The Vista: Operations dataset provides a consolidated source of all data related to business operations. It includes fields and measures related to several areas of business operations, such as contracts, cost details, cash flow, materials, subcontracts, customers, departments, employees, equipment, jobs, and vendors.

Contract Billings

Approved Change Orders

Amount of PM-approved change orders that have been interfaced with Job Cost, and are reflected in current contract amounts.

Vista table.field: bPMOH

Approved, Not Interfaced Change Orders

Amount of PM-approved change orders that are yet to be interfaced with Job Cost, and are not included in current contract amounts.

Vista table.field: bPMOI

Contract % Complete

This is calculated as follows:

Contract % Complete = (Current Contract Amount / Original Contract Amount) * 100

Contract Billed Amount

The current period's billing for the contract, before backing off the current period's retention amounts. Tax depends on contract settings.

Vista table.field: JCID.BilledAmt

Contract Billed Units

The number of units billed for the contract.

Vista table.field: JCID.BilledUnits

Current Contract Amount

The total value of the contract for the current period. This includes any change orders made.

Vista table.field: JCID.ContractAmt

Current Gross Profit

This is the difference between the Current Contract Amount and theCurrent Estimated Cost of the contract.

Note: Omitting the JCTransType yields the cumulative current values for these fields.

Vista table.field: bJCID.ContractAmt - bJCCD.EstCost

Current Profit %

This is calculated as follows:

Current Profit % = (Current Gross Profit / revenue recognized to date) * 100

Original Contract Amount

The original value of the contract.

Vista table.field: JCCI.OrigContractAmt

Original Gross Profit

The Original Contract Amount minus the Original Estimated Cost.

Vista table.field: bJCID.ContractAmt where bJCID.JCTransType = ‘OC’ (Original Contract Amount) – bJCCD.EstCost where bJCCD.JCTransType = ‘OE’ (Original Estimated Cost)

Original Gross Profit %

This is calculated as follows:

Original Gross Profit % = (Original Gross Profit / Original Contract Amount) * 100

Projected Contract Amount

The projected value of the contract. If the Projected Amount is zero, this value will show the Current Contract Amount determined at the item level. This means that if a contract includes three items and only one item has projected value, the number shown as Projected Amount will include the projected value for the one item that has it and the Current Contract Amount for the other two items that do not.

Vista table.field: JCID.ProjDollars

Projected Contract Units

The expected quantity of contract units at the completion of the contract.

Vista table.field: bJCID.ProjUnits

Projected Gross Profit

Calculates the Projected Amount minus the Projected Cost.

Projected Profit %

This is calculated as follows:

Projected Profit % = (Projected Gross Profit / Projected Cost) * 100

Cost Detail

Actual Cost

The total actual cost for the project.

Vista table.field: bJCCD.ActualCost

Actual Hours

The total labor hours and contract labor hours for the current period.

Vista table.field: JCCD.ActualHours

Actual Units

The total unit amount of all materials.

Vista table.field: bJCCD.ActualUnits

Committed Cost

The total value of all rental costs, employee compensation, material orders, and subcontracts committed to a purchase order or job requisition.

Vista table.field: JCCP.TotalCmtdCost

Committed Units

The total unit count of all materials committed to a purchase order or job requisition.

Vista table.field: JCCP.TotalCmtdUnits

Cost % Complete (Amount)

This is calculated as follows:

Amount % Complete = (Actual Cost / Projected Cost) * 100

Cost % Complete (Hours)

This is calculated as follows:

Hours % Complete = (Actual Hours / Projected Hours) * 100

Cost % Complete (Units)

This is calculated as follows:

Units % Complete = (Actual Units / Projected Units) * 100

Estimated Cost

The Original Estimated Cost for this projcet plus change orders.

Vista table.field: JCCD.EstCost

Estimated Hours

The original estimated hours plus change orders.

Vista table.field: JCCD.EstHours

Estimated Production per Hour

The total estimated production per hour calculated as Estimated Units / Estimated Hours.

Estimated Units

The original estimated quantity plus change orders.

Vista table.field: JCCD.EstUnits

Original Estimated Cost

The original estimated costs for this project.

Production per Hour

The total production per hour calculated as Actual Units / Actual Hours.

Projected Cost

The projected expenses required for the contract.

Vista table.field: JCCD.ProjCost

Projected Cost Variance

The projected cost variance calculated as Projected Cost - Actual Cost.

Projected Hours

The projected hours required for the contract.

Vista table.field: JCCD.ProjHours

Projected Production per Hour

The total projected production per hour calculated as Projected Units / Projected Hours.

Projected Units

The job-to-date projected quantities for this project.

Note: This only measures up to 5 years beyond the contract start date.

Vista table.field: bJCCD.ProjUnits

Remaining Units

The total remaining units calculated by Estimated Units - Actual Units.

Remaining Hours

The total remaining hours calculated by Estimated Hours - Actual Hours.

Remaining Cost

The total remaining cost calculated by Estimated Cost - Actual Cost.

Job Cash Flow

Customer Billed Amount

The value of the current period's billing for the customer, before backing off the current period's retention. Tax depends on contract settings.

Vista table.field: bJCID.BilledAmount

Customer Invoiced Amount

The value of the current period's customer invoices. It includes sales tax and VAT. This amount is calculated as Customer Billed + Customer Taxes.

Customer Paid Amount

The total value of all payments against Customer Invoiced in the current period, including taxes, plus any Discounts Taken.

Vista table.field: When bARTH.Source = 'AR Receipt' THEN bARTH.CreditAmt ELSE bARTH.Paid

Customer Retention Due

The Customer Retention Amount minus Customer Retainage Paid.

Vista table.field: bJCID.CurrentRetainage

Customer Tax Amount

The sales tax + VAT (Value Added Tax) amount charged to the customer within the current period.

Vista table.field: ARTL.TaxAmount

Customer Total Balance Due

This is what is owed to you on the job including Retention.

Customer Total Current Due

This is what is owed to you without Retention.

Net Cash Flow

The total net cash flow calculated as Customer Paid - Actual Cost.

Vendor Billed

This is the difference between Vendor Invoiced Amount before backing off retention amounts and Vendor Tax.

Vista table.field: bAPTD.Amount - bAPTD.TotTaxAmount

Vendor Invoiced Amount

The total value of the current period's vendor invoices. It includes sales tax and VAT but not use tax. This amount is calculated as Vendor Billed + Vendor Taxes.

Vista table.field: bAPTH.InvTotal

Vendor Paid Amount

The total value of payments against Vendor Invoiced plus any Discounts Taken in the current period. It includes any Vendor Retention Paid.

Vista table.field: bAPTD.Amount WHERE Status 3

Vendor Retention

The total value of all retention withheld by the vendor within the current period.

Vista table.field: APTL.Retainage

Vendor Retention Paid

All monies paid by the vendor for retention within the current period.

Vista table.field: SUM (bAPTD.Amount WHERE bAPTD.PayType = 9 AND bAPTD.Status = 3)

Vendor Tax

The sales tax + VAT (Value Added Tax) amount charged to the vendor within the current period.

Vista table.field: bAPTL.TaxAmount

Vendor Total Balance Owed

This is what you owe including Retention.

Vendor Total Current Owed

This is what you owe without Retention.

Vendor VAT Amount

The VAT (Value Added Tax) amount charged to the vendor within the current period.

Vista table.field: APTL.TaxAmount WHEN TaxType = 3

Materials

Materials Ordered Amount

The total value of materials ordered on a purchase order or on a job requisition for the current period.

Vista table.field: JCCD.ActualCost

RQRL.UnitCost

Materials Ordered Units

The unit count of materials ordered for a purchase order or on a job requisition for the current period.

Vista table.field: JCCD.ActualUnits

RQRL.Units

Materials Received Amount

The current-period total value of materials received on a purchase order or shipped on a job requisition. (This amount may or may not be invoiced.)

Vista table.field: JCCP.TotalCmtdCost - JCCP.RemainCmtdCost

Materials Received Units

The current-period unit count of materials received for a purchase order or shipped for a job requisition. (This amount may or may not be invoiced.)

Vista table.field: JCCP.TotalCmtdUnits - JCCP.RemainCmtdUnits

Open Commitment

The total value of materials ordered but not yet received for the current period. This is calculated as Materials Ordered Amount - Materials Received Amount.

Vista table.field: JCCP.RemainCmtdCost

Subcontract Measures

Current Subcontract Amount

This is the sum of the original subcontract plus executed subcontract changes.

Vista table.field: bJCCD.TotalCmtdCost where bJCCD.JCTransType = ‘SL’ or (bJCCD.JCTransType = 'AP' and bJCCD.Source <> 'JC CostAdj')

Current Subcontract Units

This is the sum of the original subcontract quantities plus executed subcontract changes to quantities.

Vista table.field: bJCCD.TotalCmtdUnits where bJCCD.JCTransType = ‘SL’ or (bJCCD.JCTransType = 'AP' and bJCCD.Source <> 'JC CostAdj')

Subcontract Billed

The current period's billing for the subcontract, before backing off the current period's retention amounts. Tax depends on contract settings.

Vista table.field: JCCD.ActualCost

Subcontract Billed Units

The number of units billed for the subcontract.

Vista table.field: JCCD.ActualQuantity

Subcontract Executed Changes

The total value of all executed Subcontract Change Orders and Change Requests.

Vista table.field: JCCD.TotalCommitedCost

Subcontract Executed Units

The total unit count used in all executed Subcontract Change Orders and Change Requests.

Vista table.field: JCCD.TotalCommitedUnits

Calendar Date

Month

Includes all dates from the start of the month through the end of the month.

Week

This is the week number using a 12 month calendar year.

Week Start Date

The calendar date at the beginning of a specific workweek.

Week End Date

The calendar date at the end of a specific workweek.

Year

The numerical value of the calendar year.

Contract

Architect

The architect/engineer firm for the contract.

Vista table.field: JCCM.ArchitectName

Contract Close Date

The calendar date when the contract was closed.

Contract Code

A user-defined code assigned to the contract.

Vista table.field: JCCM.Contract

Contract Description

A description of the contract.

Contract Start Date

The calendar date when the contract was started.

Vista table.field: JCCM.StartMonth or earliest JCCD.ActualDate with ActualCost

Contract Status

Indicates the status of a contract.

0 = Pending. This status is automatically applied to all new contracts set up in PM. Status will remain as ‘pending’ until contract is interfaced to Job Cost.

1 = Open. This status is automatically applied to all new contracts set up in JC and to pending projects (set up in PM) that have been interfaced to Job Cost.

2 = Soft-Closed. Posting is restricted, but closing GL entries have not been made. This status is automatically applied when the contract is Soft Closed in the JC Contract Close program.

3 = Final-Closed. This status is automatically applied when the contract is Final Closed in the JC Contract Close program.

Contract Type

Indicates the default bill type for the contract.

B = Both. The contract bills costs on a Time + Materials basis with a Progress backup.

P = Progress. The contract bills costs on a percent complete or units complete basis.

T = Time + Material. The contract bills costs on a Time and Material basis.

N = None. The contract will not bill costs through Job Billing.

Vista table.field: JCCM.DefaultBillType

Contract Item

Bill Item

A user-defined code to represent a specific line item on a customer contract. Billing will be done by these bill items.

Vista table.field: JCCI.Item

Bill Item Description

A description of the Bill Item.

Vista table.field: JCCI.Item

Unit of Measure

A user-defined code (from HQ Units of Measure) used to track accumulated units.

Vista table.field: HQMT.StdUM

Cost Type

Cost Type

A user-defined code assigned to the category of spending.

Vista table.field: JCCT.CostType

Cost Type Description

A description of the Cost Type.

Vista table.field: JCCT.Description

Customer

Customer Address

The primary location information (street name, number) for the customer.

Vista table.field: ARCM.Address

Customer Address 2

The secondary location information (apartment, unit, suite, office) for the customer.

Vista table.field: ARCM.Address2

Customer City

The city of the customer.

Vista table.field: ARCM.City

Customer Code

This code represents a specific customer.

Vista table.field: ARCM.Customer

Customer Contact

The name of the primary customer contact.

Customer Country

The country of the customer.

Vista table.field: ARCM.Country

Customer Fax

The fax number for the customer.

Vista table.field: ARCM.Fax

Customer Name

The name of the customer.

Vista table.field: ARCM.Name

Customer Phone

The phone number for the customer.

Vista table.field: ARCM.Phone

Customer State

The state or province for the customer.

Vista table.field: ARCM.State

Customer ZIP Code

The ZIP Code for the customer.

Vista table.field: ARCM.Zip

Department

Department

A user-defined code to group jobs together.

Vista table.field: JCDM.Department

Department Description

A description of the Department.

Employee

Employee Craft

The employee's trade or skill.

Vista table.field: bPREH.Craft

Employee Department

A user-defined code to group employees together.

Vista table.field: bPREH.PRDept

Employee Department Description

A description of the Employee Department.

Employee Occupation

A user-defined code for the employee's job category.

Vista table.field: bPREH.OccupCat

Employee Occupation Description

A description of the Employee Occupation.

Vista table.field: bPROP.Description

Equipment

Equipment Code

The user-defined code to represent the asset.

Vista table.field: bEMEM.Equipment

Equipment Description

A description of the asset.

Vista table.field: bEMEM.Description

Equipment Make

The brand or manufacturer of the asset.

Vista table.field: bEMEM.Manufacturer

Equipment Model

The specific name that the manufacturer has given the asset.

Vista table.field: bEMEM.Model

Equipment Type

The user-defined code to group similar assets together.

Vista table.field: bEMEM.Type

Equipment Type Description

A description of the Equipment Type. If Type = 'E' Then Equipment, if Type = 'C' Then Component.

Fiscal Date

Fiscal Month

The fiscal month for all transactions that have a Month (Mth) field in Vista.

Fiscal Year

The fiscal year (from the GL Fiscal Years form/GLFY table) that the row's Fiscal Month falls within.

Item

Item

This code represents a specific Material item.

Vista table.field: bHQMT.Material

Item Description

A description of the Item.

Vista table.field: HQMT.Description

Unit of Measure

A user-defined code (from HQ Units of Measure) used to track accumulated units.

Vista table.field: HQMT.StdUM

Job

Actual Close Date

The exact calendar date when the job was closed.

Vista table.field: JCCM.ActualCloseDate

Actual Start Date

The exact calendar date when the job began.

Vista table.field: JCCM.startDate

Job Address

This is the address of the project.

Vista table.field: JCJM.MailAddress

Job City

This is the city of the project.

Vista table.field: JCJM.MailCity

Job Code

This code is used to identify the job.

Vista table.field: JCJM.Job

Job Comment

Any comments or notes about the job.

Vista table.field: JCJM.Notes

Job Country

This is the country of the project.

Vista table.field: JCJM.MailCountry

Job Description

A description of the job.

Vista table.field: JCJM.Description

Job Price Type

Indicates how this job will be billed.

Vista table.field: JCCM.DefaultBillType

Job State

This is the state of the project.

Vista table.field: JCJM.MailState

Job Status

Indicates the status of a job.

0 = Pending. This status is automatically applied to all new jobs set up in PM. Status will remain as ‘pending’ until job is interfaced to Job Cost.

1 = Open. This status is automatically applied to all new jobs set up in JC and to pending projects (set up in PM) that have been interfaced to Job Cost.

2 = Soft-Closed. Posting is restricted, but closing GL entries have not been made. This status is automatically applied when the job is Soft Closed in the JC Contract Close program.

3 = Final-Closed. This status is automatically applied when the job is Final Closed in the JC Contract Close program.

Vista table.field: JCJM.JobStatus

Projected Close Date

The target completion date for the job.

Vista table.field: JCCM.ProjCloseDate

Job Company

Company Code

This represents the specific company.

Vista table.field: HQCO.HQCo

Company Name

The name of the company.

Materials Type

Material Order Number

The transaction number for a material order.

Vista table.field: RQRL.RQID

Purchase Order Number

The transaction number for a purchase order.

Vista table.field: JCCD.PO

Type

Indicates the source of the (Materials) transaction: Purchase Order or Job Requisition/Material Order.

Vista table.field: bJCCD.Source

Phase

Phase

A user-defined code that divides a job into smaller steps. Other names include Work Breakdown Structure (WBS) codes, Construction Specifications Institute (CSI) codes or cost codes.

Vista table.field: JCJP.Phase

JCJP.PhaseGroup

Phase Description

A description of the Phase Code.

Vista table.field: JCJP.Description

Project Manager

Project Manager

The project manager assigned to the job.

Vista table.field: JCJM.ProjectMgr

Project Manager Name

The project manager assigned to the job.

Vista table.field: JCMP.Name

Subcontract

Subcontract Comment

The numerical code of the subcontract.

Vista table.field: SLHD.Description

Subcontract Issued Date

The date the subcontract was issued.

Vista table.field: JCCD.ActualDate

Subcontract Number

The numerical code of the subcontract.

Vista table.field: SLHD.SL

Subcontract Item

Subcontract Bill Item

This code represents a specific line item on the subcontract. Billing will be done by these bill items.

Vista table.field: bSLIT.SLItem

Subcontract Bill Item Description

A description of the Subcontract Bill Item.

Vista table.field: SLIT.Description

Subcontract Unit of Measure

A user-defined code (from HQ Units of Measure) used to track accumulated units.

Vista table.field: SLIT.UM

Transaction Type

Transaction Type

Indicates the source of the transaction. For more information, see: Cost Detail Transaction Types.

Vista table.field: JCCD.JCTransType

Transaction Type Description

A description of the Transaction Type.

Vendor

Vendor

A user-defined code to represent the vendor.

Vista table.field: APVM.Vendor

Vendor Address

The primary location information (street name, number) for the vendor.

Vista table.field: APVM.Address

Vendor Address 2

The secondary location information (apartment, unit, suite, office) for the vendor.

Vista table.field: APVM.Address2

Vendor City

The city for the vendor.

Vista table.field: APVM.City

Vendor Contact Name

The name of the primary contact for the vendor.

Vendor Country

The country for the vendor.

Vista table.field: APVM.Country

Vendor Fax

The fax number for the vendor.

Vendor Name

The name of the vendor.

Vendor Phone

The phone number for the vendor.

Vista table.field: APVM.Phone

Vendor State/Province

The state or province for the vendor.

Vista table.field: APVM.State

Vendor Status

Indicates whether a vendor has been assigned the Active or Not Active status.

Vista table.field: bAPVM.ActiveYN

Vendor Type

Indicates if the vendor is a Regular (R) or a Supplier (S).

Vista table.field: bAPVM.VendorType

Vendor ZIP/Postal Code

The postal code affiliated with the vendor.

Vista table.field: APVM.Zip