Validate Hub Record Information

If you are a new PIM customer, you can validate the hub records that you want to initialize to PIM. The validation process is necessary to make sure that all information in Vantagepoint records is compatible with the corresponding fields in PIM.

To validate Vantagepoint records:

1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > PIM.
2. On the Project Information Management form, click the Initialization tab.
3. Select the checkboxes for each hub record type to sync and the applicable statuses for records that you want to validate.
   • If you select the hub records on the Initialization tab, the corresponding hub record checkboxes on the Setup tab are automatically selected. You can select to sync hubs in the Setup tab for recurring sync processes even if the information has not been initialized.
   • The Active checkboxes for record statuses are selected by default.
   • If you select the Projects checkbox, the Firms, Contacts, and Employees checkboxes are also automatically selected.
4. Click Validate > Validate.
   The validation process result displays as a prompt.

   If errors occurred during the validation process, click Validate > Validation Status to launch the PIM Validation Errors dialog box so that you can review the error details for all records.

   As an alternative, you can click individual validation results links to see error details that are specific to each type of hub record.

5. If necessary, make adjustments and run the validation again until all record issues are resolved.
6. Click Save.