Workday

¹Custom WBS Segments ARE supported.² Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List.³ Invoice Management Required if using Subcontractor Invoice Exports.

When a Cost Code is exported from Procore to Workday®, Project Tasks are automatically created in Workday®¹. In Procore, Cost Codes can be found in the Work Breakdown Structure section in the Admin Tool under Workday® Standard Cost Codes.

¹Custom WBS Segments ARE supported.

Export Note: After export, an expense account and an income account are assigned in the Workday® Item record. The Procore cost code records do not include these fields.

When a Project is imported to Procore from Workday®, it will bring over the Project Name, ID and the Start Date as established in Workday.

Companies are imported to Procore from Workday®. In Workday they are known as Suppliers. Procore Companies can be found in the Directory.

Commitments export from Procore only. When a Commitment (Subcontract or Purchase Order) is exported from Procore, a Supplier Contract is automatically created in Workday®. In Workday®, Supplier Contracts are accessed from the Business Tab. In Procore, Commitments are accessed from the project-level Commitments tool.

Commitment Change Orders export from Procore only. When Commitment Change Orders are exported from Procore, it will import as Supplier Contract Amendments in Workday®. In Procore, Commitment Change Orders are accessed from the project-level Commitments tool under Commitment Record.

Job costs import from Workday® only. Cost information is retrieved from Workday® reports for each synced Cost Code for use in 2 locations in Procore, the Workday® Direct Costs tool and the Budget tool.

When a subcontractor invoice is exported from Procore to Workday®, a Supplier Invoice is created in Workday®. In Procore, Subcontractor Invoices are accessed from Invoices in the project Commitments tool.

If used in Procore, retainage is coded to an Item record in Workday® that is determined in the integration settings. Retainage is not coded to a synced cost code Item.

A Prime Contract is imported to Procore from Workday® in an approved status. In Procore, you will add your SOV lines, and that information is automatically exported into Workday. The Original Contract Amount will reflect on the Contract Line Amount column as a single summarized line.

When Prime Contract Change Orders are exported to Workday®, a Change Request is created in Workday® using a Change Request Status Code that is provided by the customer at the time of enabling the connector.