ProjectSight + Viewpoint Vista

A Completely Connected Field and Office Experience
ProjectSight + Viewpoint Vista
Integration Feature

All Vista Customers and Vendors are available in ProjectSight to be imported as new companies or linked to existing ProjectSight companies. This creates tight relationship of the customer & vendor data across Vista and ProjectSight, ensuring that records such as Subcontracts and Change Orders are associated with the correct companies.

Integration Feature

Vista Jobs can be linked to ProjectSight Projects, which initiates the integration of project data. This allows users to create new projects in their preferred system and then link them when ready.

Integration Feature

Whether your processes are to create Budget Items in ProjectSight first or Job Phases in Vista first, this feature has you covered. The integration ensures the budget is accurately maintained between ProjectSight and Vista so users can confidently work in either system. After the ProjectSight Budget Item is linked to a Vista Job Phase, any direct edits or budget transfers performed in ProjectSight will be reflected in Vista.

Integration Feature

Authorized users can send Subcontracts and Purchase Orders from ProjectSight to Vista to keep Job Costs in line and ensure that Accounts Payable is ready for invoices - all without any dual entry. Alternatively, Subcontracts and Purchase Orders can be sent from Vista to ProjectSight. The integration's flexibility allows you to determine in which system commitments are originated, and the system takes care of the rest.

Integration Feature

When ProjectSight Potential Change Orders are sent to Vista, a PM Pending Change Order will be created for any pending or approximate changes. Once a change order is approved, Pending PM Change Orders will be removed and a JC Internal Contract Change Order will be created for the approved changes. Subcontract Change Orders can be sent from ProjectSight to Vista by authorized users.

Integration Feature

ProjectSight Prime Contracts are automatically created from Vista JC contracts when the JC Job is selected to be synced to ProjectSight.

A Completely Connected Field and Office Experience

Metrics

Gain Visibility

Obtain pertinent, well-timed, and precise financial forecasts for your projects, ensuring you can address change orders and emerging issues proactively, averting any potential last-minute complications.

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Eliminate Surprises

Anticipate potential change orders, subcontract change orders, and prime change orders before they occur to maintain your project's schedule and budget integrity.

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Protect Profitability

Secure timely payments and uphold the punctual settlement of invoices, instilling confidence in your management team that your financial stability remains safeguarded from billing and claims concerns.

Important Notes:

  • This integration is built & maintained by the Trimble Construction Integrations Team on the App Xchange integration platform, and is sold by Viewpoint.
  • A subscription to ProjectSight is required for this integration (a Trimble product). If you are not a customer and do not have any sales conversations in motion, we can help with an intro to their project management experts. Let’s talk.
  • On-prem users: This integration is not compatible with on-premise installations of Viewpoint Vista.

Helpful Resources:

Trimble Icon Trimble Product Featured Icon Built on App Xchange Trimble Construction One Icon Trimble Construction One - Qualified