Imports and Integrations

File Imports:

• Purpose: Used for importing your resource planning data from your other ERP, accounting, HR, or construction management systems.

• How to: 

  • Download the Import Template under “File Imports”

  • Add your data into the template mapped to the correct columns

  • Import the template with your data

  • Review for any errors and re-import if necessary

  • Finalize Import to add/update the data into the system

Notes: 

• If the Vista sync is configured for a company's environment, File Imports is not necessary.

• If there is a failure in an import, the specific data lines causing the lag will not be imported.

Import Settings:

• Purpose: This page allows users to list the specific fields they would like updated with each import and sync from their other applications.  By default, there are no fields listed meaning that new data will be inserted once on import, but there will never be updates to it.

• How to: 

  • Select "Add New" 

  • Select a datagrid, such as Employee, Crew, Asset, Job, Labor Type, or Time Off. 

  • Select what information to update in that datagrid each import/sync.

  • Phase and Job Phase imports are now supported.

  • Exceptions to this are the following areas that will always be updated on every import/sync.

    • Jobsite Budgets

    • Jobsite Budgets By Month

    • Jobsite Revenue

    • Jobsite Revenue By Month

    • Job Actual Hours

    • Job Departments

    • Cost Types

    • Jobsite CO Header

    • Jobsite CO Detail

    • Customer Name Field

Data Purge

• This is a new page that can be found in Admin Tenant Settings under Imports and Integrations.

• Purpose: This page allows admin users to select data and delete it completely from the system. This is beneficial for admins who aren't using all the settings and want to declutter their views.

• How to: After navigating to the Data Purge page, admin users can select the checkboxes next to record types and select specific filters of deletion. Once the desired records are selected, a progress bar will show at the top of the page,  clarifying to the admin which records have been selected. 

  • Click ‘Purge Selected’ to Delete. Note: Once permanently deleted, these features will no longer be available.

• Added Different Details to Specific selection records table

  • Jobsite Budget 

    • Job Number - Sitename - Phase Code - Phase Description - Cost Type - Cost Type Description

  • Jobsite Revenue

    • Job Number - Sitename - Contract Item - Contract Item Description

  • Projection header 

    • Job Number - Sitename - Month/Year

  • Request

    • Job Number - Sitename - Phase - Begin/End Dates - % Allocated - Resource Type - Resource Category - Assigned Resource or Unassigned

  • Time off 

    • Employee Name - Employee Number - Leave Request - Day - Hours

  • Daily Assignment 

    • Day - Job Number - Site Name - Forecast Labor Type Description - Assigned Resource

  • Jobsite Budget By Month

    • Job Number - Sitename - Phase Code - Phase Description - Cost Type - Cost Type Description - Month

  • Jobsite Revenue By Month

    • Job Number - Sitename - Contract Item Number - Contract Item Description - Month

  • Jobsite Change Order

    • Job Number - Site Name - Change Order ID - Change Order Description

  • Jobsite Budget Group Detail 

    • Job Number - Sitename - Budget Group Description - Record Type - Record Description

Integrations:

• Purpose: This configuration panel lets admins connect and sync company data to ProjectSight so that data can flow between them automatically.

  • Note: If the customer is not using ProjectSight, then disregard this section.

• How To:

• Enable Integration (toggle)

  • Turning this on activates the connection

• API App Name

  • A label users give this integration (e.g., company or project name)

• Consumer Key & Consumer Secret

  • These are API credentials provided by ProjectSight

  • They act like a username/password for system-to-system communication

• Show button

  • Lets users reveal the hidden credentials

• Test Connection

  • Verifies that the provided credentials work and the systems can talk to each other.

Once enabled, the system will pull specific data from ProjectSight so they can be mapped to the records in Resource Planning.

• On Employee records, admins will see a ProjectSight page where they can map Resource Planning Employee records to ProjectSight Users

• On the Job records, admins will see a ProjectSight page where they can map Resource Planning Job records to ProjectSight Jobs

• On the Position records, admins will see a ProjectSight page where they can map Resource Planning Positions to ProjectSight Security Roles and/or Class

• On the Labor Type records, admins will see a ProjectSight Page where they can map Resource Planning Labor Types to ProjectSight Trade

Once these records are mapped, Resource Planning will do the following:

1. Each morning at 12AM, Resource Planning will send a Daily Report to ProjectSight listing the Employees and number of hours worked based on the assigned schedule in Resource Planning

2. When a new long-term assignment is made to a position that is linked to a ProjectSight Security Role, Resource Planning will assigned that ProjectSight User to the selected job for the Security Role linked to the Position.

   1. This is important if you have tight Project Sight security down to the Job level instead of the Portfolio level.
      
      

API Docs:

This tab shows the Application Programming Interface (API) which is the set of rules that allows the software to communicate, share data, and provide seamless integration of the tools and systems used in construction workflows. Projection Spread has been recently optimized.

Instead of using the Out-of-the-Box Vista Sync, customers can configure custom integrations using these resource planning APIs.

• Example:

  • Sending data from a data lake to resource planning.

• Additionally, Get APIs are available for the following areas:

• Employees

• Jobs

• Assets

• Resource Segments

• Projection Headers

• Projection Details

• Projection Spreads

• Projection Categories

• Labor Forecasts

• Asset Forecasts

• Change Order Export

• Unit Correction Export

• Cost Projection Export

• Revenue Projection Export

Recent API Updates have improved the user experience. There is a new date/time field on the Tenant table: “Last Data API Sync.” Anytime there is an API data sync, this field will update to the time that sync ran. 

• API’s: 

  • Added more details to the Projection Snapshot Export

    • Parameters

      • External Jobsite ID

      • Job Number

    • Projection Header

      • External Jobsite ID

    • Long Term

      • External Jobsite ID

      • Allocation %

    • Short Term

      • External Jobsite ID

      • External Asset Category ID

      • External Labor Type ID

      • Budget Group Description

      • Budget Code (only for assets)

        • Added new fields for the breakdown of budget code to snapshotted data.

          • Job Number

          • Phase Code

          • Cost Type

          • Cost Type Desciption

  • Projected Resources: Additional Data returned

    • Fields added to Returned Data

      • External Jobsite ID

      • Labor Type (if NULL-Labor Type Description=General)

      • Work Schedule Daily Hours

      • Override Rate

      • Override Schedule Description

      • Override Schedule Daily Hours

      • Phase Description

      • Budget Group Description

• Export APIs: 

  • Now has additional functionality and parameters in Cost Projections

    • Cost Projection Exports

    • Revenue Projection Exports

    • Change Order Exports

    • Unit Correction Exports

  • Cost Projection Header Fields (optional parameters)

    • Status

    • Month

    • Job

    • Projection Header ID

  • Available to Export

    • Status

    • Month

    • Job

    • Projection Header ID