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Procore

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
erp-orange-arrows.png   PROJECT TASKS
PROJECTS   erp-green-arrows.png PROJECTS
COMPANIES   erp-green-arrows.png VENDORS

COMMITMENTS (optional)

SUBCONTRACTS & PURCHASE ORDERS
COMMITMENT CHANGE ORDERS (CCOs)

erp-orange-arrows.png  

SUPPLIER CONTRACTS
SUPPLIER CONTRACT AMENDMENTS

HEAD CONTRACTS

HEAD CONTRACT CHANGE ORDERS
erp-orange-arrows.png erp-green-arrows.png CUSTOMER CONTRACTS
CUSTOMER CONTRACT AMENDMENTS
COSTS
COST TRANSACTIONS
  erp-green-arrows.png DIRECT COSTS
COST TRANSACTIONS
(Supplier Progress Claims, Journals, Expense Reports)
SUBCONTRACTOR INVOICES 1
FOR SUBCONTRACTS & PURCHASE ORDERS
erp-orange-arrows.png   SUPPLIER INVOICES

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

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 erp-orange-arrows.png   Project Task/Project Plan
Description erp-orange-arrows.png   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   erp-green-arrows.png

Project Name

Project Number   erp-green-arrows.png Project ID
Project Start Date   erp-green-arrows.png Start Date
Project Finish Date   erp-green-arrows.png 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   erp-green-arrows.png Supplier Name
Workday Vendor Code   erp-green-arrows.png Supplier ID
Address   erp-green-arrows.png Address
Business Phone   erp-green-arrows.png 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 erp-orange-arrows.png   Contract Start Date
Commitment # erp-orange-arrows.png   Contract Reference
Contract Date erp-orange-arrows.png   Supplier Contract Start Date
Contract Company erp-orange-arrows.png   Supplier ID
Title (General tab) erp-orange-arrows.png   Contract Name
Cost Code + Cost Type (Schedule of Values tab) erp-orange-arrows.png   Project Task
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Project Name erp-orange-arrows.png   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 # erp-orange-arrows.png   Contract Reference
Contract Company erp-orange-arrows.png   Supplier ID
Cost Code (Schedule of Values tab) erp-orange-arrows.png   Project Task
Description (Schedule of Values tab) erp-orange-arrows.png   Description
Project Name erp-orange-arrows.png   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)
  erp-green-arrows.png Expenses / Journal Entries / Payroll
Commitment Progress Claimd
(Budget)
  erp-green-arrows.png 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 erp-orange-arrows.png   Supplier ID
Billing Date erp-orange-arrows.png   Accounting Date
Subcontractor Progress Claim Number erp-orange-arrows.png   Progress Claim Number / Supplier Progress Claim Number
QTY (Schedule of Values) erp-orange-arrows.png   Quantity
Unit Price (Schedule of Values) erp-orange-arrows.png   Unit Cost
Project Name erp-orange-arrows.png   Project Name
Total Retention This Period, if applicable erp-orange-arrows.png   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   erp-green-arrows.png Supplier Progress Claim (Unrelated to Subcontract)
Expense   erp-green-arrows.png Expense Report
Payroll   erp-green-arrows.png Journal Entry with an Employee Worktag
Subcontractor Progress Claim   erp-green-arrows.png Supplier Progress Claim
DIRECT COST      
Received Date   erp-green-arrows.png Accounting Date
Description   erp-green-arrows.png Memo
Amount   erp-green-arrows.png Debit Amount/Credit Amount
Budget Code   erp-green-arrows.png 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

  erp-green-arrows.png Customer Contract #: Customer Contract Name: Start Date
Original Contract Amount erp-orange-arrows.png   Contract Amount