CMiC Integration Overview

Overview on how Clearstory & CMiC are integrated and how to set up the integration.

Integrating Clearstory with CMiC

Overview

How It Works

CMiC Integration Setup

Linking your Projects

Overview

CMiC is a leading construction ERP and project management software used by many of the largest construction companies in the world. The financial product tracks project budgets and enables project teams to track Potential Change Items (PCIs) and commit them to the overall budget once the change is approved.

With the Clearstory & CMiC integration project teams can:

1. Eliminate data entry: Because things are automatically logged in Clearstory when a trade partner submits, there is no COR line item data entry for GC project teams. With the integration, you can push something received in Clearstory directly into a PCI line item in CMiC forever eliminating PCI data entry.

2. Financial Visibility: By making Clearstory a project requirement and telling your trade partners all CORs must be posted in Clearstory for them to be valid, you now have a shared source of truth and can confidently have a real-time view at your COR exposure. With this integration, you can instantly see what CORs you have received that are not yet in a PCI in CMiC. This allows you to quickly filter Clearstory to see if your CORs have not yet been put into your forecast without any extra work.

How It Works

To push CORs from Clearstory, the integration must first be configured by a user having either an Account Owner role or an Admin role for your office (see more on setting up the integration below). Once setup is complete, to push a COR into CMiC users must:

In CMiC, create a PCI where the COR information from Clearstory will be written
In Clearstory, go to the COR log and select one or more CORs that you want to write to push to CMiC and click the Add to CMIC button at the top of the log

The Select CMiC PCI dialog opens showing the available PCIs. Select the PCI created in Step 1 and click Next.
Fill in the required PCI details and click the Push to CMiC button to add

When the transaction is complete, the PCI number is added to the COR Log for future reference

CMiC Integration Setup

You will need the following information regarding your CMiC system:

Must be on CMiC version R12.
Check with CMiC via their salesloft ticket process to confirm you have the proper APIs to support this integration.
Determine which authentication method to use: Basic Auth or OAuth2.0 via Azure AD.
1. Additional documentation on OAuth2.0 here
Provision a CMiC service account for Clearstory with access to the following API endpoints

GET Endpoints:

/glrestapi/rest/v1/glcompany
/pm-rest-api/rest/1/pmproject
/cm-rest-api/rest/1/cmmast
/cm-rest-api/rest/1/cmtype
/cm-rest-api/rest/1/cmstatus
/pm-rest-api/rest/2/pmprojpartner
/pm-rest-api/rest/1/scmast
/jc-rest-api/rest/1/jcjob
/jc-rest-api/rest/1/jcjobcostcodes
/pm-rest-api/rest/1/scsched
/jc-rest-api/rest/1/jcjobcostcatcodes
/cm-rest-api/rest/1/cmdetail
/sys-rest-api/rest/1/weightmeasure

POST Endpoints:

/cm-rest-api/rest/1/cmdetail
/cm-rest-api/rest/1/cmmast

PATCH Endpoints:

/cm-rest-api/rest/1/cmdetail

5. Locate your API base URL. This will be configured during setup. (https://${hostname.com}.com/${hostdomain}/cm-rest-api/rest/1/cmdetail)

The Clearstory integration with CMiC must be set up by either a Clearstory user having either an Account Owner or Admin role.

Sign in to your Clearstory account and navigate to Settings, then Offices. Select the specific office you want to manage and open the Office Integrations tab. From there, click the Enable button to activate the integration.