Workday® Detailed Data Mapping

Overview

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
PROJECT WBS CODES ² COST CODES & COST TYPES			PROJECT TASKS
PROJECTS			PROJECTS
COMPANIES			VENDORS
COMMITMENTS *(optional)* SUBCONTRACTS & PURCHASE ORDERS COMMITMENT CHANGE ORDERS (CCOs)			SUPPLIER CONTRACTS SUPPLIER CONTRACT AMENDMENTS
HEAD CONTRACTS HEAD CONTRACT CHANGE ORDERS			CUSTOMER CONTRACTS CUSTOMER CONTRACT AMENDMENTS
COSTS COST TRANSACTIONS			DIRECT COSTS COST TRANSACTIONS (Supplier Progress Claims, Journals, Expense Reports)
SUBCONTRACTOR INVOICES ¹ FOR SUBCONTRACTS & PURCHASE ORDERS			SUPPLIER INVOICES

¹ Progress Claim Management Required if using Subcontractor Progress Claim Exports.
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.

Cost Codes

When a Cost Code is exported from Procore to Workday®, Project Tasks are automatically created in Workday®. In Procore, the Cost Codes can be found in the Work Breakdown Structure section in the Admin Tool under Workday® Standard Cost Codes.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Cost Code + Cost Type			Project Task/Project Plan
Description			Task Description

Export Note: After export, an expense account and an income account are assigned in the Workday® Item record. The Procore cost code records do not include these fields.

Projects/Jobs

When a Project is imported to Procore from Workday®, it will bring over the Project Name, ID and the Start Date as established in Workday.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Project Name			Project Name
Project Number			Project ID
Project Start Date			Start Date
Project Finish Date			End Date

Vendors

Companies are imported to Procore from Workday®. In Workday they are known as Suppliers. Procore Companies can be found in the Directory.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Name			Supplier Name
Workday Vendor Code			Supplier ID
Address			Address
Business Phone			Phone Number

Commitments (Optional)

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Purchase Order is automatically created in Workday®. In Workday®, Purchase Orders are accessed from the Business Tab. In Procore, Commitments are accessed from the project-level Commitments tool.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
System Date at Time of Commitment Creation			Contract Start Date
Commitment #			Contract Reference
Contract Date			Supplier Contract Start Date
Contract Company			Supplier ID
Title (General tab)			Contract Name
Cost Code + Cost Type (Schedule of Values tab)			Project Task
Description (Schedule of Values tab)			Description
Project Name			Project Name

Commitment Variations

Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, it will import as Supplier Contract Amendments in Workday®. In Procore, Commitment Change Orders are accessed from the project-level Commitments tool under Commitment Record.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Commitment #			Contract Reference
Contract Company			Supplier ID
Cost Code (Schedule of Values tab)			Project Task
Description (Schedule of Values tab)			Description
Project Name			Project Name

Job Costs

Job costs import from Workday® only. Cost information is retrieved from Workday® reports for each synced Cost Code for use in 2 locations in Procore, the Workday® Direct Costs tool and the Budget tool.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Direct Costs (Budget)			Expenses / Journal Entries / Payroll
Commitment Progress Claimd (Budget)			Paid Supplier Progress Claims

Subcontractor Progress Claims

When a subcontractor progress claim is exported from Procore to Workday®, a Supplier Progress Claim is created in Workday®. In Procore, Subcontractor Progress Claims are accessed from Progress Claims in the project Commitments tool.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Contractor Company			Supplier ID
Billing Date			Accounting Date
Subcontractor Progress Claim Number			Progress Claim Number / Supplier Progress Claim Number
QTY (Schedule of Values)			Quantity
Unit Price (Schedule of Values)			Unit Cost
Project Name			Project Name
Total Retention This Period, if applicable			Total Amount Retained

If used in Procore, retention is coded to an Item record in Workday® that is determined in the integration settings. Retention is not coded to a synced cost code Item.

Direct Costs Transactions

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
DIRECT COST TYPE			DIRECT COST TYPE
Progress Claim			Supplier Progress Claim (Unrelated to Subcontract)
Expense			Expense Report
Payroll			Journal Entry with an Employee Worktag
Subcontractor Progress Claim			Supplier Progress Claim
DIRECT COST
Received Date			Accounting Date
Description			Memo
Amount			Debit Amount/Credit Amount
Budget Code			Project Task

Head Contracts

A Head Contract is imported to Procore from Workday® in an approved status. In Procore, you will add your SOV lines, and that information is automatically exported into Workday. The Original Contract Amount will reflect on the Contract Line Amount column as a single summarised line.

PROCORE	Exports data from Procore to Workday®	Imports data from Workday® to Procore	Workday®
Title/Description			Customer Contract #: Customer Contract Name: Start Date
Original Contract Amount			Contract Amount