CMiC Detailed Data Mapping
Overview
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
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COMPANY LEVEL WBS CODES 1,2 COST CODES & COST TYPES |
MASTER COST CODES & CATEGORIES | ||
PROJECT WBS CODES 1,2 |
COST CODES & CATEGORIES | ||
BUSINESS PARTNERS/VENDORS |
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CONTROL JOBS |
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JOBS |
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SUBCONTRACTS |
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SUBCONTRACT VARIATIONS |
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REQUEST FOR PAYMENT |
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MAIN CONTRACT |
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POTENTIAL CHANGE ITEM (PCI) |
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JOB COSTS |
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FORECASTING |
1 Custom WBS segments are NOT supported at this time
2 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.
Projects/Jobs
Exporting a Procore project to CMiC creates a 'project' in CMiC, but not a 'job'. You must create a job manually in CMiC after exporting your Procore project through the integration.
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
CMIC ID | Project Code | ||
Project Name | Project Name | ||
Address | Address 1 | ||
City | City | ||
County | County | ||
Postcode | Postcode | ||
Cost Code1 Code/Description |
Cost Code Code/Description |
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Cost Type Code/Description |
Category Code/Description |
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Start Date | Begin Date | ||
Completion Date | End Date |
1 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.
Sub Jobs
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Sub Job Code | Project Code | ||
Sub Job Name | Project Name | ||
Cost Code |
Cost Code |
||
Cost Type |
Category |
Vendors
When Companies in Procore are exported to CMiC they will create a Business Partner and Vendor record. Below is a table that displays the field mapping between these records.
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
ERP Vendor ID1 |
Vendor Code/Business Partner Code | ||
Name | Vendor Name/Business Partner Code | ||
Address | Street/Address | ||
City | City | ||
County | State/Province | ||
Postcode | Zip/Post Code | ||
Business Phone | Phone | ||
Business Fax | Fax | ||
Email Address | |||
Website | Web Site |
1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to CMiC. This is stored as the ERP Vendor ID (you can view it in the company-level ERP Integrations tool under Vendors or in the company-level Directory tool) and is then used on other vendor related exports (Commitments, Commitment VAR’s).
Budgets
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Original Budget | Original Estimate | ||
Cost Code | Cost Code | ||
Cost Type | Cost Type |
Budget Modifications
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Project | Job | ||
Project Name | Job Name | ||
From/To | Cost Code ID | ||
From/To | Cost Code Name | ||
From/To | Cost Type ID | ||
From/To | Cost Type Name | ||
Amount | Transfer Amount |
Forecasting/Projections
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore |
CMiC |
---|---|---|---|
Cost Code | Phase | ||
Cost Type | Cost Type | ||
Estimated Cost at Completion 1 | 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?
Commitments
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Commitment Header | Commitment Header | ||
External ID | Document Number | ||
Commitment Type1 | Transaction Type | ||
Contract Company2 | Vendor | ||
Date Created | Date | ||
Title | Message | ||
Default Retention | Default Retention Percentage | ||
Commitment Item (Purchase Orders) | Commitment Item | ||
Qty | Quantity | ||
UOM | Unit | ||
Unit Cost | Price | ||
Contract Amount or Subtotal | Amount | ||
Commitment Item (Subcontracts) | Commitment Item | ||
Job ID | Project | ||
Cost Code | Tasks | ||
Type | Category | ||
UOM4 | Unit | ||
Unit Cost4 | Price | ||
Contract Amount or Subtotal | Amount |
1 When a commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for CMiC.
2 The ERP Vendor ID associated with the Contract Company is used on the import file for CMiC. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.
4 Subcontracts that are using the Accounting Method of "Unit/Quantity Based" will have these on the Bill of Quantities.
Commitment Variations
When entering the BOQ for a Commitment Variation in Procore, you have the option of selecting an existing line item or entering a new line item.
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Commitment Variation Header | Commitment Variation Header | ||
Title | Message | ||
System Date at Time of Export | Date | ||
Variation Number | External Reference No | ||
Commitment Variation Item (Purchase Order or Unit/Quantity Based Subcontract) |
Commitment Variation Item | ||
Item ID1 | |||
Qty | Unit | ||
Contract Amount or Subtotal | Extended Price | ||
Commitment Variation Item (When New Line Item is Selected Entering the BOQ on the CV) |
Commitment Variation Item | ||
CMiC ID | Item ID | ||
Qty2 | Quantity | ||
Unit Cost2 | Unit Cost | ||
UOM2 | Unit | ||
Contract Amount or Subtotal3 | Extended Price |
1 This field is pulled from the Cost Type.
2Typically Quantity, Units and Unit Cost are only used on Purchase Orders.
3The field is titled Contract Amount when working in a Subcontract and it is titled Subtotal when working in a Purchase Order.
Job Costs
Import from CMiC only. Cost information is retrieved from CMiC for each Cost Code/Type on Synced projects for use in 2 locations in Procore, the Budget and the Job Costs report. Job Cost information can be synced in either the ERP Integrations tool under the Job Costs sub-tab or within the Project Admin tool under Work Breakdown Structure, within Cost Codes there is a "Refresh Cost Codes" button.
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
Budget | |||
JTD Cost | JTD Cost | ||
Direct Costs | JTD Cost - Commitment Issued1 | ||
Job Costs Report | |||
Cost Code | Cost Code | ||
Cat. | Cost Type | ||
Original Budget | Original Budget | ||
Commitment Issued | Commitment Issued | ||
Job to Date Cost | JTD Cost |
1This is a calculated column that displays the difference between the two database fields in CMiC.
Subcontractor Payment Applications
PROCORE |
Exports data from Procore to CMiC |
Imports data from CMiC to Procore |
CMiC |
---|---|---|---|
Subcontractor Payment application | Payment application Header | ||
Contract Company |
Vendor Name |
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ERP ID |
Payment application Code |
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Description2 |
Description |
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Billing Date |
Payment application Date |
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Total Completed and Stored to Date |
Original Payment application Amount |
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Total Retention |
Retention Amt |
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Accounting Date3 |
Post Date |
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Distributions | |||
Commitment # |
Contract |
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Project # |
Job/EQP/WO |
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Sub Job # |
Job/EQP/WO |
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Cost Code |
Phase/Component/WI |
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Category |
Cat/Component/WI |
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Description of Work |
Description |
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Work Completed this Period |
Amount |
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Work Retention |
Retention |
2 The description for a payment application that will be created in CMiC can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Payment applications. If no description is entered at the time of export the Description field will be blank on the payment application created in CMiC.
3 This is filled automatically based on the Billing Date of the Payment application in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Payment applications.
Main Contracts
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
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Main Contract | Job/Contract/Budget | ||
Title | Job Code + Main Contract | ||
# | Job # | ||
Status | Approved | ||
Description | Job Code + Message | ||
Original Contract Amount | Total Budgeted Revenue Amount | ||
Main Contract Programme of Values | Contract/Enter Budget | ||
Budget Code (Cost Code) | Cost Code | ||
Budget Code (Cost Type) | Category | ||
Description | Cost Code Description | ||
Amount | Budgeted Revenue Amount | ||
Main Contract Variations
PROCORE |
Exports data from Procore to CMiC | Imports data from CMiC to Procore | CMiC |
---|---|---|---|
MCV | PCI | ||
Project Number | Job Code | ||
Title | Name | ||
Transaction Date | Reference Date | ||
MCV Number | PCI Code | ||
Description | Scope Description | ||
Amount | Bill Amount | ||
Cost Code | Code | ||
Unit of Measurement | Budget WM Code | ||
Line Item Type | Category Code | ||
Ext Amount | Budget Amount |