Workforce Planning and Procore Detailed Data Mapping

Overview

Customers have four (4) options when it comes to how they manage data in Workforce Planning and other Procore tools. Customers choose where they want to manage data. That data is then synced between Workforce Planning and Procore's Core Tools. The data that is synced is listed below, as there are variations based on where you choose to manage your data.

Data flows between various systems are supported by:

• Quick Connect - This integration tool syncs data from a system of record to Workforce Planning.
  Note: This option is available to customers with an approved Workforce Planning integration.

   Note

  Approved Workforce Planning integrations.
• Internal Data Sync - This syncs information between the Workforce Planning Tool and Procore's Core Tools.
• ERP Integrations - This syncs information between a Customer's ERP system and Procore Projects.
  Note: To purchase an ERP integration that syncs projects, Customers must also purchase Procore Financials.
• Data Upload - This is a one-time data upload where a Customer's People and Project data is uploaded into Workforce Planning.

Detailed Data Mapping

Customers have four (4) options when it comes to how they manage data in Workforce Planning and other Procore tools:

1. Manage People and Projects from your System of Record
2. Manage People from your System of Record, Manage Projects from ERP
3. Manage People and Projects from Workforce Planning
4. Manage People from Workforce Planning, Manage Projects from Procore's Core Tools

Manage People and Projects from your System of Record

Customers manage people and project information in a system of record and use QuickConnect to sync both people and projects in Workforce Planning. People and project information then sync to Procore's Core Tools.

People

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PROCORE'S CORE TOOLS	DATA SYNC	WORKFORCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
First Name		First Name		first_name
Last Name		Last Name		last_name
Status (Active, Inactive)		Status (Active, Inactive)		record_status // date_terminated
Employee ID		Employee ID		employee_no
Mobile Phone		Mobile Phone		phone // cellphone
Email Address		Email Address		email_address
Job Title		Job Title		trade_no // trade_id
N/A		Hourly Wage		pay_rate
N/A		Date of Birth		date_of_birth
N/A		Hired Date		date_hired
N/A		Gender		sex
N/A		Union		union_no // union_id

Projects

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PROCORE	DATA SYNC	WORKFORCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
Project Name		Project Name		descriptions
Status (Active, Inactive)		Status (Active, Inactive)		job_status
Project Number		Project Number		job_no
Address		Address 1		address_1
N/A		Address 2		address_2
City		City		city
County	N/A	County		state
Postcode		Postcode		zip_code
Timezone		Timezone		N/A
Start Date		Start Date		job_start_date
Completion Date		Est. End Date		completion_date
N/A		Customer		customer_no
N/A		Project Manager		project_manager
N/A		Project Type		project_class_id

Manage People from your System of Record, Manage Projects from ERP

Customers manage people in a system of record and use QuickConnect to integrate people to Workforce Planning. People information then syncs to Procore's Core Tools. At the same time, Customers use an ERP integration to manage project information which syncs to Procore's Core Tools. Project information then syncs to Workforce Planning.

People

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PROCORE'S CORE TOOLS	DATA SYNC	WORKFORCE PLANNING	QUICK CONNECT	SYSTEM OF RECORD
First Name		First Name		first_name
Last Name		Last Name		last_name
Status (Active, Inactive)		Status (Active, Inactive)		record_status // date_terminated
Employee ID		Employee ID		employee_no
Mobile Phone		Mobile Phone		phone // cellphone
Email Address		Email Address		email_address
Job Title		Job Title		trade_no // trade_id
N/A		Hourly Wage		pay_rate
N/A		Date of Birth		date_of_birth
N/A		Hired Date		date_hired
N/A		Gender		sex
N/A		Union		union_no // union_id

Projects

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ERP SYSTEM	ERP INTEGRATION	PROCORE	DATA SYNC	WORKFORCE PLANNING
Project Name		Project Name		Project Name
N/A		Status (Active, Inactive)		Status (Active, Inactive)
Project Number		Project Number		Project Number
Address		Address		Address 1
City		City		City
County		County	N/A	County
Postcode		Postcode		Postcode
N/A		Timezone		Time Zone
N/A		Start Date		Start Date
N/A		Completion Date		Est. End Date

Manage People from Workforce Planning, Manage Projects from Procore's Core Tools

Customers can use a one-time data upload to upload their people data into Workforce Planning. Going forward, Customers manage people information in Workforce Planning which syncs to Procore's Core Tools. Customers manage Project information in Procore's Core Tools which syncs to Workforce Planning.

People

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PROCORE'S CORE TOOLS	DATA SYNC	WORKFORCE PLANNING	DATA UPLOAD	CUSTOMER DATA
First Name		First Name		First Name
Last Name		Last Name		Last Name
Status (Active, Inactive)		Status (Active, Inactive)		Status
Employee ID		Employee ID		Employee ID
Mobile Phone		Mobile Phone		Mobile Phone
Email Address		Email Address		Email
Job Title		Job Title		Job Title (ID)
N/A		Assignable		Assignable
N/A		Can receive email		Can receive email
N/A		Can receive SMS		Can receive SMS
N/A		Date of Birth		Date of Birth
N/A		Date of Hire		Date of Hire
N/A		Emergency Contact Email		Emergency Contact Email
N/A		Emergency Contact Name		Emergency Contact Name
N/A		Emergency Contact Mobile Number		Emergency Contact Mobile Number
N/A		Emergency Contact Relationship		Emergency Contact Relationship
N/A		Gender		Gender
N/A		Group		Group (ID)
N/A		Hourly Wage		Hourly Wage
N/A		User		User

Projects

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PROCORE	DATA SYNC	WORKFORCE PLANNING
Project Name		Project Name
Status (Active, Inactive)		Status (Active, Inactive)
Project Number		Project Number
Address		Address 1
City		City
Postcode		Postcode
Timezone		Timezone
Start Date		Start Date
Completion Date		Est. End Date

See Also 

• How do I sync data between Workforce Planning and Procore?