Send Subcontracts from Vista or ProjectSight

Create and send subcontracts in either Vista or ProjectSight and sync the data to the other system.

The direction of data flow between linked systems (either from Vista into ProjectSight, or from ProjectSight into Vista) is determined during your organization's initial integration setup. The direction of data flow can vary for different types of records. Check with your administrator to verify the direction of data flow for your organization for this record type.

Send Subcontracts from ProjectSight to Vista

If your integration is set up to send data from ProjectSight to Vista, complete the following:

  1. Create a subcontract in ProjectSight. The subcontract must have:
    • At least one item
    • UOM (unit of measure) that is valid in Vista
    • Budget Code
    • To Company that is a linked vendor from Vista
    Note: Only committing contract types can be sent from ProjectSight to Vista.
  2. Mark as Approved for Budget.

    ProjectSight Help: For more information about setting up subcontracts, see the ProjectSight Help on Creating Contracts.

  3. In ProjectSight, select Send to Vista to sync the data to Vista. Only authorized users can perform this function.

    A banner displays the syncing status as pending, successful, or failed.

    ProjectSight Help: For more information about manually syncing records, see the ProjectSight Help on Record Syncing.

  4. After the subcontract has successfully been sent to Vista, you must make any modifications manually in both systems.
  5. To view the record in Vista, go to Subcontract Ledger > Programs > SL Subcontracts.

Send Subcontracts from Vista to ProjectSight

If your integration is set up to send data from Vista to ProjectSight, complete the following:

  1. Create a subcontract in Vista. The subcontract must have:
    • At least one item
    • UM (Unit of Measure)
    • Job Phase
    • Cost Type
    • Vendor that is linked to a ProjectSight company
  2. Post the subcontract.
    When you post a subcontract in Vista, the subcontract is created in ProjectSight.
  3. After the subcontract has successfully been created in ProjectSight, you must make any modifications manually in both systems.

If an integrated subcontract is deleted, you must manually delete the associated subcontract in the other system.

Associated fields in Vista and ProjectSight:

Vista SL Subcontracts Field Name ProjectSight Contract Field Name
Subcontract Number
Description Description
Vendor To Company
Vista SL Subcontracts Field Name ProjectSight Schedule of Values Field Name
Item # Item No.

Phase

Cost Type

 Budget Code
Description Description
UM UOM
Total Cost Scheduled Value
Units Scheduled Quantity
Unit Cost Unit Price