Vista by Viewpoint Integrated Data

What this page covers: A complete reference mapping every Vista field to its Mosaic equivalent. Use this guide when configuring your integration, verifying synced data, or troubleshooting discrepancies.


Integration type	On-Premise (Direct SQL Server access via replication)
Stored procedures required?	No — read-only access via replicated Vista tables
Setup complexity	Moderate
Configurable fields	4 provision settings (companies list, fee source, budget source, hourly rate source)
Prerequisite	Vista On-Premise Integration Setup

How Data Flows

Vista (SQL Server Replica) → Mosaic Sync Engine (field mapping + cross-company deduplication) → Mosaic (12 synced data types)

The Vista integration connects to a SQL Server replica of your on-premise Vista database. The agent reads directly from Vista's standard tables (no stored procedures, views, or schema changes required). Where the same project or phase exists in multiple companies (JCCo), Mosaic deduplicates and keeps the lowest-numbered company's copy.

Integrated Data Types

The integration syncs 12 data categories from Vista into Mosaic:

Data Type	Description
Members	Employee name, email
Clients	Customer records from Accounts Receivable
Projects	Job records (number, dates, status, contract amount, client, currency)
Phases	Job-phase breakdowns under projects with cost aggregation
Time Entries	Cost detail entries — both posted and unposted (hours, project, phase, employee, hourly rate)
Standard Roles	Roles derived from Vista Class + Craft combinations
Member Roles	Default role per Member based on the employee's Class and Craft assignments
Rate Groups	Rate Tables grouped per company
Rates	Individual rate entries within a Rate Group, keyed by Class + Craft
Entity Rates	Links a Rate Group, Role, and Rate together
Member Bill Rates	Per-employee billable rates with effective date ranges (requires `budEmpRates` table)
Currency Exchange Rates	Currency conversion rates with effective date ranges (multi-currency customers)

This list may expand as new features are added.

Not Synced

Data Type	Description
Departments	Departmental groupings within a member
Offices / Regions / Locations	Member or project organizational unit assignments
Work Categories / Activities	Time-entry activity codes — `targetActivityId` is not surfaced
Cost Rates	Member and Role-level cost rates — only charge rates are synced
Work Plans	Vista does not surface a resource-planning entity that Mosaic can sync as Work Plans
Project Manager assignments	Not mapped from Vista
Consultant / Expense / Labor breakdowns	Only the lump `ContractAmt` is sent — the Labor / Consultant / Expense subtotals are not synced
Portfolios	Not mapped from Vista
Invoices / AR billing data	Not mapped from Vista
Project / Phase Archived flag	No source-side archived flag is read — Mosaic-side archive is driven by deletion detection during sync
Time-entry Billable flag	Not propagated — Vista charge-type → Mosaic billable mapping is not wired up
Time-entry Posted vs Unposted status	Both flow into Mosaic — the distinction is not preserved on the Mosaic time-entry record

Reading the Field Mapping Tables

Symbol legend for technical tables

The Technical Reference tabs below use a shorthand notation for Vista database tables.

Symbol	Meaning	Example
`.`	Database table field reference	`bPREH.FirstName` = the `FirstName` column from the `bPREH` (PR Employee) table
`•`	Values combined into one composite value	`bJCCM.JCCo` • `bJCRT.RateTemplate`
`or`	Configurable — an integration setting selects which	`bJCCM.ContractAmt` or `SUM(bJCCP.CurrEstCost)` depending on Fee Source setting

Vista Table Reference

Table	Full Name	Used For
`bPREH`	PR Employee Master	Members, Member Roles
`bARCM`	AR Customer Master	Clients
`bJCJM`	JC Job Master	Projects
`bJCCM`	JC Contract Master	Projects (contract status, amount, dates, client)
`bJCJP`	JC Job Phases	Phases
`bJCCP`	JC Cost by Period	Phase fee/budget aggregation
`bJCCD`	JC Cost Detail	Time Entries
`bJCRT`	JC Rate Table	Rate Groups, Entity Rates
`bJCRD`	JC Rate Detail	Rates, Entity Rates, Roles
`bHQCO`	HQ Company	Currency code lookup (`udCurrency` custom field)
`budEmpRates`	Bud Employee Rates	Member Bill Rates (and optional time-entry hourly rate)
`budFXRates`	Bud FX Rates	Currency Exchange Rates

Members

What Syncs to Mosaic	Where It Comes From in Vista
Employee ID	The unique employee identifier from Payroll
First Name	The employee's first name
Middle Name	The employee's middle name
Last Name	The employee's last name
Email	The employee's primary email address

Important: Email is required

Only employees with a non-null Email are synced. Employees with no email address in Vista will not appear in Mosaic until an email is added.

Clients

What Syncs to Mosaic	Where It Comes From in Vista
Client ID	The unique customer identifier
Client Number	The customer's business number
Client Name	The customer name from AR

Projects

What Syncs to Mosaic	Where It Comes From in Vista
Project ID	The unique job identifier
Project Number	The job number
Project Name	The job description
Client	The customer linked to the contract
Start Date	The contract's start month
End Date	The contract's actual close date
Status	Active if the contract is Open; Complete if Closed
Fee	The contract amount — only when Fee Source = "Contract Amount" (default). When Fee Source = "Total Cost", project Fee is aggregated from phases.
Estimated Cost (Budget)	The contract amount — only when Budget Source = "Contract Amount". When Budget Source = "Total Cost" (default), budget is aggregated from phases.
Currency Code	The currency assigned to the company (from the Unispace custom field, if present)

Cross-company deduplication

If the same job appears in multiple Vista companies, Mosaic keeps the version from the lowest-numbered company.

See the Visual Settings Guide for the Fee Source and Budget Source toggles.

Phases

What Syncs to Mosaic	Where It Comes From in Vista
Phase ID	A composite of the parent job and phase identifier
Phase Name	The phase description
Phase Number	The phase identifier
Parent / Project	The parent job
Status	Active if the phase is marked active; Not Started otherwise
Fee	Aggregated current cost across cost periods — only when Fee Source = "Total Cost" (otherwise null)
Estimated Cost (Budget)	Aggregated current cost — only when Budget Source = "Total Cost" (default) (otherwise null)

Phase dates (start/end) are not synced from Vista.

Cross-company deduplication applies to phases the same way as projects — the lowest-Co version wins.

Time Entries

What Syncs to Mosaic	Where It Comes From in Vista
Time Entry ID	A composite of company, job, phase, cost type, month, and cost transaction number
Date	The actual date of the time entry
Employee	The employee who logged the time
Project	The job the time was logged against
Phase	The phase the time was logged against
Hours	The hours recorded
Hourly Rate	Calculated from actual cost / actual hours or sourced from the Custom Bill Rate Table (configurable)
Description	The cost detail description

Posted and Unposted entries both sync

Vista's posted vs. unposted distinction is not filtered or preserved. Both posted and unposted cost-detail rows flow into Mosaic. Mosaic deletes entries from its store if they disappear from Vista on a subsequent sync (e.g. if a row is reposted under a different ID).

See the Visual Settings Guide for the Time Entry Hourly Rate Source setting.

Standard Roles

Roles are derived from the unique combinations of Class and Craft in Vista's Job Cost Rate Detail table.

What Syncs to Mosaic	Where It Comes From in Vista
Role ID	A composite of Class and Craft
Role Name	Combined Craft and Class label

Member Roles

What Syncs to Mosaic	Where It Comes From in Vista
Member Role ID	A composite of the employee, Craft, and Class
Employee	The employee this role assignment belongs to
Role	The Craft + Class combination assigned to the employee
Override Roles	Always `false` — Member Roles do not override existing Mosaic role assignments

Rate Groups

What Syncs to Mosaic	Where It Comes From in Vista
Rate Group ID	A composite of company and rate template
Rate Group Name	Combined company number and rate template description
Active Entity Type	Always Role — all Vista rates are by Craft + Class
Currency Code	The currency assigned to the company (if the Unispace currency field is present)
Is Default	Always `false`

Rates

What Syncs to Mosaic	Where It Comes From in Vista
Rate ID	A composite of company, rate template, Class, and Craft
Rate Amount	The new rate value from the Rate Detail
Rate Description	A human-readable label including company, rate template, Class, Craft
Currency Code	The currency assigned to the company (if available)
Is Cost Rate	Always `false` — only charge rates are synced

Entity Rates

What Syncs to Mosaic	Where It Comes From in Vista
Entity Rate ID	A composite of company, rate template, Class, and Craft
Rate Group	The parent Rate Group
Role	The Craft + Class combination this rate applies to
Rate	The linked Rate entry
Is Cost Rate	Always `false`

Member Bill Rates

Member Bill Rates require the budEmpRates table to exist on your Vista instance. If the table is missing, this data type is silently skipped.

What Syncs to Mosaic	Where It Comes From in Vista
Bill Rate ID	A composite of employee, effective date, and end date
Employee	The employee the bill rate applies to
Rate Amount	The billable rate value
Rate Description	The notes attached to the bill rate
Start Date	The effective-from date
End Date	The effective-to date

Cross-company precedence: When the same employee has bill rates with identical effective dates across multiple companies, the lower-numbered company's rate wins.

Currency Exchange Rates

What Syncs to Mosaic	Where It Comes From in Vista
Source Currency	The currency being converted from
Destination Currency	The currency being converted to
Exchange Rate	The conversion rate
Start Date	The effective month for the rate
End Date	Calculated as the day before the next rate's effective date for the same currency pair

Currency Exchange Rates are only relevant for multi-currency Vista deployments.

Configurable Fields at a Glance

These fields can be configured via integration settings. Refer to the Visual Settings Guide for the full setting list and defaults.

Entity	Field	Available Sources
Project / Phase	Fee	`bJCCM.ContractAmt` (Project only) or `SUM(bJCCP.CurrEstCost)` (Phase only)
Project / Phase	Estimated Cost / Budget	`bJCCM.ContractAmt` (Project only) or `SUM(bJCCP.CurrEstCost)` (Phase only)
Time Entry	Hourly Rate	`bJCCD.ActualCost / bJCCD.ActualHours` or `budEmpRates.BillableRate` (most recent for date)
All data types	Companies scope	`JCCo / PRCo / Co IN (Companies List)` — which Vista companies the agent reads from

Troubleshooting & FAQ

Why are some employees missing from Mosaic?

Employees are only synced when their bPREH.Email is non-null. Employees with no email address in Vista will not appear in Mosaic until an email is added.

Why don't I see projects from all my Vista companies?

The integration only reads from the companies listed in your Companies List setting (see the Visual Settings Guide). Ask your CSM or Solutions Engineer to add additional Co IDs if needed.

Why do project fees show as zero or null on phases (or vice versa)?

The Fee Source setting controls whether fees come from the contract amount (Project only) or the cost-by-period rollup (Phase only). The same project/phase will not have a fee from both sources — by design.

Where do time-entry hourly rates come from?

The Time Entry Hourly Rate Source setting selects between:

Actual Cost / Actual Hours (default): bJCCD.ActualCost / bJCCD.ActualHours
Custom Bill Rate Table: the most-recent budEmpRates.BillableRate effective on or before the entry's date

If your instance does not have an ActualCost column, the calculated rate will be null when using the default source.

Are posted and unposted time entries both synced?

Yes. The agent does not filter on PostedDate. Both flow into Mosaic, and the posted/unposted distinction is not preserved.

Why don't I see Bill Rates synced?

Member Bill Rates come from the Unispace custom budEmpRates table. If your Vista instance does not have that table, Bill Rates will be silently skipped. You can add Bill Rates manually in Mosaic in that case.

Why are some Rate Groups / Roles missing?

Rate Group, Rate, Entity Rate, and Role syncing is gated on the bJCRD table existing. Roles and Member Roles additionally require Class and Craft columns. If your Vista schema doesn't have these, those data types are silently skipped.

Why do project / phase IDs duplicate across companies?

They don't — the agent deduplicates Projects and Phases across companies and keeps the lowest-numbered company's record. Bill Rate dedup uses the same lowest-Co-wins rule.

Can I rename field labels in Mosaic to match my Vista custom labels?

No. Custom field name changes in Mosaic to match Vista labeling are not supported as a standard integration feature.

I need a data source or field that isn't listed here.

Any integration not listed in this documentation is considered a customization and is charged at an hourly rate. For more information, see Integration Requests.

Vista Documentation Links

Topic	Link
Vista Product Site	Vista by Viewpoint
Vista Online Help	Vista Help
Trimble (formerly Viewpoint) Support	Trimble Help