The example below shows data objects synchronised between your project management and Accounting/ ERP software
MODULE |
Autodesk Build | ERP SYNC | Viewpoint Vista | |
CORE | Companies | ⇒ | ⇐ | AP Vendors |
CORE | Companies | ⇒ | ⇐ | AR Customers |
CORE | Projects | ⇒ | ⇐ | JC Jobs |
CORE | Budget Segment Values | ⇒ | ⇐ | JC Phase Codes, JC Cost Types |
CORE | Budgets | ⇒ | ⇐ | JC Original Estimates |
AP | Contracts (Purchase Orders) | ⇒ | ⇐ | PM Purchase Orders |
AP | Contracts (Subcontracts) | ⇒ | ⇐ | PM Subcontracts |
AP | Subcontract Change Order | ⇒ | ⇐ | PM Subcontract Change Order |
AP | Cost Payment Application | ⇒ | ⇐ | AP Invoices |
AP | Expenses | ⇐ | Job Cost Detail | |
AR | Main Contracts | ⇒ | ⇐ | JC Contracts |
AR | Owner Change Order | ⇒ | ⇐ | PM Approved Change Orders |
AR | Budget Payment Applications | ⇒ | ⇐ | AR Invoices |
AR | Budget Transfers | ⇒ | ⇐ | Internal PM Approved Change Orders |
Notes: As a best practise, we ask you pick one direction for data type. We can add remove data types, and change sync direction as shown.