Import Yardi Job as a Sub Job to a Procore Project

Beta icon In Beta

This feature is currently in beta and is only available to select Procore customers. To enable this feature in your company accounts integrated with Yardi Voyager®, reach out to your Procore point of contact.

Coming iconERP DOCUMENTATION

Each Procore-built ERP integration offers its own unique feature set. Your integration might not support the action described on this page.

To learn about your integration and its supported features, see Things to Know About Your ERP Integration.

To explore all documentation for your integration, see ERP Integrations.

​Objective

To import a Yardi job as a sub job into Procore using a supported ERP Integration.

Background

If you have created an item in your ERP system that your ERP integration supports in Procore as a 'sub job', you can import it into your Procore project.

Before you add a sub job to your Procore project, you will need to import the job as a sub job from your company's ERP Integrations tool. An accounting approver can import the sub job to Procore using the steps below.

{{integrations_yardi}} Detailed Data Mapping

For additional data mapping details synced between Procore and Yardi Voyager®, see {{integrations_yardi}} Detailed Data Mapping.

Overview

PROCORE

Exports data from Procore to

Yardi Voyager®

Imports data from

Yardi Voyager®

to Procore

Yardi Voyager®

SUB JOBS Cost Codes Cost Types

erp-green-arrows.png

JOBS Cost Categories Cost Codes

DIRECT COSTS1

erp-green-arrows.png

PAYABLES JOURNAL ENTRIES

1 Direct costs from journal entries will be split into separate direct cost transactions in Procore for each job or sub job.

Sub Jobs

Yardi Voyager® supports the import of sub jobs only. Sub job exports are not available.

PROCORE

Exports data from Procore to

Yardi Voyager®

Imports data from

Yardi Voyager®

to Procore

Yardi Voyager®

Cost Code

erp-green-arrows.png

Cost Categories

Cost Type

erp-green-arrows.png

Cost Code

Things to Know about the {{integrations_yardi}} Connector

For additional details on the considerations, limitations, and requirements of the Yardi Voyager® connector, see Things to Know about the Project Financials + {{integrations_yardi}} Connector.

Procore Item or Setting

Considerations, Limitations, and Requirements

configuration settings & sync schedule

  • All Yardi Voyager® jobs must be under the same entity.

commitments

Exporting a Commitment to Yardi Voyager®

  • Additional Information:

    • You can export commitments with Sub Jobs on the Schedule of Values (SOV) line items.

commitment change orders (cco)

Export a CCO to Yardi Voyager®

  • Additional Information:

    • You can export CCO's with Sub Jobs on the Schedule of Values (SOV) line items.

commitment invoices

Export Subcontractor Invoices from Procore to Yardi Voyager®

  • Additional Information:

    • You can export subcontractor invoices with Sub Jobs on the Schedule of Values (SOV) line items.

direct costs/Payments Issued

Import Direct Costs and Invoice Payments across all projects from Yardi Voyager® to Procore

  • Import Yardi Voyager® direct costs in a Procore budget
    You can import direct costs from Yardi Voyager® with Schedule of Values (SOV) line items across multiple projects.
    Note: If the direct cost is imported from a journal entry, separate direct cost transactions will be created in Procore. For example, if a journal entry has three line items for different sub jobs, Procore will split these line items into three direct cost transactions during sync.

SUB JOBS

  • Notes

    • You can import a Yardi Voyager® Job as a Sub Job into your Procore project.

    • You cannot export a Sub Job as a Yardi Voyager® Job.

  • Limitations

    • You can only view synced Sub Jobs under the 'Sub Jobs' tab on the ERP Integrations page.

PROJECT LEVEL work breakdown structure (wbs)

Yardi Voyager®

jobs imported as Sub Jobs will have cost codes at the sub job level.

BUDGET

  • Additional Information:

    • You can export budgets with Sub Jobs on the Schedule of Values (SOV) line items. (Note: You can exports budgets with Sub Jobs only if you have imported the Yardi Voyager® Job as a Sub Job into Procore.)

    • You can import original budget from Yardi Voyager®, but you cannot add multiple jobs to a single budget in Yardi Voyager®. To add Sub Jobs on a budget, you must export the budget from Procore.

BUDGET CHANGES

You can export budget changes with Sub Jobs on the Schedule of Values (SOV) line items.

Things to Consider

  • Required User Permissions:

    • 'Standard' level or higher on the company's ERP Integrations tool AND one (1) of the following:* 'Admin' level permission on the company's Directory tool.
      OR* Your Procore user account must be granted the 'Create New Project' privilege. See Create New Projects.

  • Not all ERP Integrations support the sub job concept. For those that do, prerequisites, requirements, and limitations may vary. See Things to Know about your ERP Integration for details.

Steps

  1. Navigate to the company's ERP Integrations tool.

  2. Click Jobs.

  3. Under Filters, click Ready to Import.

  4. Locate the desired Job and select the Import Method as Add as sub job, then click Add to Procore.


Note icon Note

  • You can only import the job as a sub job. Exporting of sub jobs is not available.

  • You will be able to see the Sub Jobs tab within your ERP Integrations tool, but will only have the ability to view a list of synced sub jobs.