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Procore

View a Job Costs Report for the Viewpoint® Vista™ Integration by Ryvit

Objective

To view the a 'Job Costs Report' for a Viewpoint® Vista™ Integration by Ryvit integrated project using the Reports tools.

Things to Consider

  • Required User Permission:
    • For Company Level Reports:
      • 'Admin' level permission on the company's ERP Integrations tool. Users can view the Job Costs Report for a selected project.
    • For Project Level 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.
  • Limitations:
    • You can only export the Viewpoint® Vista™ 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.

  1. Navigate to the project's Reports tool.
  2. Click the Viewpoint® Vista™ Integration by Ryvit Job Costs link.
  3. 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.

  1. Navigate to the ERP Integrations tool.
  2. Click the Job Costs tab.
  3. In the Filter By Job area in the right pane,  select your Viewpoint® Vista™ 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

The Viewpoint® Vista™ Integration by Ryvit is the product of a partnership between Procore and Ryvit, a third-party developer. Viewpoint, Inc. is not affiliated with this connector. All Viewpoint® Vista™ marks and logos are owned by Viewpoint, Inc.