Resource Planning and Procore Detailed Data Mapping
Overview
Customers have four (4) options when it comes to how they manage data in Resource Planning and other Procore tools. Customers choose where they want to manage data. That data is then synced between Resource Planning and other tools in Procore. The data that is synced is listed below 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 Resource Planning.
Note: This option is available to customers with an approved Resource Planning integration.Internal Data Sync - This syncs information between the Resource Planning Tool and other tools in Procore/
ERP Integrations - This syncs information between a Customer's ERP system and Procore's Portfolio tool.
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 Resource Planning.
NoteDetailed Data Mapping
Customers have four (4) options when it comes to how they manage data in Resource Planning and other Procore tools:
Manage People and Projects from your System of Record
Manage People from your System of Record, Manage Projects from ERP
Manage People from Resource 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 Resource Planning. People and project information then sync to Procore's Core Tools.
People
Show/Hide Data Mapping
Projects
Show/Hide Data Mapping
PROCORE | DATA SYNC | RESOURCE PLANNING | QUICK CONNECT | SYSTEM OF RECORD |
|---|---|---|---|---|
Project Name | Project Name |
| Project Name / Description | |
Status (Active, Inactive) | Status (Active, Inactive) |
| Job Status | |
Project Number | Project Number |
| Job Number | |
Address | Address 1 |
| Address 1 | |
N/A | Address 2 |
| Address 2 | |
City | City |
| City | |
State | N/A | State |
| State |
ZIP | Postal Code |
| Zip Code | |
Timezone | Timezone | N/A | ||
Start Date | Start Date |
| Job Start Date | |
Completion Date | Est. End Date |
| Completion Date | |
N/A | Tags |
| Tags | |
N/A | Customer |
| Customer Number | |
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 Resource 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 Resource Planning.
People
Show/Hide Data Mapping
PROCORE'S CORE TOOLS | DATA SYNC | RESOURCE 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 Number | |
Mobile Phone | Mobile Phone |
| Phone / Cell Phone | |
Email Address | Email Address |
| Email Address | |
Job Title | Job Title |
| Trade Number / Trade ID | |
N/A | Tags |
| Tags | |
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 Number / Union ID |
Projects
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ERP SYSTEM | ERP INTEGRATION | PROCORE | DATA SYNC | RESOURCE 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 |
State |
| State | N/A | State |
ZIP |
| ZIP |
| Postal Code |
N/A | Timezone |
| Time Zone | |
N/A | Start Date |
| Start Date | |
N/A | Completion Date |
| Est. End Date |
Manage People from Resource Planning, Manage Projects from Procore's Core Tools
Customers can use a one-time data upload to upload their people data into Resource Planning. Going forward, Customers manage people information in Resource Planning which syncs to Procore's Core Tools. Customers manage Project information in Procore's Core Tools which syncs to Resource Planning.
People
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PROCORE'S CORE TOOLS | DATA SYNC | RESOURCE 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 |
| ||
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
Show/Hide Data Mapping
PROCORE | DATA SYNC | RESOURCE PLANNING |
|---|---|---|
Project Name |
| Project Name |
Status (Active, Inactive) |
| Status (Active, Inactive) |
Project Number |
| Project Number |
Address |
| Address 1 |
City |
| City |
ZIP |
| Postal Code |
Timezone |
| Timezone |
Start Date |
| Start Date |
Completion Date |
| Est. End Date |
See Also
PROCORE'S CORE TOOLS | DATA SYNC | RESOURCE 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 Number | |
Mobile Phone | Mobile Phone |
| Phone / Cell Phone | |
Email Address | Email Address |
| Email Address | |
Job Title | Job Title |
| Trade Number / Trade ID | |
N/A | Tags |
| Tags | |
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 Number / Union ID |