Budget Line Items (JC Original Estimates)

Visual Mapping

Partial Cost Code Matches

When Budget Line Items are synced to Vista, a Phase Code (Cost Code) is added for a Project (i.e. to JC Job Phase Codes). In order for it to be added, it must either:

1. Fully-match a Phase Code in the Company list of Phase Codes (i.e. in JC Phase Codes), or
2. Match the first N characters of a Phase Code in the Company-list of Phase Codes, where N is determined by the below setting in Vista JC Company Parameters.

In the above example, if the first six characters of a Phase Code in a Budget Line Item match a Phase Code in the Company list, Vista will consider the Phase Code valid and add it to the Project's list of Phase Codes (i.e. to JC Job Phase Codes).

Common Errors

Locked Job Phases

You may encounter an error like the following when attempting to sync Budget Line Items:

This error is from a setting on the Job being enabled that locks Phases for the Job so that only those phases/cost types assigned to this job (in JC Job Phases or JC Job Original Job Estimates) can be used when posting committed or actual costs in the Accounting modules.

To resolve this error:

1. In Vista's Job Cost module, go to JC Jobs and then the the Job record.
2. Unselect the "Phases on This Job Are Locked" checkbox:

3. Resync the record.