How do you Sync Projects with CMiC?

CMiC is the source of truth for your jobs. Once your companies are mapped, you can import CMiC jobs into SmartBarrel as projects, then set each project up for cost code syncing.

Before you start

• CMiC must be connected and your companies mapped (see: CMIC Integration Setup).

Import a job

1. Go to Integrations > CMiC > Projects. The list shows the CMiC jobs available to you.
2. Use the search box to find the job you want.
3. Click Import on that row.

Jobs that are already linked show an Edit button in place of Import. Opening Edit takes you to that project's CMiC settings.

Set the project up

Open a linked project's CMiC settings from the Projects list. The settings are grouped into Shifts and Cost Codes.

Shifts

• Sync Only Approved Shifts: only send time from approved shifts.
  
  

Cost Codes

• Import Budget Values: bring each cost code's budget across from CMiC.
• Include Dollar Amount: also bring the budget dollar amount. Becomes available once Import Budget Values is on.
• Auto Sync Cost Codes: keep this project's cost codes up to date automatically. Choose the frequency when you turn it on.
• Prevent Reactivation: stop a sync turning a cost code back on after you deactivate it in SmartBarrel.
• Sync Expenses With Timesheets: send expenses alongside the timesheet, against the cost code you choose beneath it.

Admins can click Make Default Settings to save the current settings as the default applied to all new projects.

Keep a cost code deactivated

Turn on Prevent Reactivation when you do not want a sync to turn a cost code back on after you have deactivated it in SmartBarrel.

• On: a cost code you deactivated stays inactive, even while CMiC still has it active. Reactivating it becomes a manual decision.
• Off: the sync restores the CMiC state, so the code comes back as active.

New cost codes still import as active either way, and cost codes removed in CMiC still deactivate. Only your own deactivations are protected.

Turning the setting off again means the next sync reactivates every cost code that is active in CMiC.

Link sub-jobs to one project

Some job sites are run as several jobs in CMiC. The sub-jobs table below the settings card lets you link those extra jobs into one SmartBarrel project, so a single project tracks the cost codes from all of them.

1. Find the job you want in the Sync SubJobs table.
2. Tick the job, or several jobs, and click Sync Selected.

The next Cost Code Sync brings in the cost codes from the main job and every linked sub-job together.

FAQ

A job is missing from the list. Why? The job's CMiC company needs to be mapped to a SmartBarrel contractor first. Open the integration company settings and check the Companies Sync section.

Which cost codes come across? The ones whose category matches the Cost Code Categories you set in the integration company settings. Leaving that field blank imports every cost code.

A cost code I deactivated keeps coming back. Why? By default a sync restores whatever CMiC reports, so a code that is still active there is switched back on. Turn on Prevent Reactivation in the project's CMiC settings to keep your deactivations in place.

Can I apply the same settings to every new project? Yes. Admins can click Make Default Settings on any project, and those settings are applied to projects imported afterwards. Projects you have already imported are not changed.