Integration by Ryvit: View a Job Costs Report for Viewpoint® Vista™
Objective
To view the a 'Job Costs Report' for Viewpoint® Vista™ with the Integration by Ryvit using the Reports tools.
Things to Consider
- Required User Permission:
- For Company Reports:
- 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
- For Project Reports:
- 'Read-only' level permission and above on the project's Reports tool
AND- 'Read-only' level permission and above on the project's Budgets tool
OR - 'Admin' level permission on the project's Prime Contract tool.
- 'Read-only' level permission and above on the project's Budgets tool
- 'Read-only' level permission and above on the project's Reports tool
- For Company Reports:
- Limitations:
- You can only export the Integration by Ryvit Job Costs Report as a PDF or CSV at the Project level.
Steps
At the Project Level
*Requires 'Read-only' and above user permissions on the Reports tab AND either 'Read-only' and above user permissions on the Budget tab or 'Admin' on the Prime Contract tool.
- Navigate to the project's Reports tool.
- Click the Integration by Ryvit Job Costs link.
- Next to the Export Data As label, click PDF or CSV to export the Job Costs Report.
At the Company Level
*Requires 'Admin' user permissions on the ERP Integrations tab at the Company level.
- Navigate to the ERP Integrations tool.
- Click the Job Costs tab.
- In the Filter By Job area in the right pane, select your Integration by Ryvit Integrated project from the drop-down list (Note: You will only be able to view the Job Costs Report for a single project at a time). You will see the same report as the example shown above, except the PDF and CSV buttons will not be visible.
See Also