Record syncing

This feature is available if the ERP integration is configured for the portfolio account.

If your ProjectSight project is linked to an ERP project, you can sync the following record types to the linked project:

  • Budget
    • Budget Code
    • Original Budget
  • Contracts
    • Number
    • Schedule of Values - Budget Code
    • Schedule of Values - Description
    • Schedule of Values - Item No.
    • Schedule of Values - Sched Value
    • To Company
  • Potential change orders (PCOs) *
  • Purchase orders (POs)
    • Number
    • Items - Budget Code
    • Items - Item No
    • Items - Quantity
    • Items - Unit Price
    • Items - UOM
    • To Company
  • Subcontract change orders (SCOs) *

* Only available for the Viewpoint Vista integration

  • Syncing for PCOs, and SCOs is only available for the Viewpoint Vista integration.
  • You can sync locked records to Viewpoint Spectrum and Viewpoint Vista.
  • You must have the related feature permission for the record type.
  1. If the Search panel isn't open in the record view, click Search icon (Search) on the navigation toolbar.
  2. In the By section, select one or more options from the ERP Integration Status filter.

Syncing budget items

Budget items are sent automatically to the ERP based on the workflow status that was configured during the ERP integration setup.

  • When a budget item or any of its associated interactions are linked to the ERP, the budget grid displays the link icon (link) is displayed next to the item.
  • For the Viewpoint Vista integration, the budget grid displays the contract item that's linked to a budget code in the Contract Item column.
  • Unit-based and hour-based budget codes are supported for the Viewpoint Vista integration but not the Viewpoint Spectrum integration.
  • For the Viewpoint Vista integration, units of measure are added automatically to the ProjectSight Unit Of Measure list in the financial settings. If a unit of measure is deleted in Viewpoint Vista, it is also deleted from ProjectSight.
  1. In ProjectSight, create a budget item.
  2. Enter the information in the following fields:
    • Budget Code
    • UOM
    • Original Budget Hours
    • Original Budget Quantity
    • Original Budget Unit Price
    • Original Budget.
  3. Select the workflow status that was configured during the ERP integration setup.
  4. Edit the budget items in ProjectSight as needed.

Manually syncing records

You can manually sync a record when it hasn't been sent yet or when a sync error occurred.

  • Manual syncing is supported for the Viewpoint Vista integration.
  • For PCOs, update the record in ProjectSight, and the changes will be synced to the ERP. For the other record types, you must update the information in ProjectSight and in the ERP.
  • For the Viewpoint Spectrum integration, records are synced based on the configured workflow status.
  1. Open the record.
  2. Ensure that the record includes the information that's required for syncing.
    • PCOs: For each item, the Budget - Applied Amount, Budget Code, and Budget - Allocation fields are completed.
    • Purchase orders: For each item, the Quantity, UOM, Unit Price, and Budget Code fields are completed.
    • SCOs: For each item, the Budget Code and Cost Applied Amount fields are completed.
    • All record types: The Approved for Budget toggle is on.
  3. On the navigation toolbar, click Project export toolbar button (Send to [ERP-Name]).
  4. In the confirmation message, click Send To [ERP-Name].

    5. A banner displays the syncing status as pending, successful, or failed. The record is sent within a one-hour cycle.

    Pending banner example

    Pending banner example