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Procore

Import a Prime Contract into Procore from Workday®

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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

  1. Navigate to the Company level ERP Integrations tool. 
  2. Click the Prime Contracts tab. 
  3. Click the Ready to Import link in the right sidebar. 
  4. Locate the desired project's prime contract in the 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. 
  6. Line items added to the contract SOV in Procore will automatically sync to Workday® as a single, summarized line item.