Workflow for Creating and Linking Projects/Jobs Between Vision and TrafficLIVE
Projects/jobs can be linked between Vision and TrafficLIVE when you run the TrafficLIVE web service.
The following table provides the workflow for creating and linking projects/jobs between Vision and TrafficLIVE:
Step | Description | Location/Notes |
---|---|---|
1. | In TrafficLIVE, create new projects/jobs. |
In TrafficLIVE create new jobs in .
Before you run the TrafficLIVE web service in Vision and send a new TrafficLIVE job to Vision, you must complete the following in TrafficLIVE:
|
2. | In Vision, run the TrafficLIVE web service so Vision will receive new projects/jobs from TrafficLIVE. |
In Vision, click :
|
3. | In Vision, throughout the life of the project/job, complete and modify project/job records that are linked with TrafficLIVE. |
In Vision, in the Project Info Center ( ), accounting personnel complete the required fields before the project/job becomes available for processing timesheets and expenses.You can set up a user-initiated workflow in Vision (TrafficLIVE ID field in the Vision Project Info Center. ) to have an email message sent to the person who needs to complete other fields for the linked projects/jobs in the Project Info Center. The user initiated workflow can be based on theOnly certain fields that you change for a project/job can be updated in TrafficLIVE when you run the TrafficLIVE web service. Those fields are listed in the drop-down list in the Vision Field field in the Fields to Sync grid on the General tab of the TrafficLIVE Web Service form. |
4. | In Vision, throughout the life of the project/job, run the TrafficLIVE web service to update linked project/job records in TrafficLIVE with the changes made in Vision. |
In Vision :
For projects/jobs, most fields, with the exception of Task Name, can be updated only at the project/job level but not at lower work breakdown structure levels. |