arrows.png   Code
Unit of Measurement erp-orange-arrows.png   Budget WM Code
Line Item Type erp-orange-arrows.png   Category Code
Ext Amount erp-orange-arrows.png   Budget Amount