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Welcome to Datagrid
Welcome to Datagrid
CMiC

CMiC

CMiC is a construction management software that provides a comprehensive suite of tools for project management, accounting, and collaboration. The CMiC connector allows you to seamlessly pull data from CMiC into Datagrid, enabling powerful analysis and reporting.

1. How-to

1. Prerequisites

To configure the CMiC connector, follow these steps:

  • An active CMiC account with the necessary permissions to access the projects and data you want to import into Datagrid.
  • CMiC Client Id
  • CMiC User Id
  • CMiC User Password
  • Select the data you want to import into Datagrid

2. Connect

Creating a dataset from the CMiC connector involves selecting the specific data you want to import via CMiC:

  1. Connect CMiC App: a. Click on the "+ Create” Button on the top left of the screen. b. Select the "Connect Apps" item. c. Search for the CMiC connector from the list. d. Enter your CMiC Client Id, CMiC User Id, and CMiC User Password. CMiC may prompt you to authorize Datagrid's access to your CMiC data. Grant the necessary permissions to proceed. e. Click on the “Next” button.
  2. Pick your Data: a. Pick the CMiC data you want to include in your dataset (e.g., Invoices, Jobs, Vendors). b. Click the “Start First Import” Button to start syncing your CMiC dataset.

3. Set Up a Schedule

Scheduling regular data pulls ensures your Datagrid datasets remain up-to-date with the latest information from CMiC:

  1. Navigate to CMiC Dataset: a. Go to the left side panel and locate and click on the CMiC dataset you created.
  2. Schedule Settings: a. Click on the “...” on the top right of the dataset. b. Click on “Edit Pipeline” to edit your connector's name. c. Click the “Schedule” button on the right, beside the “Import Configuration” button.
  3. Configure Schedule: a. Set the desired frequency for data pulls (e.g., daily, weekly, monthly). b. Specify the time of day for the data pull to occur. c. Specify downtime if needed – when the sync should not happen. d. Click the “Update” button to update the new configuration.

2. Data Access

  • Invoices
  • Jobs
  • Vendors
  • Projects
  • UDF Values
  • Job Category
  • JC Transaction

3. Use Cases

  • Project Cost Tracking: Import project cost data from CMiC into Datagrid to track expenses against budget in real-time. Use Datagrid's visualization tools to create dashboards that highlight cost overruns and potential risks.
  • Subcontractor Performance Analysis: Analyze subcontractor performance by importing data related to invoices, change orders, and submittals. Identify top-performing subcontractors and areas for improvement.
  • Cash Flow Forecasting: Integrate CMiC's financial data with Datagrid to create accurate cash flow forecasts. Use Datagrid's predictive analytics capabilities to anticipate future cash needs and optimize financial planning.
  • Job Costing and Analysis: Analyze job costs by importing JC Transaction data, allowing for detailed insights into project financials.
  • Vendor Management: Track vendor performance and financial data by importing vendor information and related transactions.

4. FAQ

Q: What types of data can I import from CMiC into Datagrid?

  • A: You can import a wide range of data, including invoices, jobs, vendors, projects, UDF values, job categories, and JC transactions.

Q: How often can I schedule data pulls from CMiC?

  • A: You can schedule data pulls daily, weekly, or monthly, depending on your needs.

Q: What permissions are required to connect CMiC to Datagrid?

  • A: You need an active CMiC account with the necessary permissions to access the projects and data you want to import into Datagrid. Ensure you have the correct Client ID, User ID, and Password.

5. Support & Additional Resources