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How do I export cost forecast data from a Procore budget to CMiC?

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Answer

For companies that have integrated Procore with CMiC, you can import your real-time actual cost data from CMiC into Procore's Budget tool. This lets project teams leverage their CMiC cost data with the 'Estimated Cost' value in a Procore budget to calculate the budget's 'Estimated Cost at Completion' value. This export capability provides your project's accounting team with the complimentary benefit of being able to access Procore's 'Estimated Cost at Completion' values in CMiC.

To turn on forecasting/projections: 

  1. Navigate to the project Budget tool
  2. Click on the settings icon-settings-gear-android.png icon.
  3. Change the following settings:
    • Default ERP Budget View: ERP Job Cost Detail Budget
    • Designated Estimated Cost at Completion Column: Estimated Cost at Completion

Which data fields are exported? 


PROCORE		 Exports data from Procore to CMiC Imports data from CMiC to Procore

CMiC
Cost Code erp-orange-arrows.png   Phase
Cost Type erp-orange-arrows.png   Cost Type
Estimated Cost at Completion 1 erp-orange-arrows.png   Projected Cost

1 To export Estimated Cost at Completion values you must first enable the feature. See Integration by Procore: How do I export cost forecast data from a Procore budget to CMiC?

 

What are the requirements?

If you are a Procore + CMiC client, contact Support to enable this feature. The requirements are listed below:

  • The Budget tool must be added to Procore's Project Tools menu. 
  • The company's Procore account must be integrated with CMiC. 
  • If there are no other updates to send, you can trigger the Re-send to ERP button on the Budget by entering a £0.00 Budget Modification.
     
     Phased Release: Budget Changes

    Some ERP integrated clients may have already transitioned from Budget Modifications (Legacy) to the new Budget Changes experience. The legacy experience will continue to be available until October 16, 2023. To learn more about the timeline for migration, see: Common Questions.

    Choosing to use the new Budget Changes experience will not impact the function of your ERP integration or the steps in this tutorial. If you encounter a step with directions regarding Budget Modifications and you have already adopted Budget Changes, please take the same action in Budget Changes as you would in Budget Modifications.

    To learn more about the new Budget Changes experience, see: Budget: New 'Budget Changes' Feature for Change Management in Project Financials