The example below shows data objects synchronised between your project management and Accounting / ERP software
MODULE |
Autodesk Build | ERP SYNC | CMiC | |
CORE | Companies | ⇒ | ⇐ | AP Vendors |
CORE | Companies | ⇒ | ⇐ | AR Customers |
CORE | Projects | ⇒ | ⇐ | JC Jobs |
CORE | Budget Segment Values | ⇒ | ⇐ | Sub Jobs, Phases (Cost Codes), and Categories |
CORE | Budgets | ⇒ | ⇐ | Budgets |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | Subcontracts (Purchase orders) |
AP | Contracts (Subcontracts) | ⇒ | ⇐ | Subcontracts |
AP | Subcontract Change Orders | ⇒ | ⇐ | Subcontract Change Orders |
AP | Cost Payment Applications | ⇒ | ⇐ | AP Vouchers |
AP | Expenses | ⇐ | JC Transactions | |
AR | Owner Change Orders | ⇒ | ⇐ | Owner Change Orders |
AR | Budget transfers | ⇒ | ⇐ | Potential Change Items (PCIs) |
Notes: As a best practise, we ask you pick one direction for data type. We can add remove data types, and change sync direction as shown.