Viewpoint® Vista™ Detailed Data Mapping
Overview
|
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| PROJECTS |  |
 |
JC JOBS |
| COMPANIES | |
|
AP VENDORS |
| STANDARD COST CODES 1 COST TYPES |
|
JC PHASE MASTER JC COST TYPE |
|
| COST CODES 1 COST TYPES |
|
|
JOB PHASES JOB COST TYPES |
| BUDGETS | |
|
JC ORIGINAL ESTIMATES |
| BUDGET MODIFICATIONS 2 | |
INTERNAL JC CHANGE ORDERS | |
| COMMITMENTS | |
SUBCONTRACTS/PURCHASE ORDERS | |
| COMMITMENT CHANGE ORDERS | |
SL/PO CHANGE ORDERS | |
| JOB COSTS |
|
JOB TO DATE COSTS | |
| FORECASTING/PROJECTIONS 3 | |
PROJECTED COST | |
| DIRECT COSTS |
|
JTD COST DETAIL | |
| PRIME CONTRACT | |
JC CONTRACTS | |
| PRIME CONTRACT CHANGE ORDERS (PCCO's) | |
EXTERNAL JC CHANGE ORDERS | |
|
AP TRANSACTION ENTRY or AP UNAPPROVED INVOICES | ||
| SUBCONTRACT INVOICE PAYMENTS 4 | |
|
PAYMENTS |
1 Project level cost codes must be added to the project from the Company level ERP Standard Cost Code List. New cost codes must be created in your ERP system, and cannot be created in Procore. Custom WBS Segments are NOT supported.
2 Budget modifications sync with estimate changes in Viewpoint® Vista™.
3 Exports the 'Estimated Cost at Completion' values from a Procore budget to Viewpoint® Vista™.
4 Export of payment records from Procore to Viewpoint® Vista™ is only available in the US to customers who license Procore Pay at this time. Import of payment records from Viewpoint® Vista™ is available for customers in supported regoins outside of the US.
Projects/Jobs
When a project is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inserts into the various Forms (SQL tables) within the Viewpoint® Vista™ database. The data that is inserted for projects, populates to the JC Job Master (JCJM) and JC Job Phases (JCJP) forms.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Vista Job ID | |
|
Job ID1 |
| Project Name | |
|
Description |
| Active Project | |
|
Status |
| Job Phone | |
|
Mailing Phone |
| Address | |
|
Mailing Address |
| City | |
|
Mailing City |
| State | |
|
Mailing State |
| ZIP | |
|
Mailing Zip |
| Cost Code Code Description |
|
|
Cost Code2 Phase Description |
|
Cost Type |
|
|
Cost Type |
1 Export Note: The Viewpoint Job ID is entered manually by an accounting approver when a project is exported from Procore to Vista. This may, or may not, depending on what the accounting approver has entered, match the Job Number found in Procore under Project > Admin. This is stored as the Viewpoint Job ID (you can view it under Company > ERP Integrations > Jobs > Synced) and is then used on other project related exports (Budgets, Commitments, Commitment CO’s, etc)
2 Both Standard and Project specific cost codes (which can be created in Viewpoint® Vista™ manually under JC Job Phases) are synced up to the Project Cost Code list in Procore. Project specific codes are displayed in blue.
Companies/Vendors
When a Vendor is exported from Procore to Viewpoint® Vista™, a new AP Vendor Master record in the Accounts Payable module in Viewpoint® Vista™. The vendor setup can be found in AP Vendor Master Form.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore |
Viewpoint® Vista™ |
|---|---|---|---|
|
ERP Vendor ID1 |
|
|
Vendor |
| Company Name | |
|
Name |
| Address | |
|
Payment Address: Address |
| City | |
|
Payment Address: City |
| State | |
|
Payment Address: State |
| ZIP | |
|
Payment Address: Zip |
| Country | |
|
Payment Address: Country |
1 Export note: The ERP Vendor ID is entered manually by an accounting approver when a company is exported from Procore to Viewpoint® Vista™. This is stored as the ERP Vendor ID (you can view it under Company > ERP Integrations > Vendors > Synced, or under Company > Directory) and is then used on other vendor related exports (Commitments, Commitment CO’s).
Budgets
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore |
Viewpoint® Vista™ |
|---|---|---|---|
| Original Budget | |
|
JC Original Estimate |
| Vista Job ID | |
|
Job ID |
| Cost Code | |
|
Phase |
| Cost Type | |
|
Cost Type |
Budget Modifications
A Budget Modification will create a JC Change Order in Viewpoint® Vista™.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Vista Job ID | |
Job ID | |
| Budget Modification Description (in export screen) | |
Description | |
| From/To1 | |
Phase/CostType | |
| Transfer Amount | |
Est Cost |
1 Typically Budget Modifications are used to move money from one budget line item to another, usually with a zero sum effect.
Forecasting/Projections
A Forecasting export will create a JC Cost Projection in Viewpoint® Vista™.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Vista Job ID | |
Job ID | |
| Cost Code | |
Phase | |
| Cost Type | |
Cost Type | |
| Estimated Cost at Completion | |
Projected Cost (ProjFinalCost) |
*You can also manually add a Batch Date within the Procore export screen which will export to the Batch Month in Vista for this transaction.
Commitments
When a Commitment is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inputs into the various Forms (Tables) within SQL. The data that is inserted for Commitments, populates to the SL Subcontract Entry (SLHD & SLIT) or PO Purchase Order Entry (POHD & POIT) forms.
If the Customer does not have the Purchase Order Module within Viewpoint® Vista™, all Commitments within Procore will be exported into the Subcontract Ledger module within Viewpoint® Vista™.
The Viewpoint® Vista™ Commitment ID can be defaults from Procore Commitment, or manually by an accounting approver when a commitment is exported from Procore to Viewpoint® Vista™. This is stored as the Vista ID (you can view it under Company > ERP Integrations > Commitments > Synced) and is then used on other commitment related exports (Commitment CO’s).
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| SL Subcontract Entry1 | |||
| Commitment Header | SL Entry Header | ||
| # | |
Subcontract # | |
| Title | |
Description | |
| Contract Company2 | |
Vendor | |
| Status | |
Status | |
| Commitment Item | SL Entry Item | ||
| # | |
Item | |
| Description | |
Phase Description | |
| Cost Code | |
Phase | |
| Cost Type | |
Cost Type | |
| Qty3 | |
Qty | |
| Units3 | |
UM
|
|
| Unit Cost3 | |
Unit Cost | |
| Line Contract Amount4 | |
Amount | |
| Grand Total | |
Total Costs | |
| Batch Date | |
Batch Month | |
| PO Purchase Order Entry1 | |||
| Commitment Header | PO Entry Header | ||
| # | |
Purchase Order # | |
| Title | |
Description | |
| Contract Company2 | |
Vendor | |
| Status | |
Status | |
| Default Retainage | |
Work Completed Retainage | |
| Commitment Item | PO Entry Item | ||
| # | |
Item | |
| Description | |
Phase Description | |
| Cost Code | |
Phase | |
| Cost Type | |
Cost Type | |
| Qty3 | |
Original Units | |
| Units3 | |
UM
|
|
| Unit Cost3 | |
Original Unit Cost | |
| Subtotal4 | |
Amount | |
| Grand Total | |
Total Costs | |
| Batch Date | |
Batch Month | |
1 When a Commitment is created in Procore you must select a type, Purchase Order or Subcontract. This is used as the commitment type for Viewpoint® Vista™.
2 The ERP Vendor ID associated with the Contract Company is used on the import file for Viewpoint® Vista™. You cannot export a commitment for a Contract Company that does not have an ERP Vendor ID.
3 Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.
4 The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.
Commitment Change Orders
When a Commitment Change Order is exported from Procore to Viewpoint® Vista™, Ryvit takes the data and inputs into the various Forms (Tables) within SQL. The data that is inserted for Commitments Change Crders, populates to the SL Subcontract Entry (SLCD) or PO Purchase Order Entry (POCD) forms.
If the Customer does not have the Purchase Order Module within Viewpoint® Vista™, all commitment change orders within Procore will be exported into the Subcontract Ledger module within Viewpoint® Vista™.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| SL Change Order Entry | |||
| Change Orders | SL Change Order | ||
| Change Order #1 | |
SL Change Order1 | |
| Contract # | |
SL | |
| Contract Company2 | |
Vendor | |
| # | |
Item | |
| Description | |
Description | |
| Date Created | |
Date | |
| Cost Code | |
Phase | |
| Cost Type | |
Cost Type | |
| Qty3 | |
Qty | |
| Units3 | |
UM
|
|
| Unit Cost3 | |
Unit Cost | |
| Amount | |
Total | |
| PO Change Order Entry | |||
| Change Orders | PO Change Order | ||
| #1 | |
PO CO #1 | |
| Contract # | |
Purchase Order | |
| Contract Company2 | |
Vendor | |
| # | |
Item | |
| Description | |
Description | |
| Cost Code | |
Phase | |
| Cost Type | |
Cost Type | |
| Qty3 | |
Qty | |
|
Units3 |
|
UM |
|
| Unit Cost3 | |
Unit Cost | |
| Subtotal | |
Amount | |
| Grand Total | |
Total Costs | |
| Batch Date | |
Batch Month | |
1In Viewpoint® Vista™ this populates to the Next Sub CO # (has to be completed in order).
2Typically Units, Unit Cost and Unit Descriptions are only used on Purchase Orders.
3The field is titled Contract Amount when working in a Subcontract, and it is titled Subtotal when working in a Purchase Order.
4Only when a New line item is selected when entering the SOV on the CCO.
Job Cost Transaction Details
If this feature is enabled, all posted cost transaction details are imported into the Direct Cost tool for each project. This provides transaction detail for the costs displayed in Procore, and if the budget view is configured properly the values of those transactions can be viewed into the Direct Costs or JTD Cost columns for a budget line item.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Direct Cost Type | Cost Type | ||
| Invoice | |
AP Cost (no Commitment) | |
| Subcontractor Invoice | |
AP Cost (with Commitment) | |
| Payroll | |
PR Cost | |
| Expense | |
EQ Cost | |
| Expense | |
IV Cost | |
| Expense | |
JC Cost |
Direct Cost Item Details
The fields for each Direct Cost entry imported into Procore are populated from the transactions in Viewpoint® Vista™ according to the table below:
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Direct Cost Item Field | Item Field | ||
| Item/Invoice | |
Item/Invoice | |
| Date | |
Accounting Date | |
| No. | |
Auto Count1 | |
| Description | |
Description | |
| Vendor | |
Vendor | |
| Qty | |
Qty | |
| UOM | |
UM | |
| Unit Cost | |
Unit Cost | |
| Amount | |
Amount |
1Auto Count is typically 1 (one).
Prime Contract
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| Contract # | |
Contract | |
| Title | |
Description | |
| Original Contract Amount | |
Total Original Contract | |
| # | |
Item1 | |
| Description | |
Description | |
| Contract Amount | |
Amount |
1Contract item numbering in Procore is sequential-numeric. When imported, the number or alphanumeric value assigned to an item in Viewpoint® Vista™ is replaced with the appropriate sequential number on the contract in Procore.
Prime Contract Change Orders
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| # | |
ACO | |
| Title | |
Description | |
| Contract Item Code1 | |
Contract Item1 | |
| Subtotal + Vertical Markups | |
ACO Amount | |
| Contract Amount | |
Est Cost | |
| Grand Total | |
Revenue |
1 If the option to create a new line item on the prime contract was selected during the entry of the PCO in Procore, the accounting approver will be prompted to assign the new Contract item ID number at the time of export. The Contract item Code entered is used to create the new item on the Contract in the Contracts application during this process. This item will be created with no original contract amount, the only value it will have is the approved change amount of the PCCO.
Subcontractor Invoices
Export from Procore only. When an invoice is exported from Procore to Viewpoint® Vista™, it is automatically posted in the Accounts Payable (AP) module.
PROCORE |
Exports data from Procore to Viewpoint® Vista™ | Imports data from Viewpoint® Vista™ to Procore | Viewpoint® Vista™ |
|---|---|---|---|
| AP Invoice Header | |||
| Invoice | AP Transaction Entry or AP Unapproved Invoices | ||
| Contract Company | |
Vendor |
| Invoice # | |
APRef |
| Description1 | |
Description |
| Billing Date2 | |
InvDate |
| Total Completed and Stored to Date | |
InvTotal | |
| Default Retainage | |
Work Completed Retainage |
| AP Invoice Detail |
| Invoice | AP Transaction Entry or AP Unapproved Invoices |
| Description of Work | |
Description |
| Project # | |
Job |
| Cost Code | |
Phase |
| Cost Type | |
JCCType |
| Work Completed this Period | |
GrossAmt |
| Work Retainage | |
Retainage |
| AP Invoice Payment3 |
| Payment Issued | Payment |
| Paid Date | |
Paid Date | |
| Check Number | |
CMRef | |
| Paid Amount | |
Paid Amount |
1 The description for an invoice that will be created in [Your ERP Software] can be entered into the Description field by an accounting approver on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices. If no description is entered at the time of export the Description field will be blank on the invoice created in Viewpoint® Vista™
2 This is filled automatically based on the Billing Date of the Invoice in Procore, but can be overridden at the time of export on the Ready to Export screen in the ERP Integrations tool under Subcontractor Invoices.
3Invoices that were created in Procore and sent to [Your ERP Software] as AP Unapproved invoices are not supported for payment syncing at this time.