View Billings-To-Date

If you use Vista, Viewpoint Enterprise Cloud (VEC), or Spectrum, the Team project dashboard provides a Billings-to-Date section, which displays an overview of project billings.

Note: Billings-to-Date and Contract Summary reporting must be enabled by Viewpoint. To request this feature, open a Viewpoint support case from ClearView and request Contract Summary and Billings-to-Date for your enterprise.
Note: If you are running Vista on premises (as opposed to VEC), make sure you have installed the latest Vista-Team Connector and Project Communications Database file (Vista_Team_Connector_x.x.x.x.exe and Vista_ProjectCommunicationsDB_x.x.x.x.exe). For update instructions, see Update the Vista-Team Connector.
  • Once enabled by Viewpoint, operational reporting must be activated for your enterprise by the Enterprise Admin. From the Admin Center, activate the Job Cost Reports tool. (Tools > Settings > Job Cost Reports). For details, see Activate or Deactivate Tools for the Enterprise.
  • You must be logged in as an Enterprise Administrator or Project Manager in order to view billings-to-date information.

Billings-to-Date information is automatically imported from your ERP enterprise and is updated once a day after business hours. This visual provides a quick glance of your project billings. Hover over the blue sections in each graph to view a more detailed percentage and calculation details.

Note: If your Team project is mapped to a job, which includes sub jobs, the cost information for those sub jobs will not be reflected in the "Contract Summary at Completion" or "Billings to Date" sections on your project dashboard. In order to see the cost information for the sub jobs, import each sub job separately as a project into Team. Once imported, you can view cost details for each individual project. For details on importing a project, see Import a Project from your ERP (Vista or Spectrum).