CMiC Connector - Workflow Diagrams
Job Setup
Create a Job in
CMiC
Create a Job in...
Add a CMiC Project to Procore
Add a CMiC Project to...
START
START
END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
PROCORE PROJECT SYNCED WITH CMiC JOB
PROCORE PROJECT SYNC...
Sub Job Setup
Add an Extra/Sub Job in ERP System
Add an Extra/Sub Job i...
Import a ERP Sub job to a Procore Project
Import a ERP Sub job t...
START
START
END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Create and Export Commitments
Which type of commitment
will you create?
Which type of commitment...
Create a Subcontract
Create a Subcontract
Create a
Purchase Order
Create a...
Send a
Commitment to
ERP Integrations for Accounting Acceptance
Send a...
START
START
END
END
COMMITMENT EXPORTED TO
ERP
COMMITMENT EXP...
Edit a Commitment
Edit a Commitment
Resend a Rejected Commitment to ERP Integrations for Accounting Acceptance
Resend a Rejected Commitme...
APPROVED
APPROVED
Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
APPROVED
APPROVED
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Create and Export CVs
Create a Commitment Variation (CV)
Create a Commitment Ch...
Create a CV from
a Change Event
Create a CV from...
Send a CV to
ERP Integrations
for Acceptance
Send a CV to...
START
START
END
END
CV EXPORTED TO
ERP
CV EXPORTED T...
Edit a CV
Edit a CV
Resend a
Rejected CV to
ERP Integrations for Accounting Acceptance
Resend a...
Accept or Reject
a Commitment for Export to ERP Integration
Accept or Reject...
Is the Change Events tool enabled?
Is the Change Events to...
LEGEND
LEGEND
Procore Commitments Tool
Procore Commitments Tool
Procore Change Events Tool
Procore Change Events Tool
Optional Step
Optional Step
ERP Integrations Tool
ERP Integrations Tool
Procore Variations Tool
Procore Variations Tool
"721.32">
Create and Sync Vendors
Create a Vendor in ERP System
Create a Vendor in ERP...
PROCORE
PROCORE
ERP SYSTEM
ERP SYSTEM
START
START
END
END
LEGEND
LEGEND
Performed in ERP system
Performed in ERP system
Where did you create the Vendor/Company record?
Where did you create the Ve...
Does the matching company record already exist in Procore?
Does the matching company record...
Where did you create the Company in Procore?
Where did you create the C...
Add a Company to the Project Directory
Add a Company to the Pr...
Add a Company to the Company Directory
Add a Company to the Com...
PROJECT DIRECTORY
PROJECT DIR...
COMPANY DIRECTORY
COMPANY DIR...
Import a Vendor from ERP to Procore's Company Directory
Import a Vendor from ER...
Does the matching vendor record already exist in ERP System?
Does the matching vendor record alr...
AUTO-ADDED TO COMPANY DIRECTORY
AUTO-ADDED TO...
Link Vendors in ERP to Matching Companies in Procore
Link Vendors in ERP to M...
Export a Vendor/Company to ERP Integration
Export a Vendor/Company...
Export Subcontractor Payment applications
START
START
Resend a Rejected Payment application to ERP Integrations
Resend a Rejected Invo...
END
END
LEGEND
LEGEND
Optional Step
Optional Step
Send Subcontractor Payment applications to ERP Integration for Accounting Acceptance
Send Subcontractor Payment application...
Payment application Administrator
Payment application Administrator
Accounting Approver
Accounting Approver
Accept or Reject Subcontractor Payment applications for Export to ERP
Accept or Reject Subc...
Payment application exported to ERP
Payment application exported t...
Accept
Accept
Reject
Reject
Update the payment application as needed
Update the payment application...
Continued from the
'Create Your Subcontractor Payment applications in Procore'
workflow
Continued from the 'Create Your...