General Options (Viewpoint Vista)

To ensure that Viewpoint for Estimating is configured to create the Vista CSV file, follow the steps below:

  1. First, in the main Trimble Estimation screen, go to File > Options > General Options. The Options window displays.
  2. Select the Accounting Integration tab.
  3. If the ViewpointVista option is not active, select it by clicking the circle beside it.  Additional Task Code Structure options display in the window.  These options allow you to define the Task Code Structure you wish to use.

  1. In the Task Code Structure section, choose how many levels of breakout you wish to use for your cost codes. If you choose two or more levels, further options become available that allow you to set each level’s field length. You can also choose the source of each Task Code Segment via the Source fields.
To illustrate how the field lengths work, consider the following Closedexample.  The Mask field changes depending on  the entries in the breakdown and length fields.

 If you set up a Two Level Breakout with the first Level Field Length set to 2 and the second Field Length to 7); the levels would be interpreted in the following way:

Therefore, using this example, the program will look for the first two digits in a Task Code to determine its Header: a general grouping of items (i.e. 01 = General Conditions).  Afterward, the program will move on to read the next seven digits of the code to determine the Sub-item: the specific item listed under the general grouping (i.e. 010200200 = Permits).

When finished, click OK to close the Options window.