Viewpoint® Vista™

Sync financial data from Viewpoint® Vista™ using the Ryvit connector.

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About this course

Welcome to the "Viewpoint® Vista™" course!

The connector allows users to integrate their company's Procore data with Viewpoint® Vista™, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum1 hour

  • Course Introduction
  • Intro to Viewpoint® Vista™
  • Vendors
  • Syncing Vendors in Viewpoint® Vista™
  • Import Vendors from Viewpoint® Vista™
  • Projects
  • Syncing Projects in Procore and Viewpoint® Vista™
  • Sync Procore Projects with Viewpoint® Vista™
  • Budget
  • Syncing a Budget in Procore and Viewpoint® Vista™
  • Sync a Budget with Viewpoint® Vista™
  • Commitments
  • Syncing Commitments and CCOs in Procore and Viewpoint® Vista™
  • Export a Commitment to Viewpoint® Vista™
  • Export a CCO to Viewpoint® Vista™
  • Prime Contracts
  • Syncing Prime Contracts and PCCOs in Procore and Viewpoint® Vista™
  • Import a Prime Contract from Viewpoint® Vista™
  • Export a Prime Contract Change Order to Viewpoint® Vista™
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Viewpoint Vista®
  • Export a Subcontractor Invoice to Viewpoint® Vista™
  • Job Costs
  • Syncing Costs in Procore and Viewpoint® Vista™
  • Review
  • Viewpoint® Vista™ Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

About this course

Welcome to the "Viewpoint® Vista™" course!

The connector allows users to integrate their company's Procore data with Viewpoint® Vista™, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Curriculum1 hour

  • Course Introduction
  • Intro to Viewpoint® Vista™
  • Vendors
  • Syncing Vendors in Viewpoint® Vista™
  • Import Vendors from Viewpoint® Vista™
  • Projects
  • Syncing Projects in Procore and Viewpoint® Vista™
  • Sync Procore Projects with Viewpoint® Vista™
  • Budget
  • Syncing a Budget in Procore and Viewpoint® Vista™
  • Sync a Budget with Viewpoint® Vista™
  • Commitments
  • Syncing Commitments and CCOs in Procore and Viewpoint® Vista™
  • Export a Commitment to Viewpoint® Vista™
  • Export a CCO to Viewpoint® Vista™
  • Prime Contracts
  • Syncing Prime Contracts and PCCOs in Procore and Viewpoint® Vista™
  • Import a Prime Contract from Viewpoint® Vista™
  • Export a Prime Contract Change Order to Viewpoint® Vista™
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Viewpoint Vista®
  • Export a Subcontractor Invoice to Viewpoint® Vista™
  • Job Costs
  • Syncing Costs in Procore and Viewpoint® Vista™
  • Review
  • Viewpoint® Vista™ Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

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