Viewpoint Quick Reference - Revision history

Siyuan wei at 20:36, 20 June 2023

2023-06-20T20:36:38Z

Andrew langstone: Cleaned up / reorganized content

2022-09-06T17:21:22Z

Cleaned up / reorganized content

TheSiyuan at 18:42, 22 July 2020

2020-07-22T18:42:34Z

TheSiyuan at 18:41, 22 July 2020

2020-07-22T18:41:49Z

TheSiyuan at 18:40, 22 July 2020

2020-07-22T18:40:02Z

SLeydon at 18:27, 22 July 2020

2020-07-22T18:27:56Z

SLeydon at 18:21, 22 July 2020

2020-07-22T18:21:51Z

SLeydon at 18:20, 22 July 2020

2020-07-22T18:20:03Z

SLeydon at 18:19, 22 July 2020

2020-07-22T18:19:11Z

SLeydon: Created page with "Viewpoint Quick Reference • '''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project • PO Drilldown – Each individual PO for..."

2020-07-22T18:18:12Z

Created page with "Viewpoint Quick Reference • '''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project • PO Drilldown – Each individual PO for..."

New page

Viewpoint Quick Reference

• '''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project
• PO Drilldown – Each individual PO for the specified project is listed in alphabetical order by vendor
• JC Original Estimate – Shows a breakdown of the initial estimate uploaded to VP
• JC Phase Master – Shows the master code list used for all projects
• JC Job Master – Lists important project information such as PM, Super, reviewing consultant/owner, job phase codes, contract items (how is this different from PM Projects?)
• JC Job Phases – Shows code list for all projects (How is this different from JC Phase Master?)
• JC Details – Not sure exactly what this one is for
• JC Cost Projections – Where the PM completes their project forecast
• JC Contract Master – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
• JC Committed Cost Drilldown – Breakdown of all committed costs by project phase code
• JC Change Orders – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
• JC Cost Totals Drilldown – Ability to pull backup for each cost recorded under the project
• SL Compliance – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
• SL Change Order Entry – This is where you go to un-interface subcontract change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
• SL Subcontract Status Report – A breakdown of a subcontractor’s contract amount, and changes paid to the subcontractor to date
• SL Subcontract Entry - Not sure when to use this one?
• PM Firms – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
• PM Project Firms - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
• PM Projects – See note above for JC Job Master
• PM Contracts – See not above for JC Contract Master
• PM Subcontract Detail – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
• PM Subcontracts – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
• PM Issues – Mostly useless. A leger of all potential cost impacts/problems with the project
• PM Change Orders - Not sure when to use this one?
• PM Subcontract Change Orders – Create revisions to subcontractor’s contract amount
• PM Pending Change Orders – Create COQs/PCOs for the client. Can be used as a leger for replacing the issues log
• PM Approved Change Orders – Where approved COQs/PCOs go and become ACOs
• PM Interface – This is the bridge between the project team and accounting. Subcontracts, subcontract change orders, and approved change orders can be interfaced
• PM Submittal Register – List of all shop drawings, samples, mock-ups etc. that are required for the project
• PM Request for Information – List of all questions raised by the contractor/subcontractor to the client/consultants
• Synergy ACA Form (A-2013) – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
• Synergy JC Cost Report By Division – The project forecast report at a certain specified time interval

← Older revision		Revision as of 20:36, 20 June 2023
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	* '''Synergy ACA Form (A-2013)''' – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts		* '''Synergy ACA Form (A-2013)''' – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
	* '''Project Cost and Forecast''' and '''Project Cost and Forecast Letter Size''' – The project forecast report at a certain specified time interval		* '''Project Cost and Forecast''' and '''Project Cost and Forecast Letter Size''' – The project forecast report at a certain specified time interval
		+	[[Category:Viewpoint Fundamentals]]
		+	[[Category:Operations]]

@@ Line 1: / Line 1: @@
-* '''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project
+== Useful Programs ==
-* '''PO Drilldown''' – Each individual PO for the specified project is listed in alphabetical order by vendor
+=== Job Cost ===
 * '''JC Cost Projections''' – Where the PM completes their project forecast
-* '''JC Contract Master''' – Contract items + contract item/bill descriptions are created and assigned here. Fee % (during COQ generation) is calculated here. This module receives changed pushed from PM module, this process is called "Interface".
+* '''JC Contracts''' – Contract items + contract item/bill descriptions are created and assigned here. Fee % (during COQ generation) is calculated here. This module receives changed pushed from PM module, this process is called "Interface".
 * '''JC Change Orders''' – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
-* '''JC Cost Totals Drilldown''' – Ability to pull backup for each cost recorded under the project
 * '''SL Compliance''' – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
 * '''SL Change Order Entry''' – This is where you go to un-interface subcontract change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
 * '''SL Subcontract Entry''' - Not sure when to use this one?
 * '''PM Firms''' – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
 * '''PM Project Firms''' - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
@@ Line 29: / Line 25: @@
 * '''PM Submittal Register''' – List of all shop drawings, samples, mock-ups etc.  that are required for the project
 * '''PM Request for Information''' – List of all questions raised by the contractor/subcontractor to the client/consultants
 * '''Synergy ACA Form (A-2013)''' – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
 * '''Project Cost and Forecast''' and '''Project Cost and Forecast Letter Size''' – The project forecast report at a certain specified time interval

@@ Line 30: / Line 30: @@
 * '''PM Request for Information''' – List of all questions raised by the contractor/subcontractor to the client/consultants
 * '''Synergy ACA Form (A-2013)''' – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
-* '''Synergy JC Cost Report By Division''' – The project forecast report at a certain specified time interval
+* '''Project Cost and Forecast''' and '''Project Cost and Forecast Letter Size''' – The project forecast report at a certain specified time interval

@@ Line 20: / Line 20: @@
 * '''PM Contracts''' – See not above for JC Contract Master
 * '''PM Subcontract Detail''' – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
-* '''PM Subcontracts''' – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
+* '''PM Subcontracts''' – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check. This section can be used to directly add line items to subcontracts or subcontract revisions, one might find this helpful as it saves other steps.
 * '''PM Issues''' – Mostly useless. A leger of all potential cost impacts/problems with the project
 * '''PM Change Orders''' - Not sure when to use this one?

@@ Line 7: / Line 7: @@
 * '''JC Details''' – Not sure exactly what this one is for
 * '''JC Cost Projections''' – Where the PM completes their project forecast
-* '''JC Contract Master''' – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
+* '''JC Contract Master''' – Contract items + contract item/bill descriptions are created and assigned here. Fee % (during COQ generation) is calculated here. This module receives changed pushed from PM module, this process is called "Interface".
 * '''JC Committed Cost Drilldown''' – Breakdown of all committed costs by project phase code
 * '''JC Change Orders''' – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)

@@ Line 15: / Line 15: @@
 * '''SL Subcontract Status Report''' – A breakdown of a subcontractor’s contract amount, and changes paid to the subcontractor to date
 * '''SL Subcontract Entry''' - Not sure when to use this one?
-* PM Firms – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
+* '''PM Firms''' – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
-* PM Project Firms - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
+* '''PM Project Firms''' - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
-* PM Projects – See note above for JC Job Master
+* '''PM Projects''' – See note above for JC Job Master
-* PM Contracts – See not above for JC Contract Master
+* '''PM Contracts''' – See not above for JC Contract Master
-* PM Subcontract Detail – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
+* '''PM Subcontract Detail''' – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
-* PM Subcontracts – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
+* '''PM Subcontracts''' – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
-* PM Issues – Mostly useless. A leger of all potential cost impacts/problems with the project
+* '''PM Issues''' – Mostly useless. A leger of all potential cost impacts/problems with the project
-* PM Change Orders - Not sure when to use this one?
+* '''PM Change Orders''' - Not sure when to use this one?
-* PM Subcontract Change Orders – Create revisions to subcontractor’s contract amount
+* '''PM Subcontract Change Orders''' – Create revisions to subcontractor’s contract amount
-* PM Pending Change Orders – Create COQs/PCOs for the client. Can be used as a leger for replacing the issues log
+* '''PM Pending Change Orders''' – Create COQs/PCOs for the client. Can be used as a leger for replacing the issues log
-* PM Approved Change Orders – Where approved COQs/PCOs go and become ACOs
+* '''PM Approved Change Orders''' – Where approved COQs/PCOs go and become ACOs
-* PM Interface – This is the bridge between the project team and accounting. Subcontracts, subcontract change orders, and approved change orders can be interfaced
+* '''PM Interface''' – This is the bridge between the project team and accounting. Subcontracts, subcontract change orders, and approved change orders can be interfaced
-* PM Submittal Register – List of all shop drawings, samples, mock-ups etc.  that are required for the project
+* '''PM Submittal Register''' – List of all shop drawings, samples, mock-ups etc.  that are required for the project
-* PM Request for Information – List of all questions raised by the contractor/subcontractor to the client/consultants
+* '''PM Request for Information''' – List of all questions raised by the contractor/subcontractor to the client/consultants
-* Synergy ACA Form (A-2013) – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
+* '''Synergy ACA Form (A-2013)''' – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
-* Synergy JC Cost Report By Division – The project forecast report at a certain specified time interval
+* '''Synergy JC Cost Report By Division''' – The project forecast report at a certain specified time interval

@@ Line 4: / Line 4: @@
 * '''JC Phase Master''' – Shows the master code list used for all projects
 * '''JC Job Master''' – Lists important project information such as PM, Super, reviewing consultant/owner, job phase codes, contract items (how is this different from PM Projects?)
-* JC Job Phases – Shows code list for all projects (How is this different from JC Phase Master?)
+* '''JC Job Phases''' – Shows code list for all projects (How is this different from JC Phase Master?)
-* JC Details – Not sure exactly what this one is for
+* '''JC Details''' – Not sure exactly what this one is for
-* JC Cost Projections – Where the PM completes their project forecast
+* '''JC Cost Projections''' – Where the PM completes their project forecast
-* JC Contract Master – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
+* '''JC Contract Master''' – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
-* JC Committed Cost Drilldown – Breakdown of all committed costs by project phase code
+* '''JC Committed Cost Drilldown''' – Breakdown of all committed costs by project phase code
-* JC Change Orders – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
+* '''JC Change Orders''' – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
-* JC Cost Totals Drilldown – Ability to pull backup for each cost recorded under the project
+* '''JC Cost Totals Drilldown''' – Ability to pull backup for each cost recorded under the project
-* SL Compliance – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
+* '''SL Compliance''' – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
 * SL Change Order Entry – This is where you go to un-interface subcontract change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
 * SL Subcontract Status Report – A breakdown of a subcontractor’s contract amount, and changes paid to the subcontractor to date

@@ Line 1: / Line 1: @@
-Viewpoint Quick Reference
+* '''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project
+* '''PO Drilldown''' – Each individual PO for the specified project is listed in alphabetical order by vendor
-•	'''AP Job/WO Transaction Drilldown''' – Find each invoice by vendor/subtrade/employee per project
+* '''JC Original Estimate''' – Shows a breakdown of the initial estimate uploaded to VP
-•	PO Drilldown – Each individual PO for the specified project is listed in alphabetical order by vendor
+* '''JC Phase Master''' – Shows the master code list used for all projects
-•	JC Original Estimate – Shows a breakdown of the initial estimate uploaded to VP
+* '''JC Job Master''' – Lists important project information such as PM, Super, reviewing consultant/owner, job phase codes, contract items (how is this different from PM Projects?)
-•	JC Phase Master – Shows the master code list used for all projects
+* JC Job Phases – Shows code list for all projects (How is this different from JC Phase Master?)
-•	JC Job Master – Lists important project information such as PM, Super, reviewing consultant/owner, job phase codes, contract items (how is this different from PM Projects?)
+* JC Details – Not sure exactly what this one is for
-•	JC Job Phases – Shows code list for all projects (How is this different from JC Phase Master?)
+* JC Cost Projections – Where the PM completes their project forecast
-•	JC Details – Not sure exactly what this one is for
+* JC Contract Master – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
-•	JC Cost Projections – Where the PM completes their project forecast
+* JC Committed Cost Drilldown – Breakdown of all committed costs by project phase code
-•	JC Contract Master – Contract items + contract item/bill descriptions are created and assigned here. Fee % is calculated here (how is this different from PM Contracts?)
+* JC Change Orders – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
-•	JC Committed Cost Drilldown – Breakdown of all committed costs by project phase code
+* JC Cost Totals Drilldown – Ability to pull backup for each cost recorded under the project
-•	JC Change Orders – This is where you go to un-interface approved change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
+* SL Compliance – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
-•	JC Cost Totals Drilldown – Ability to pull backup for each cost recorded under the project
+* SL Change Order Entry – This is where you go to un-interface subcontract change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
-•	SL Compliance – Subtrade signed contracts, insurance policies, and WCB documents are uploaded here to allow for accounting to pay the subcontractors
+* SL Subcontract Status Report – A breakdown of a subcontractor’s contract amount, and changes paid to the subcontractor to date
-•	SL Change Order Entry – This is where you go to un-interface subcontract change orders when you mess them up (Tax code, phase code, $ amounts, incorrect subtrade)
+* SL Subcontract Entry - Not sure when to use this one?
-•	SL Subcontract Status Report – A breakdown of a subcontractor’s contract amount, and changes paid to the subcontractor to date
+* PM Firms – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
-•	SL Subcontract Entry - Not sure when to use this one?
+* PM Project Firms - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
-•	PM Firms – A list of all consultants, clients/owners, vendors, suppliers, subcontractors company wide
+* PM Projects – See note above for JC Job Master
-•	PM Project Firms - A list of all consultants, clients/owners, vendors, suppliers, subcontractors specific to each individual project (project directory)
+* PM Contracts – See not above for JC Contract Master
-•	PM Projects – See note above for JC Job Master
+* PM Subcontract Detail – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
-•	PM Contracts – See not above for JC Contract Master
+* PM Subcontracts – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
-•	PM Subcontract Detail – Starting point for a subcontract. Phase code, cost type, vendor, SL #, contract amount, holdback %, and tax code are assigned here
+* PM Issues – Mostly useless. A leger of all potential cost impacts/problems with the project
-•	PM Subcontracts – Additional detail for subcontracts added here, including scope of work, contract documents, execution date, and subcontract approval. If your subcontract change orders are giving you incorrect values for the subcontract amount, this is the place to check
+* PM Change Orders - Not sure when to use this one?
-•	PM Issues – Mostly useless. A leger of all potential cost impacts/problems with the project
+* PM Subcontract Change Orders – Create revisions to subcontractor’s contract amount
-•	PM Change Orders - Not sure when to use this one?
+* PM Pending Change Orders – Create COQs/PCOs for the client. Can be used as a leger for replacing the issues log
-•	PM Subcontract Change Orders – Create revisions to subcontractor’s contract amount
+* PM Approved Change Orders – Where approved COQs/PCOs go and become ACOs
-•	PM Pending Change Orders – Create COQs/PCOs for the client. Can be used as a leger for replacing the issues log
+* PM Interface – This is the bridge between the project team and accounting. Subcontracts, subcontract change orders, and approved change orders can be interfaced
-•	PM Approved Change Orders – Where approved COQs/PCOs go and become ACOs
+* PM Submittal Register – List of all shop drawings, samples, mock-ups etc.  that are required for the project
-•	PM Interface – This is the bridge between the project team and accounting. Subcontracts, subcontract change orders, and approved change orders can be interfaced
+* PM Request for Information – List of all questions raised by the contractor/subcontractor to the client/consultants
-•	PM Submittal Register – List of all shop drawings, samples, mock-ups etc.  that are required for the project
+* Synergy ACA Form (A-2013) – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts
-•	PM Request for Information – List of all questions raised by the contractor/subcontractor to the client/consultants
+* Synergy JC Cost Report By Division – The project forecast report at a certain specified time interval
-•	Synergy ACA Form (A-2013) – The standard Alberta Construction Association contract template. The template pulls information from PM Subcontract Detail and PM Subcontracts