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Categories Integrations
Created by Mercedes Green
Created on Mar 31, 2026

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Vista Original Estimate Updates Need to Update ProjectSight Budgets

We do not have our core cost budget until months after the projects starts. We must enable the Vista integration so that we can do all the site office purchases, start to enter contracts etc. That means all the budget codes are in ProjectSight iwhtout an original cost budget.

When we do get the budgets and update them in Vista, because the integration does not update, we have to manually change the Original Budgets in ProjectSight for each one. It's a lot of work. Yes we can use the export import, but that requires them to all be unapproved first, imported, then update and import again.

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