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Procore

About the Project Financials + CMiC Connector

Overview

Procore is the only comprehensive cloud-based construction project management platform with an out-of-the-box integration with CMiC.

Connect your accounting and project management within Procore and provide field teams untethered access to financial data. Eliminate double-entry and give project managers one-click access to accurate job costing information on the construction site. With the Procore + CMiC integration you can have confidence in your financial data to make the best in-the-field decisions while giving accounting peace of mind as they retain full control over data pushed into accounting.

With the Procore + CMiC integration, you can:

  • Save time and labour by streamlining the approval process of time-sensitive tasks such as commitments and change orders.
  • Reduce human error by eliminating the need for manual, double-entry when transferring data from Procore to CMiC.
  • More efficient communication between Accounting and Project Management teams.

Feature Set Map


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

HEAD CONTRACT

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HEAD CONTRACT

HEAD CONTRACT VARIATIONS

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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.

 

 

Integration Requirements

  • Prerequisites:
    • Version R12 of CMiC
    • CMiC PMXchange™ for CMiC
    • Publicly Facing Collaboration Server
    • Procore Project Financials

Supported Features

Procore's current integration with CMiC includes the following features:

  • Synchronisation of CMiC cost codes, cost types, and job costs between CMiC and Procore.
  • Create commitments and commitment change orders in Procore where each line item uses CMiC cost codes and cost types.
  • Export 'Approved' commitments (a.k.a., subcontracts and purchase orders) and commitment change orders from Procore to CMiC.
  • Built-in approval workflows for commitments and commitment change orders where designated accountants can approve/reject them in Procore; approved commitments are pushed directly from Procore to your CMiC database.
  • Link a CMiC vendor and ID with a matching company in Procore's Directory tool.
  • Create a vendor in CMiC by exporting a company record from Procore.
  • Create a new company record in Procore by importing a vendor from CMiC. Insurance information must be managed and updated in CMiC
  • Create a new project in Procore by importing a CMiC job.
  • Import a CMiC estimate into the Budget tool on a Procore project. 
  • Import a CMiC sub job into Procore as a sub job.
  • Export Subcontract Progress Claims to CMiC.
  • Import a Head Contract from CMiC into Procore.

Unsupported Features

The following features are not supported at the current time:

  • Projects that are in-progress or created before connection of the integration cannot be synced. Professional Services for assistance with integrating in-progress/pre-existing project records are available for an additional fee.
  • Integrated owner progress claims and related payments & subcontract progress claim payments.
  • Import commitments from CMiC to a Procore project.
  • Integrating multiple CMiC company codes with one Procore account/company.

Common Questions

How often is data exchanged between Procore and CMiC?
Exports happen instantly upon approval by your organisation’s Accounting User(s). Imports happen upon requests which can be made by your Project and Accounting Teams directly within Procore. 

Who can authorise what? 
Within Procore, any exports to CMiC must be approved by your company's designated accounting approver(s).

Will you be adding additional functionality?
We will continue to evaluate key functionality to include in the integration. What is listed in the above feature map simply denotes the current functionality.