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Procore

Workforce Planning and Procore Detailed Data Mapping

Overview

Customers have four (4) options when it comes to how they manage data in Workforce Planning and other Procore tools. Customers choose where they want to manage data. That data is then synced between Workforce Planning and Procore's Core Tools. The data that is synced is listed below, as there are variations 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 Workforce Planning.
    Note: This option is available to customers with an approved Workforce Planning integration.
  • Internal Data Sync - This syncs information between the Workforce Planning Tool and Procore's Core Tools.
  • ERP Integrations - This syncs information between a Customer's ERP system and Procore Projects.
    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 Workforce Planning.

Detailed Data Mapping

Customers have four (4) options when it comes to how they manage data in Workforce Planning and other Procore tools:

  1. Manage People and Projects from your System of Record
  2. Manage People from your System of Record, Manage Projects from ERP
  3. Manage People and Projects from Workforce Planning
  4. Manage People from Workforce 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 Workforce Planning. People and project information then sync to Procore's Core Tools.

people-projects-sor.png

People

Show/Hide Data Mapping  

PROCORE'S CORE TOOLS  DATA SYNC WORKFORCE PLANNING QUICK CONNECT SYSTEM OF RECORD
First Name orange arrow.png First Name erp-green-arrows.png first_name
Last Name orange arrow.png Last Name erp-green-arrows.png last_name
Status
(Active, Inactive)
orange arrow (5).png Status
(Active, Inactive)
erp-green-arrows.png record_status // date_terminated
Employee ID orange arrow.png Employee ID erp-green-arrows.png employee_no
Mobile Phone orange arrow.png Mobile Phone erp-green-arrows.png phone // cellphone
Email Address orange arrow.png Email Address erp-green-arrows.png email_address
Job Title orange arrow.png Job Title erp-green-arrows.png trade_no // trade_id
N/A   Hourly Wage erp-green-arrows.png pay_rate
N/A   Date of Birth erp-green-arrows.png date_of_birth
N/A   Hired Date erp-green-arrows.png date_hired
N/A   Gender erp-green-arrows.png sex
N/A   Union erp-green-arrows.png union_no // union_id

Projects

Show/Hide Data Mapping  

PROCORE  DATA SYNC WORKFORCE PLANNING QUICK CONNECT SYSTEM OF RECORD
Project Name orange arrow.png Project Name erp-green-arrows.png descriptions
Status
(Active, Inactive)
orange arrow (5).png Status
(Active, Inactive)
erp-green-arrows.png job_status
Project Number orange arrow.png Project Number erp-green-arrows.png job_no
Address orange arrow.png Address 1 erp-green-arrows.png address_1
N/A   Address 2 erp-green-arrows.png address_2
City orange arrow.png City erp-green-arrows.png city
State N/A State erp-green-arrows.png state
ZIP orange arrow.png Postal Code erp-green-arrows.png zip_code
Timezone orange arrow.png Timezone   N/A
Start Date orange arrow.png Start Date erp-green-arrows.png job_start_date
Completion Date orange arrow.png Est. End Date erp-green-arrows.png completion_date
N/A   Customer erp-green-arrows.png customer_no
N/A   Project Manager erp-green-arrows.png project_manager
N/A   Project Type erp-green-arrows.png 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 Workforce 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 Workforce Planning.

people-sor-projects-erp.png

People

Show/Hide Data Mapping  

PROCORE'S CORE TOOLS  DATA SYNC WORKFORCE PLANNING QUICK CONNECT SYSTEM OF RECORD
First Name orange arrow.png First Name erp-green-arrows.png first_name
Last Name orange arrow.png Last Name erp-green-arrows.png last_name
Status
(Active, Inactive)
orange arrow (5).png  Status
(Active, Inactive)
erp-green-arrows.png record_status // date_terminated
Employee ID orange arrow.png Employee ID erp-green-arrows.png employee_no
Mobile Phone orange arrow.png Mobile Phone erp-green-arrows.png phone // cellphone
Email Address orange arrow.png Email Address erp-green-arrows.png email_address
Job Title orange arrow.png Job Title erp-green-arrows.png trade_no // trade_id
N/A   Hourly Wage erp-green-arrows.png pay_rate
N/A   Date of Birth erp-green-arrows.png date_of_birth
N/A   Hired Date erp-green-arrows.png date_hired
N/A   Gender erp-green-arrows.png sex
N/A   Union erp-green-arrows.png union_no // union_id

Projects

Show/Hide Data Mapping  

ERP SYSTEM ERP INTEGRATION PROCORE  DATA SYNC WORKFORCE PLANNING
Project Name clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png Project Name erp-orange-arrows.png Project Name
N/A   Status
(Active, Inactive)
erp-orange-arrows.png Status
(Active, Inactive)
Project Number clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png Project Number erp-orange-arrows.png Project Number
Address clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png Address erp-orange-arrows.png Address 1
City clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png City erp-orange-arrows.png City
State clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png State N/A State
ZIP clipboard_e89a0a547934cd16cc5a9c4c86005af2a.png ZIP erp-orange-arrows.png Postal Code
N/A   Timezone erp-orange-arrows.png Time Zone
N/A   Start Date erp-orange-arrows.png Start Date
N/A   Completion Date erp-orange-arrows.png Est. End Date

Manage People from Workforce Planning, Manage Projects from Procore's Core Tools

Customers can use a one-time data upload to upload their people data into Workforce Planning. Going forward, Customers manage people information in Workforce Planning which syncs to Procore's Core Tools. Customers manage Project information in Procore's Core Tools which syncs to Workforce Planning.

people-wfp-projects-pc.png

People

Show/Hide Data Mapping  

PROCORE'S CORE TOOLS  DATA SYNC WORKFORCE PLANNING DATA UPLOAD CUSTOMER DATA
First Name orange arrow.png First Name erp-green-arrows.png First Name
Last Name orange arrow.png Last Name erp-green-arrows.png Last Name
Status
(Active, Inactive)
orange arrow (5).png Status
(Active, Inactive)
erp-green-arrows.png Status
Employee ID orange arrow.png Employee ID erp-green-arrows.png Employee ID
Mobile Phone orange arrow.png Mobile Phone erp-green-arrows.png Mobile Phone
Email Address orange arrow.png Email Address erp-green-arrows.png Email
Job Title orange arrow.png Job Title erp-green-arrows.png Job Title (ID)
N/A   Assignable erp-green-arrows.png Assignable
N/A   Can receive email
 
erp-green-arrows.png Can receive email
 
N/A   Can receive SMS erp-green-arrows.png Can receive SMS
N/A   Date of Birth erp-green-arrows.png Date of Birth
N/A   Date of Hire erp-green-arrows.png Date of Hire
N/A   Emergency Contact Email erp-green-arrows.png Emergency Contact Email
N/A   Emergency Contact Name erp-green-arrows.png Emergency Contact Name
N/A   Emergency Contact Mobile Number erp-green-arrows.png Emergency Contact Mobile Number
N/A   Emergency Contact Relationship erp-green-arrows.png Emergency Contact Relationship
N/A   Gender erp-green-arrows.png Gender
N/A   Group erp-green-arrows.png Group (ID)
N/A   Hourly Wage erp-green-arrows.png Hourly Wage
N/A   User erp-green-arrows.png User

Projects

Show/Hide Data Mapping  

PROCORE  DATA SYNC WORKFORCE PLANNING
Project Name erp-orange-arrows.png Project Name
Status
(Active, Inactive)
erp-orange-arrows.png Status
(Active, Inactive)
Project Number erp-orange-arrows.png Project Number
Address  erp-orange-arrows.png Address 1
City erp-orange-arrows.png City
ZIP erp-orange-arrows.png Postal Code
Timezone erp-orange-arrows.png Timezone
Start Date erp-orange-arrows.png Start Date
Completion Date erp-orange-arrows.png Est. End Date