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Viewpoint Vista Integration

Clearstory’s Viewpoint Vista integration allows you to seamlessly sync Change Order Requests (CORs) and Pending Change Orders (PCOs) between Clearstory and Vista

Table of Contents

  1. Overview

  2. Demo Videos

  3. Key Benefits

  4. Requirements

  5. Setting Up the Integration

  6. How to Push CORs Into Vista

  7. General Contractor Workflow
  8. Specialty Contractor Workflow

  9. How the Sync Works

  10. Vista Sync Statuses

  11. Field Mapping Tables

  12. Troubleshooting

  13. Permissions

  14. Glossary

Overview

Clearstory’s Viewpoint Vista integration allows you to seamlessly sync Change Order Requests (CORs) and Pending Change Orders (PCOs) between Clearstory and Vista using Trimble App Xchange (formerly Ryvit).
This integration eliminates manual data entry, keeps job cost structures aligned, and ensures financial accuracy across systems.

The integration supports two workflows:

  • General Contractors (GCs): Push received subcontractor CORs into Vista as lump-sum PCO Items.

  • Specialty Contractors (SCs): Push created CORs into Vista as either lump-sum or a cost-breakdown format.

Demo Videos

🎥 Specialty Contractor Demo

 

🎥 General Contractor Demo

 

Key Benefits

For General Contractors

  • Instantly sync subcontractor CORs into Vista

  • Reduce manual administrative work

  • Maintain accurate forecasting and PCO visibility

For Specialty Contractors

  • Push CORs you create inside Clearstory into Vista

  • Choose between lump-sum or detailed cost-breakdown formats

  • Maintain accurate job cost coding

Shared Benefits

  • Reduce double entry and costly errors

  • Keep Vista and Clearstory in sync

  • Improve transparency across teams and systems

Requirements

Clearstory

  • Clearstory Professional license

  • Integration enabled at account and office level

Viewpoint Vista

  • Active Project Management module (PCOs)

  • Vista Company Number

Trimble App Xchange

  • Installed Xchange Agent

  • Technical contact

  • SQL and API credentials provided to Trimble

Setting Up the Integration

  1. Open Project Settings → Viewpoint Vista

  2. Select the appropriate Vista job

  3. Click Save

After mapping, you will see:

  • Vista PCOs inside Clearstory

  • Synced Vista cost codes and cost types

  • The Push to Vista button in the COR Log

How to Push CORs Into Vista

The push workflow contains two major steps:

STEP 1 — Select or Create a Vista PCO (Same for GCs & SCs)

1A — Select COR(s)

  • Navigate to the COR Log (Sent or Received tab)

  • Select one or more CORs

  • Click + VISTA

1B — Choose an Existing PCO

A modal displays Vista PCOs, including:

  • PCO Type

  • PCO Number

  • Description

  • Status

You may filter by:

  • PCO Type

  • PCO Status

  • Description

1C — Create a New PCO (If Needed)

Enter:

  • Job

  • Description

  • PCO Number (auto-generated)

  • Order Date

  • Submitted Date

  • Status

After selecting a PCO, proceed to Step 2.

STEP 2 — Workflow by Role

General Contractor Workflow

(Received CORs → Lump-Sum Items)

GCs typically receive CORs from subcontractors. These are pushed into Vista as lump-sum PCO Items.

2A — Assign Cost Code & Cost Type

Select, per COR:

  • Subcontract

  • SL Item

  • Cost Code

  • Cost Type

  • Phase Code

2B — Push to Vista

Clearstory creates:

  • One PCO Item per COR

  • Lump-sum estimate detail = COR Total

  • Coding based on your selections

2C — After the Push

  • Vista column shows the assigned PCO number

  • COR status updates to Assigned

Specialty Contractor Workflow

(Created CORs → Lump Sum or Breakdown)

SCs create CORs directly inside Clearstory and may choose the push format.

2A — Choose Push Format

Option 1 — Lump Sum

  • One PCO Item

  • One estimate detail for the COR Total

Option 2 — Sub Total Breakdown

Creates detail lines for:

  • Labor

  • Materials

  • Equipment

  • Other

  • Markups (if applicable)

2B — Assign Cost Code & Cost Type

Selections apply to all estimate detail lines.

2C — Push to Vista

Clearstory sends:

  • Lump sum → 1 detail line

  • Breakdown → multiple detail lines

2D — After the Push

  • Vista column shows the PCO number

  • COR becomes fully synced and cannot be pushed again unless edited

How the Sync Works

Vista → Clearstory (Inbound Sync)

Clearstory polls Vista every 15 minutes to pull:

  • PCOs

  • PCO statuses

  • Cost codes & cost types

  • Vista job metadata

Expected behavior:
Changes in Vista may take up to 15 minutes to appear in Clearstory.

Clearstory → Vista (Outbound Sync)

When you push a COR:

  • Expected completion: 2–3 minutes

  • COR shows Syncing during processing

  • Once confirmed, status becomes Assigned

If Vista or Trimble does not respond, the sync will show Failed.

Vista Sync Statuses

 

You can filter CORs in the COR Log by these statuses.

How Clearstory Maps Data Into Vista (Simplified)

Lump-Sum CORs

  • COR Title + COR Number → PCO Item Description

  • COR Total → Estimate Amount

  • Selected Cost Code & Type → Vista coding

Breakdown CORs

Each subtotal becomes its own Vista Estimate Detail line:

  • Labor

  • Materials

  • Equipment

  • Other

  • Markups

Detailed Field Mapping Tables

Below are the complete field mappings exactly as defined in the feature specification.

📘 GC Workflow — Received Lump-Sum COR Mapping

Pushing a Received Lump Sum COR

 

📘 SC Workflow — Sent Lump-Sum COR Mapping

Pushing a Sent Lump Sum COR

 

📘 SC Workflow — Sent Subtotal Breakdown COR Mapping

Pushing a Sent Sub Total COR

Troubleshooting

My PCO isn't showing in Clearstory

  • Only PCOs with Pending Status = 0 are shown

  • Wait for the 15-minute sync interval

Why did my push fail?

Possible reasons:

  • Invalid Vista credentials

  • Missing cost codes or cost types

  • Trimble/Xchange connection issues

  • Unmapped project

After fixing the issue, click Retry.

The COR is stuck on Syncing

  • Processing delays are possible

  • If it stays in Syncing for more than ~7 minutes, check project mapping or cost coding

Can I repush a COR?

Yes — if a push fails or after editing a COR.

Permissions

 

Glossary

  • COR — Change Order Request

  • PCO — Pending Change Order

  • SL Item — Subcontract Ledger Item

  • Cost Code / Cost Type — Vista’s job cost coding structure

  • Estimate Detail — Line items inside Vista PCO Items

  • Trimble Xchange Agent — Connector between Clearstory and Vista