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Procore

Import a Head Contract into Procore from Workday®

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Objective

To import and sync data between a Head Contract in Workday® and Procore. A Head Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems.

Background

A Head Contract must be imported from Workday® to Procore before financial data for that contract can be synced between the two systems. Importing a Head Contract from Workday® creates a Head 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, summarised 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 Head Contract is imported to Procore from Workday® in the Approved status.
  • Requirements
  • Prerequisites:
    • Create a Head Contract Shell on the project in Workday® as a Customer Contract. Approve the Customer Contract with at least one line dedicated to the Procore Head 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 Head 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 head contract in the Head Contracts Ready to be Imported list. 
  5. Click Add to Procore. 
    A message in GREEN text confirms when your head contract has been added to Procore. 
  6. Line items added to the contract SOV in Procore will automatically sync to Workday® as a single, summarised line item.