Information Synchronized from Vantagepoint to PIM

You can integrate Vantagepoint projects, firms, employees, contacts, and marketing campaigns with Project Information Management (PIM).

With this integration, you can easily view, add, and modify documents associated with Vantagepoint records from a new PIM Documents tab embedded in each of the hubs, eliminating the need to click between two different programs.

Vantagepoint fields that are mapped to PIM fields continue to be maintained in Vantagepoint. PIM is updated immediately when you save changes.

Project

Information for projects that you add in the Projects hub in Vantagepoint are sent to PIM. Note that only information that applies to the project (WBS1) level of the work breakdown structure is synced. Phases and tasks do not sync to PIM.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
PR	PIMID	External_Entity_Map		Unique GUID to identify the project.
PR	WBS1	Project	Code	Project (WBS1) number
PR	Name	Project	Name	Project short name
PR	LongName	Project	Description	Project long name
PR	Address1 + Address2 + Address3 + City + State + Zip + Country	Mailing_Address	Address	Project location. Vantagepoint sends the address fields as a concatenated string. Note that the PR table only contains a country code, but Vantagepoint retrieves and sends the associated country name.
PR	City	Project	Town	Location city
PR	Zip	Mailing_Address	Post_Code	Location Zip or other postal code
PR	Phone	Project	PhoneNumber	Location phone number
PR	Fax	Project	FaxNumber	Location fax number
PR	CreateDate	Project	CreatedDate	Project record creation date and time

Project Status

Project status information is sent to PIM for each project.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
PR	PIMID	External_Entity_Map		Unique GUID to identify the project.
CFGProjectStatusDescriptions	Description	Project_Status	Name	Status description
PR	Status	Project_Status	Completed	If PR.Status = D (dormant), Completed = Yes. If PR.Status = A (active) or I (inactive), Completed = No.

Project Firms

Firms that are associated with a project on the Team tab of the Projects form are sent to PIM, along with their role on the project.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
ClendorProjectAssoc	PIMID	External_Entity_Map		Unique GUID to identify the project. ClendorProjectAssoc contains a WBS1 field. Vantagepoint uses that value to retrieve and send PR.PIMID for the project.
ClendorProjectAssoc	"cl-" + ClientID	External_Entity_Map		Unique GUID, with a "cl-" prefix, to identify the firm that is associated with the project.
ClendorProjectAssoc	(FW_CFGLabelData.LabelValue OR CFGVendorRoleDescriptions.Description) + ClendorProjectAssoc.RoleDescription	Entity_Organisations	Role	Firm's role on the project. Vantagepoint uses ClendorProjectAssoc.Role to retrieve the role's name from either FW_CFGLabelData.LabelValue (for a system-defined role) or CFGVendorRoleDescriptions.Description (for a user-defined role). If a user-entered free-form description also exists for the role in ClendorProjectAssoc.RoleDescription, that is added to the string.

Project Contacts

Contacts that are associated with a project on the Team tab of the Projects form are sent to PIM, along with their role on the project.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
PRContactAssoc	PIMID	External_Entity_Map		Unique GUID to identify the project. PRContactAssoc contains a WBS1 field. Vantagepoint uses that value to retrieve and send PR.PIMID for the project.
PRContactAssoc	"co-" + ContactID	External_Entity_Map		Unique GUID, with a "co-" prefix, to identify the contact who is associated with the project.
PRContactAssoc	(FW_CFGLabelData.LabelValue OR CFGContactRoleDescriptions.Description) + PRContactAssoc.RoleDescription	Entity_Contacts	Role	Contact's role on the project. Vantagepoint uses PRContactAssoc.Role to retrieve the role's name from either FW_CFGLabelData.LabelValue (for a system-defined role) or CFGContactRoleDescriptions.Description (for a user-defined role). If a user-entered free-form description also exists for the role in PRContactAssoc.RoleDescription, that is added to the string.

Project Employees

Employees that are associated with a project on the Team tab of the Projects form are sent to PIM, along with their role on the project.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
EMProjectAssoc	PIMID	External_Entity_Map		Unique GUID to identify the project. EMProjectAssoc contains a WBS1 field. Vantagepoint uses that value to retrieve and send PR.PIMID for the project.
EMProjectAssoc	"em-" + PIMID	External_Entity_Map		Unique GUID, with an "em-" prefix, to identify the employee who is associated with the project. EMProjectAssoc contains an Employee field. Vantagepoint uses that value to retrieve EMMain.PIMID and send "em-"+PIMID for the employee.
EMProjectAssoc	(FW_CFGLabelData.LabelValue OR CFGEmployeeRoleDescriptions.Description) + EMProjectAssoc.RoleDescription	Entity_Contacts	Role	Employee's role on the project. Vantagepoint uses EMProjectAssoc.Role to retrieve the role's name from either FW_CFGLabelData.LabelValue (for a system-defined role) or CFGContactRoleDescriptions.Description (for a user-defined role). If a user-entered free-form description also exists for the role in EMProjectAssoc.RoleDescription, that is added to the string.

Firm

Information for firms that you add in the Firms hub is sent to PIM.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
Clendor	"cl-" + ClientID	External_Entity_Map		ClientID is a unique GUID to identify the firm. A "cl-" prefix is added.
Clendor	Name	Organisation	Name	Firm name
CLAddress	Address	Organisation	Branch	Firm's primary address description. (If the firm has no address designated as primary, Vantagepoint selects another of the firm's addresses at random.
CLAddress	Address1 + Address2 + Address3 + City + State + Zip + Country	Mailing_Address	Address	Firm's primary address. Vantagepoint sends the address fields as a concatenated string. Note that the CLAddress table only contains a country code, but Vantagepoint retrieves and sends the associated country name. (If the firm has no address designated as primary, Vantagepoint selects another of the firm's addresses at random.
CLAddress	Zip	Mailing_Address	Post_Code	Address Zip or other postal code
CLAddress	Phone	Organisation	Phone_Number	Address phone
CLAddress	Fax	Organisation	FaxNumber	Address fax
CLAddress	Email	Organisation	Email	Address email
Clendor	WebSite	Organisation	Website	Firm website
Clendor	CreateDate	Organisation	CreatedDate	Firm record creation date and time

Employee

Information for employees that you add in the Employees hub is sent to PIM.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
EMMain	"em-" + PIMID	External_Entity_Map		PIMID is a unique GUID to identify the employee. An "em-" prefix is added.
EMMain	Salutation	Contact	Title	Ms, Mrs., Mr., etc.
EMMain	FirstName	Contact	Forename
EMMain	MiddleName	Contact	Middle_Name
EMMain	LastName	Contact	Surname
EMMain	Title	Contact	Job_Title	Employee's job title
EMMain	Email	Contacts_Contact_Methods	Address_or_Number	Employee's contact email
EMMain	MobilePhone	Contacts_Contact_Methods	Address_or_Number	Employee's mobile phone number
EMMain	WorkPhone	Contacts_Contact_Methods	Address_or Number	Employee's work phone number
EMMain	CreateDate	Contact	CreatedDate	Employee record creation date and time

Contact

Information for contacts that you add or update in the Contacts hub is sent to PIM.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
Contacts	"co-" + ContactID	External_Entity_Map		ContactID is a unique GUID to identify the contact. A "co-" prefix is added.
Contacts	Salutation	Contact	Title	Ms, Mrs., Mr., etc.
Contacts	FirstName	Contact	Forename
Contacts	MIddleName	Contact	Middle_Name
Contacts	LastName	Contact	Surname
Contacts	"cl-" + ClientID	External_Entity_Map		Unique GUID, with a "cl-" prefix, to identify the firm with which the contact is associated
Contacts	Title	Contact	Job_Title	Contact's job title
Contacts	Email	Contacts_Contact_Methods	Address_or_Number	Contact's email
Contacts	CellPhone	Contacts_Contact_Methods	Address_or_Number	Contact's mobile phone number
Contacts	Phone	Contacts_Contact_Methods	Address_or Number	Contact's work phone number
Contacts	CreateDate	Contact	CreatedDate	Contact record creation date and time

Marketing Campaign

Information for marketing campaigns that you add or update in the Marketing Campaigns hub is sent to PIM.

Vantagepoint Table	Vantagepoint Database Field	PIM Table	PIM Database Field	Notes
MktCampaign	CampaignID	External_Entity_Map		CampaignID is a unique GUID to identify the marketing campaign.
MktCampaign	Name	Campaign	Name	Name of the marketing campaign
MktCampaign	CreateDate	Campaign	CreatedDate	Marketing campaign record creation date and time.