Note: Highwire does not currently support Single Sign-On (SSO) for our Procore integration.

Introduction

Highwire’s custom integration with Procore’s construction management platform allows clients to leverage their project information from Procore and integrate it seamlessly into Highwire Projects. By sharing critical data on your projects across your software applications, clients increase productivity, maximize the ROI of both the Highwire and Procore platforms, and extract valuable insights.

Getting Started

Getting started with Procore integration is simple and straightforward. Procore Administrators can follow these steps to begin:

1. Go to the Procore Marketplace to access the Highwire Integration:

2. Once you click on the Highwire card, you will be brought to a screen and prompted to login to your Procore account:

3. Once you are logged in to Procore, you will see a pop-up asking you to create your configuration. This step only needs to be done once for your client account - once a configuration is created, it is captured for all users going forward. Simply click the “Global Projects Config” and click the orange “Create” box:

4. On your Procore landing page, navigate to the “Select a Project” tab and click on the dropdown to see your list of Procore projects. Select the Procore project that you want to integrate into Highwire (in this fictitious example we want to link the Procore “Sandbox Test Project”):

5. Next, navigate to “Select an App” in the upper right corner and click the dropdown to see/select Highwire:

Authorizing the Initial Procore ⇄ Highwire Integration

If this is the first time your Procore account has been integrated with Highwire, you will need to authorize the integration. This step only needs to be done once for your client account - once a Highwire Administrator authorizes the integration, it is captured for all users going forward: 

1. You will see a screen requesting authorization for Highwire to access your Procore account. Click on Authorize to complete this one-time authorization:

2. You will now see a screen confirming that Procore and Highwire are successfully connected. Simply click on “Continue” to proceed with the integration process:

3. You will now be asked to log into your Highwire account so that you can connect the Procore project that you chose above with the corresponding Highwire project:

Connecting your Procore and Highwire Projects

Now that Procore and Highwire are successfully able to exchange information, clients can match up projects between the two systems so that project information can be shared.

1. You will now see a list of Highwire projects that are available to be linked. Click on the blue “Link Project” button next to the Highwire project that you want to connect to (in the continuation of our fictitious example, we’re linking the previously selected Procore “Sandbox Test Project” to the Highwire “Research and Development Campus” project):

2. Once you’ve selected your Highwire project, you will see Highwire’s Contractor list view. This list of contractors will have been automatically updated to include data from the Procore project:

You can now navigate through the Highwire platform as usual from within the Procore embedded mode without having to switch between applications:

Viewing Procore Contract & Financial Data

Once a project is linked, Procore contract data flows into Highwire in two places: the My Contractor tab and each contractor's Finance tab.

My Contractor Tab

On the My Contractor tab, you'll see the following columns available: Original Contract, Change Order, Revised Contract, Open Commits and Remaining to Spend. A user can enable any of these columns and create a custom view against them by clicking the gear on the right side of the page:

Where this data comes from:

• Original Contract and Change Order are pulled directly from Procore and reflect the contractor's total contract value and change order value across all of their projects.
• Revised Contract is calculated by Highwire as the sum of Original Contract and Change Order.
• Open Commits is calculated by taking the Revised Contract and subtracting invoices pulled in from Procore — in other words, what's left to be spent.
• Remaining to Spend is calculated by taking the Aggregate Project Limit and subtracting Open Commits.
• Single Project Limit and Aggregate Project Limit are values created and managed within Highwire (not pulled from Procore).

Note: If a contractor's contract data hasn't yet been entered into Procore, these columns will appear blank until that data is added on the Procore side.

This data is also available to export from the My Contractor tab.

Finance Tab: Contracts Sub - Tab

Clicking into an individual contractor's profile and navigating to the Finance tab will show a Contracts sub-tab. This gives a high-level overview of all the contractor's projects pulled from Procore, along with how each figure is calculated:

• Single Project Limit and Aggregate Project Limit — Highwire's own limit calculations.
• Revised Contract — Original Contract plus Change Orders.
• Open Commits — amounts approved but not yet invoiced, across the contractor's projects.
• Remaining to Spend — Aggregate Limit minus Open Commits.

Below these summary figures, you'll see each individual Procore project the contractor is linked to, along with that project's Original Contract, Change Order, and Revised Contract — the same figures shown on the My Contractor page, but broken out per contract.

Each project also displays a percent complete, calculated based on how much of the contract has been invoiced. For example, if a contract totals $6,300 and $2,100 has been invoiced, the contract is 33% complete, with $4,200 remaining as an open commit.

What Gets Pulled from Procore

Highwire only pulls in contract data from Procore that has an approved-type status. Specifically, contracts marked as Partially Received, Received, or Approved in Procore are the ones synced into Highwire, since these statuses indicate the contract is finalized and ready to be reflected.

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