Operational Reporting Terms for Vista Integration

Find information about terms and values that appear in Contract Summary and Billings-to-Date reporting in Team.

Note: Values for some Contract Summary or Billings-to-Date terms are mapped to a Vista table, as shown below, and some are calculated by Viewpoint Team.

Contract Summary Terms

Contract Value
This value is determined by adding any change orders that have occurred to the original value of the contract.
  • Contract Value: The current estimated value of the contract.
  • Original Value: Original value of the contract.
  • Projected Value: Projected value of the contract. Note if the Projected Value is zero, it will be set to the current Contact Value.
Term Vista table.field
Contract Value JCID - Job Contract Cost Detail. ContractAmt
Original Value JCID - Job Contract Cost Detail. OrigContractAmt
Projected Value JCID - Job Contract Cost Detail. ProjDollars
Est Cost
The original estimated costs of the contract plus change orders.
  • Est Cost: The current estimated cost of the contract.
  • Original Est Cost: Original estimated final cost of the contract.
  • Projected Est Cost: Projected final cost of the contract.
Term Vista table.field
Est Cost JCCD - Job Cost Detail.CurrEstCos
Original Est Cost JCCD - Job Cost Detail.OrigEstCost, JCTransType=OE
Projected Est Cost JCCD - Job Cost Detail.ProjCost
Est Profit

This value is determined by subtracting costs from the revenue.

  • Est Profit: The current estimated final profit for the contract. Calculated by Team as follows:

    Est Profit=(Contract Value-Est Cost)

  • Original Est Profit: Original estimated final profit of the contract. Calculated by Team as follows:

    Original Est Profit=(Orginal Contract Value-Original Est Cost)

  • Projected Est Profit: Projected final profit of the contract. Calculated by Team as follows:

    Projected Est Profit=(Projected Contract Value-Projected Est Cost)

Est Margin

This value is determined as follows: (Current Contract Value minus the Current Estimated Cost) divided by the Current Contract value.

  • Est Margin: The current estimated profit margin of the contract. Calculated by Team as follows:

    Est Margin=(Est Profit)/(Contract Value)

  • Original Est Margin: Original estimated final margin of the contract. Calculated by Team as follows:

    Original Est Margin=(Original Est Profit)/(Original Contract Value)

  • Projected Est Margin: Projected estimated final margin of the contract. Calculated by Team as follows:

    Projected Est Margin=(Projected Est Profit)/(Projected Contract Value)

Billings-To-Date Terms

Billed
This amount is determined by dividing the Billed to Date value by the Current Contract value. Calculated as follows:

% Billed = (Billed-to-Date)/(Current Contract Value)

Billed to Date
This value shows the amount of the contract that has been billed to date.
Vista table.field
JCID.BilledAmt
Cost to Date
This is the job-to-date actual cost amount for the project.
Vista table.field
JCCD.ActualCost
Over/Under Billed
This value is determined by subtracting the Revenue to Date from the Billed to Date amount. Calculated by Team as follows:

Over/Under Billed = (Billed-to-Date)-(Revenue to Date)

Complete
This percentage is determined by dividing the Cost to Date by the Projected Final Cost. Calculated by Team as follows:

% Complete = (Cost to Date)/(Projected Final Cost)

Received to Date
This is the contract payment amount that has been received.
Vista table.field
JCID.ReceivedAmt
Revenue to Date
This amount is determined by multiplying the percentage Complete by the Projected Contract Value.
Vista Formula
Revenue to Date = (% Complete) x (Projected Contract Value)
Retainage
This value shows the current amount retained.
Vista table.field
JCID.CurrentRetainAmt
Profit fade/gain
This is determined by subtracting the original estimated margin from the projected estimated margin.

Profit fade/gain =(Projected Est Margin)-(Original Est Margin)