Diagrams

Job Set Up

There are two different ways to set up a job for the Vista® integration.

IMPORTANT!

Jobs must be created in one location and then imported or exported to the other. Jobs CANNOT be created in both locations and linked together.

diagram_erp-viewpoint-vista_budget-setup.png

Budget Set Up

If you are setting up the budget for a Procore + Vista® project for the first time, use the workflow below as a guideline.

 Important

When setting up a new project in Procore, you must always create the budget in one system and then import or export it to the other system. You cannot create a budget in both systems and then link those budgets at a later time.

diagram_erp-generic_budget-setup.png

Budget Update

If you need to update a budget in Procore after exporting it to Vista®, use the workflow below as a guideline.

 Important

Budget deletions are not currently supported for export to Viewpoint® Vista™.

diagram_erp-generic_budget-updates.png

Create and Export Commitments

Follow the steps below to create commitments in Procore and then export them to Vista®.

 Important

After a Procore project is synced with a Viewpoint® Vista™ job, commitments must always be created in Procore using the steps below. Do NOT create commitments directly in Viewpoint® Vista™.

diagram_erp-generic_create-and-export-commitments.png

Create and Export CCOs

Follow the steps outlined below to create Commitment Change Orders (CCOs) in Procore and then export them to Vista®.

 Important

Change orders can only be created from synced commitments.

diagram_erp-generic_create-and-export-commitment-change-orders.png

Import and Re-Import a Prime Contract

Follow the steps outlined below to create a prime contract in Vista® and then import it into Procore. If you make changes to the prime contract in Vista® after the initial import, you must re-import it into Procore.

diagram_erp-viewpoint-vista_prime-contract-imports.png

Create and Export PCCOs

Follow the steps outlined below to create Prime Contract Change Orders (PCCOs) in Procore and then export them to Vista®.

diagram_erp-viewpoint-vista_create-and-export-prime-contract-change-orders.png

Create and Sync Vendors

There are two different ways to sync vendor data between Procore and Vista®.

 Important

Vendors can be created in either Procore or Vista®.

diagram_erp-yardi_create-and-sync-vendors.png

Export Subcontractor Invoices

diagram_erp-generic_create-and-export-subcontractor-invoices.png