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Integrations

Integrations

PMWeb Integration Manager Summary

PMWeb Integration Manager is a powerful feature that allows PMWeb to exchange data using web services with outside applications such as accounting or CRM systems. Users create integration profiles that contain settings to automatically generate both input and output files. Profiles also contain a list of the projects eligible for data exchange, a scheduler to allow integration to run unattended and logs to allow users to monitor exchange history. Multiple integration profiles may be created to allow data to be exchanged with several locations and source types.

PMWeb is currently able to export data from the following PMWeb record types:

  A/P Payments

  A/R Payments

  Budget

  Budget Requests

  Change Events

  Commitments

  Commitment COs

  Companies

  Contracts

  Contract COs

  Cost Codes

  Journal Entries

  Miscellaneous Invoices

  Progress Invoices

  Projects

  Requisitions

  Timesheets

PMWeb is currently able to import data to the following PMWeb record types:

  A/P Payments

  A/R Payments

  Budget

  Commitments

  Companies

  Cost Codes

  Cost Ledger

  Locations

  Miscellaneous Invoices

  Projects