Diagrams

Job Set Up

There are two different ways to set up a job for the Trimble® 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 Job Setup


Budget Set Up

If you are setting up the budget for a Procore + Trimble® 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


Budget Update

If you need to update a budget in Procore after exporting it to Trimble® 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


Create and Export Commitments

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


Create and Export CCOs

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

 Important

Change orders can only be created from synced commitments.

Diagram Erp Generic Create And Export Commitment Change Orders


Import and Re-Import a Prime Contract

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

Diagram Erp Viewpoint Vista Prime Contract Imports


Create and Export PCCOs

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

Diagram Erp Viewpoint Vista Create And Export Prime Contract Change Orders


Create and Sync Vendors

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

 Important

Vendors can be created in either Procore or Trimble® Vista.

Diagram Erp Generic Create And Sync Vendors


Export Subcontractor Invoices

Diagram Erp Generic Create And Export Subcontractor Invoices