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Excel Timesheet Importing to Vista™ – Case Study

Below you will find a case study of how one of our clients came to us with a specific problem and how we were able to solve it with a custom integrated system.

Challenge/Opportunity

A large general contracting and construction management firm performed building and campus site maintenance for two decades for a Fortune 500 company.   The field manager spent tedious hours each week preparing a work order-based time report for each activity performed by the tradespeople.   A new Construction Manager took over campus maintenance and required field hours to be captured daily in spreadsheets.  To invoice the client, the firm was faced with the challenge of getting time from the daily spreadsheets into Vista™ by Viewpoint. 

Solution

SelectView developed an integrated system with the following features:

  1. Billing clerk can tag and pull Excel labor information directly into Vista™.
  2. Imported hours are tagged with the client’s work order number.
  3. Custom invoices can be run from Vista™ in the format required by the client.

Value and Impact

The new system and custom invoices saved the construction manager and the billing clerk each five hours per week for work order implementation, execution and billing processing.  The reduced time resulted in a savings of approximately $17,000 per year in direct labor costs.  This is just one example of how SelectView could further improve your Vista™ experience.  Please call me, Bill Wagnon, directly at 800-931-8062 or email me if these case studies spark additional ideas for how we can help you overcome daily work challenges with Vista™.

Carrie and Jerrome have collaborated on numerous projects, but several have made a huge impact on her and her team.

  • Prevailing wage benefit calculation report – developed for employees who question the amount on their paycheck, specifically for prevailing wage calculations. This report duplicates the payroll routine, highlighting the calculations for each liability, all the fringe benefits and 40lk deductions, showing exactly how the check amount was determined.
  • Sales Forecasting report – supports Sales Process and Project Manager work force projections.  This report provides a projection of working capacity for up to 24 months in the future to ensure they have coverage when bidding large jobs.
  • Davis Bacon compliance for Apprentices requiring to be paid as Journeyman – automated batch process and report to reclassify Apprentice hours to Journeyman hours as required by Davis Bacon, prioritized for Apprentice with earliest start date.  A batch is created with a detailed report for approval before posting.

Working with QUESTEC has been a rewarding partnership. Their challenges have helped us learn and grow, and we’re grateful for the collaboration and trust we’ve developed over the years.
Karen Wagnon is one of the owners of SelectView Data Solutions.  SelectView is a Viewpoint Partner, with the goal of making Vista and Spectrum more efficient.

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