Skip to content
English
Customer portal
Go to Dashboard
  • There are no suggestions because the search field is empty.

Vista (AppXchange) - How do I Sync Subjobs from Vista to SmartBarrel?

This article covers how to link additional Vista jobs to a SmartBarrel project as subjobs.

Subjob Sync

A SmartBarrel project is imported from a single Vista job, its main job. Subjobs let you link further Vista jobs to that same project, so one project and one device can capture time against all of them.

This is useful when several Vista jobs are worked at the same site, or when a shop or yard supports work that is costed to many different jobs.

Navigating to Subjobs

Navigate to Integrations > Vista > Projects and click Edit on the project you want to manage. The SubJobs table sits below the project settings and lists the available jobs with their number, name and status.

Linking a subjob

  1. Use the Search SubJobs field to find the jobs you want.
  2. Tick one or more jobs using the checkboxes on the left of the table.
  3. Click Sync Selected.

Each job shows a Not Synced or Synced badge once the process finishes.

Run a Cost Code Sync afterwards to bring in the phase codes from the jobs you just linked.

Using one job across several projects

A Vista job can be linked as a subjob on more than one SmartBarrel project. A job that is already the main job on one project can also be linked as a subjob on another, and the reverse.

This suits a fabrication shop, yard or service crew that supports many jobs: link that job as a subjob on each project it serves, and crews can clock in against it from any of them.

  • Each project keeps its own cost codes, and time exports to the correct Vista job and phase from every project.
  • Unlinking a job on one project leaves the other projects untouched.

Three rules still apply:

  • The same job cannot be linked twice on the same project.
  • A project's own main job cannot also be one of its subjobs.
  • A SmartBarrel project still has exactly one main job.

When you run a Cost Code Sync on several projects that share a job at the same time, the syncs queue and run one after another. All of them complete.

How subjobs affect cost codes

Every imported cost code carries its Vista job number, as the job number followed by the phase. Because the job number is already part of the code, a subjob's phase codes never clash with the main job's, even when both jobs use the same phase.

Cost types are not part of the code. They decide which phases are imported at all, through Cost Types for Phase Code Sync in your company integration settings.

Each linked job's phase codes are added to the project on the next Cost Code Sync. To check what came across, go to Integrations > Vista > Logs and click Download on a Cost Code Sync entry for the full detail.

Unsyncing a subjob

Click Unsync on the job's row in the SubJobs table. On the next Cost Code Sync, that job's cost codes are deactivated while the main job's cost codes stay active. Time already recorded against them is kept.

FAQ

Does Vista have subjobs?

Vista does not have a built in subjob concept. These are ordinary Vista jobs that you link into one SmartBarrel project.

Can the same job be a subjob on more than one project?

Yes. It can also be a subjob on one project while being the main job on another.

A phase code from my subjob is missing. Why?

Check the Cost Code Sync log under Integrations > Vista > Logs. The usual reasons are that the phase is not active in Vista, or that its cost type is not in the Cost Types for Phase Code Sync list in your company settings.