ProjectSight Integration with Spectrum
With this integration enabled and configured, you can sync project financial data between ProjectSight and Spectrum, keeping your records up to date across both applications and eliminating dual entry.
Integration Requirements
- Access to both Spectrum and ProjectSight.
- A Trimble Construction One subscription to Spectrum. (This integration is not available to on-premises customers.)
Integrated Workflows
The integration currently supports the following workflows:
- Project Setup
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Link Spectrum jobs to ProjectSight projects. For details, see Link a Job from Spectrum to a ProjectSight Project.
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Import or link Spectrum customers and vendors to ProjectSight companies. For details, see Link a Customer / Vendor from Spectrum to a ProjectSight Company.
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- Budget Management
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Automatically create ProjectSight budget codes for each Spectrum phase code and cost type, and automatically create Spectrum phase codes and cost types for each ProjectSight budget code. Automatically sync modifications to budget estimates between the systems. For details, see Sync Job Phase and Cost Type Records Between Spectrum and ProjectSight.
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- Commitments
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Manually send ProjectSight subcontracts to Spectrum (authorized users only). For details, see Send Subcontracts from ProjectSight Into Spectrum.
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Manually send ProjectSight purchase orders to Spectrum (authorized users only). For details, see Send Purchase Orders from ProjectSight Into Spectrum.
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Records in Spectrum and ProjectSight
Spectrum and ProjectSight have different terminology to refer to certain records, processes, and data. See the following table for the associated terms.
| Spectrum Record Name | ProjectSight Equivalent |
|---|---|
| Job Cost Jobs | Project |
| Accounts Receivable Customers | Company |
| Accounts Payable Vendors | Company |
| Job Phase | Budget Items |
| Subcontracts | Contract (with type set as subcontract) |
| Purchase Order | Purchase Order |
ProjectSight Help: For more ProjectSight-specific information about integrating with an ERP, see the ProjectSight Help on ERP Integration.
