General Inquiries

Vista Job Cost Detail Issues

  • 1.  Vista Job Cost Detail Issues

    Posted 06-10-2019 20:08
    I'm not sure if this is a cry for help, a PSA, or a beg for sympathy.   We've recently discovered an error with the JC Detail report in Vista when trying to restrict the report to a range of phase codes.  We were able to use the "Shift" key to select a range of phase codes by job, but found that the report haphazardly excludes phase codes within the range.  Our Job Cost Accountant is very diligent and caught it by comparing to the total JC Detail report for the particular job.  We've ran it multiple times for multiple jobs, and there is always at least one phase code missing - sometimes in the beginning of the range, sometimes in the middle, sometimes in the end.  We've been in touch with Viewpoint and they are "working on it".  Maybe they'll nix that lame cover page on all of these reports too.  Wishful thinking!

    Has anyone experienced this and happen to have a fix?  Really regretting running the 6.18 upgrade.  If you haven't done it yet, I would recommend waiting.

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    Katie Burton CCIFP, CPA
    Controller
    Lydig Construction, Inc.
    Spokane WA
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  • 2.  RE: Vista Job Cost Detail Issues

    Posted 06-10-2019 21:54
    Katie,

    I haven't installed 6.18 for my Vista clients yet, so I haven't experienced the issue. That's unfortunate that support didn't offer a hotfix or help you create a 6.17 copy of the report. I don't see any changes in the Release Notes that should impact the 6.17 version of the report. If you are interested, I'd be happy to help you get a copy of the 6.17 report setup at no charge. This wouldn't replace the 6.18 report, but instead, it would be listed separately as JC Detail 6.17 Version.

    ------------------------------
    Kevin Halme CCIFP
    Constructive Tech Solutions
    Omaha, NE
    www.consttech.solutions
    ------------------------------



  • 3.  RE: Vista Job Cost Detail Issues

    Posted 06-11-2019 11:04
    Thanks for the heads up … I will be paying close attention when I run my reports for May.

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    Loretta Kuust
    Controller
    HP Civil Inc
    Stayton OR
    (541) 720-0527
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  • 4.  RE: Vista Job Cost Detail Issues

    Posted 06-11-2019 20:23
    I have a Vista client who I asked to contact Viewpoint and request a copy of the old JC Detail report from them.  Viewpoint emailed them the Crystal rpt file and instructions on how to install into RP Report Titles.  I have several other clients who are not thrilled about the new JC detail report as well.

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    Ron Mitts
    Owner
    Integrity Business Solutions
    Salem OR
    505803567
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  • 5.  RE: Vista Job Cost Detail Issues

    Posted 06-12-2019 11:21
    ​Hi, we've had similar issues. The new report also does not allow you to select "job phases". It only allow you to select phases from "Phase Master". We asked VP to put the old version back and they did add it back as a "custom report". None of my accountants like the new report. We prefer the old version. Don't forget to share your feedback on the "Suggestion Box". :)

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    Jamie Turner
    Project Accounting Manager
    TriVersity Construction
    Cincinnati OH
    (513) 672-4998
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  • 6.  RE: Vista Job Cost Detail Issues

    Posted 06-12-2019 17:12
    Thanks everyone for your responses!  We worked with Kevin to get a custom report.  As what Jamie said, the issue is the job phase vs. phase master selection.  Once we changed the report to pull from the job specific phases, this seemed to work.  Bonus - no more cover page!  We will be very selective when we update in the future.  Really appreciate everyone's comments.  Such a great group we have!

    ------------------------------
    Katie Burton CCIFP, CPA
    Controller
    Lydig Construction, Inc.
    Spokane WA
    ------------------------------



  • 7.  RE: Vista Job Cost Detail Issues

    Posted 06-13-2019 20:29
    Apologies for the inconvenience - when introducing the new multi-value selection ability on phases for this report with 6.18, the lookup was inadvertently changed.  A correction has been included with the most recent 6.18.05 SP, available for download today.  This SP will be installed on Vista cloud/hosted sites within a week or two.

    ------------------------------
    Gary Gilmore
    Product Manager
    Viewpoint Construction Software
    Portland OR
    (971) 255-4800
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  • 8.  RE: Vista Job Cost Detail Issues

    Posted 06-18-2019 18:42
    It was just brought to my attention and confirmed that the phase lookup fix for the JC Detail report failed to make it into the 6.18.05 SP as reported.  Appropriate steps have been taken to make sure it is included and double checked in the next 6.18 SP.  My sincere apologies for the mix up.

    ------------------------------
    Gary Gilmore
    Product Manager
    Viewpoint Construction Software
    Portland OR
    (971) 255-4800
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  • 9.  RE: Vista Job Cost Detail Issues

    Posted 08-26-2019 15:42
    We've been avoiding the Vista 6.18 update due to the issues with the JC Detail report that were mentioned in this thread.  Can anyone please confirm if the issues have been resolved in subsequent updates to 6.18?  I do not want to commission a custom report to restore the JC Detail functionality that I'm accustomed to in version 6.17.

    ------------------------------
    Lisa Sweat
    Controller
    Gibbs Construction
    New Orleans LA
    (504) 733-7336
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  • 10.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 06:46
    ​I was told by support it is fixed in 6.18.07.

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    Paul West
    Director of Enterprise Applications
    The Middlesex Companies
    Orlando FL
    (407) 206-0077
    ------------------------------



  • 11.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 10:26
    We are on 6.18.10 and the phase issue with the JC Detail report has been fixed.  However the report is pretty much useless to us anymore because you can't enter a range of jobs, you have to enter them individually.  Some of our projects have over a hundred sub jobs so entering individually is impossible.

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    Charlie Watson
    Vice President / Controller
    JB Henderson Construction
    Albuquerque NM

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  • 12.  RE: Vista Job Cost Detail Issues

    Posted 08-28-2019 08:46

    You don't need to choose jobs individually.  Hit F4 for the pulldown list of jobs.  Choose the first one in your range then hit Shift key and the last job in your range.

     

    Roger Whitty | Chief Financial Officer

     

    Williams Company Management Group

    2301 Silver Star Road | Orlando, FL. 32804

    Main:  407.295.2530 | Cell:  407.432.5456 | Fax:  407.297.0459

    Client service is the foundation of our business | www.williamsco.com

     






  • 13.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 10:35
    Edited by Kevin Halme 08-27-2019 10:37
    Lisa,

    I would recommend creating a copy of the JC Detail Report before you upgrade to 6.18. The "custom" copy will remain after the upgrade and you won't need to hire anyone to customize it. That way you can use the new multi-job/phase parameters (in the new report) or the old job/phase range (in the 6.17 copy). Search "How to copy reports in Vista" in the Knowledge Base for instructions on copying the report.

    Best,

    ------------------------------
    Kevin Halme CCIFP
    Constructive Tech Solutions
    Omaha, NE
    www.consttech.solutions
    ------------------------------



  • 14.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 10:37

    If any of you need help with copying the JC Detail report or creating a custom version of it, please let us know.  We'd be happy to help!

     

     

     

    Lisa M. Kahler          

    Consultant/President      
    CCE Group, Inc.
    LisaKahler@CCEGroupInc.com
    (952) 769-7531

     






  • 15.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 10:45
    Thank you all for the comments and responses.
    Kevin, thank you, that is extremely helpful.  We will definitely copy the old version of the report before we update.

    ------------------------------
    Lisa Sweat
    Controller
    Gibbs Construction
    New Orleans LA
    (504) 733-4336
    ------------------------------



  • 16.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 16:45
    Hi Lisa - Viewpoint's JC Detail report is still not functioning properly for us (among some other things).  The copy report from the 6.17 version Kevin helped us with is working great though.  Good luck!

    ------------------------------
    Katie Burton CCIFP, CPA
    Controller
    Lydig Construction, Inc.
    Spokane WA
    ------------------------------



  • 17.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 17:17
    ​How do you get a copy of the 6.17 version if we are already on 6.18?

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    Paul West
    Director of Enterprise Applications
    The Middlesex Companies
    Orlando FL
    (407) 206-0077
    ------------------------------



  • 18.  RE: Vista Job Cost Detail Issues

    Posted 08-27-2019 17:44
    Paul,

    I think Viewpoint Support would provide it for you if opened a support case.  Or if you need it sooner you can contact me via email and I send it to you. Any customer still on 6.17 has the report file.

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    Kevin Halme CCIFP
    Constructive Tech Solutions
    Omaha, NE
    www.consttech.solutions
    ------------------------------