Linking Projects/Jobs Between Vision and TrafficLIVE

If Vision and TrafficLIVE integration has been enabled and configured, Vision can receive new projects/jobs from TrafficLIVE when you run the TrafficLIVE web service.

After projects/jobs are received in Vision, they are considered to be "linked" between Vision and TrafficLIVE.

Terminology

Vision's projects are equivalent to TrafficLIVE's jobs. A project in TrafficLIVE is a group of jobs.

What You Need to Know About Linking Projects/Jobs Between Vision and TrafficLIVE

The following information applies to linking projects/jobs between Vision and TrafficLIVE using the TrafficLIVE web service:

Item	Description
Where to create new projects/jobs	New projects/jobs that you create in TrafficLIVE can be linked with Vision when you run the TrafficLIVE web service. However, new projects/jobs created in Vision cannot be linked with TrafficLive when you run the TrafficLIVE web service.
TrafficLIVE project/job data that is used to create new project/jobs in Vision	The TrafficLIVE job details and job structure (stages and tasks) in TrafficLIVE Menu > jobs > new job are used to create a new project in Vision. The hours and cost/billing values on the Time tab in TrafficLIVE are not imported for the project/jobs linked in Vision. When you send project/jobs from TrafficLIVE to Vision, some fields for the linked project/job in Vision prefill with project default values that are defined in Vision Configuration.
Fields that are automatically mapped between Vision and TrafficLIVE	See the Deltek Vision TrafficLIVE Integration Technical Guide for a complete list of the fields that are automatically mapped between Vision and TrafficLIVE projects/jobs. This includes fields from TrafficLIVE that Vision receives when you run the TrafficLIVE web service.
Linked timesheets require linked project/jobs	A project/job from TrafficLIVE must be linked with Vision before Vision can receive new timesheets from TrafficLIVE that have time applied to that project/job.
Job User Status and Job System Status in TrafficLIVE	New jobs in TrafficLIVE can be sent to Vision when you run the TrafficLIVE web service if both of the following apply for the jobs: The job user status in TrafficLIVE is Ready for Export (EXPORT). The job system status in TrafficLIVE is Draft or In Progress. You see these fields in TrafficLIVE in Menu > jobs > job search. After you run the TrafficLIVE web service and link a project/job between Vision and TrafficLIVE, the job user status in TrafficLIVE is automatically changed to Linked to Vision (LINKED).
Tasks	A new project/job in TrafficLIVE must have at least one task before it can be sent to Vision when you run the TrafficLIVE web service. The tasks define the work breakdown structure for a project/job in Vision. New tasks that you add to a job/project in TrafficLIVE after it is linked with Vision are sent to Vision during a TrafficLIVE web service job if the Job check box is selected in the Receive From TrafficLIVE section of the General tab of the TrafficLIVE Web Service form. In TrafficLIVE it is possible to have a project/job with some tasks that are not associated with a stage and other tasks that are associated with a stage. If you have mapped Vision's work breakdown structure level 2 (WBS2) with TrafficLIVE's first level stage, when you run the TrafficLIVE web service, a default stage called "Default Stage" is created in Vision for any tasks received from TrafficLIVE that are not associated with a stage. The WBS2 number for default stage is zero. In TrafficLIVE, you can easily change the task and stage structure on projects/jobs. If you mapped Vision's WBS2 to TrafficLIVE's stage, any changes that you make in TrafficLIVE to the structure of a project/job will not be reflected in Vision. After you change a task that is associated with a stage in TrafficLIVE, you must also make the same change manually in Vision. In Vision, you use the Key Conversions utility in Utilities > Key Conversions to convert the task from one WBS2 to another WBS2. For linked projects/jobs, you can change a task's description in Vision, and then update the change to TrafficLIVE. After you change a task's description in Vision, run the TrafficLIVE web service with the Sync from Vision to TrafficLIVE check box selected on the General tab of the TrafficLIVE Web Service form. When you select this check box, you also must add a row to the Fields to Sync grid for the Jobs Info Center and select Task Long Name in the Vision Field field.
Order of stages and tasks in Vision	After you link projects/jobs between Vision and TrafficLIVE, the order of stages and tasks listed for a project/job in the Vision Info Center matches the order of the stages and tasks as they appear in TrafficLIVE. If you change the order of stages and tasks in TrafficLIVE (move them up or down), the order in the linked project/job in Vision is not affected. To change the order in Vision, you must use the Key Conversions utility in Utilities > Key Conversions to change WBS2 and WBS3 numbers. Vision lists WBS2 and WBS3 in sequential order based on the WBS2 and WBS3 number. The order of stages and tasks could be important if you need to see the tasks in a specific order on the invoice.
Vision Project Default Values	When you send project/jobs from TrafficLIVE to Vision, some fields for the linked project/job in Vision prefill with project default values that are defined in Vision Configuration. For a list of those fields, see Vision Project Default Values Used for Linked Projects/Jobs Between Vision and TrafficLIVE.
Where to make changes to linked projects/jobs	Changes that you make in Vision to linked projects/jobs can be updated in TrafficLIVE when you run the TrafficLIVE web service. However, changes that you make in TrafficLIVE to linked projects/jobs cannot be updated in Vision when you run the TrafficLIVE web service.
Changing a Project/Job's Number in Vision	In Vision Utilities > Key Conversions > Projects, you can change a linked project/job's number. When you do this, the linked project/job in TrafficLIVE is updated with the new number when you run the TrafficLIVE web service if you entered the following settings on the General tab of the TrafficLIVE Web Service utility: The Sync from Vision to TrafficLIVE check box is selected. In the Fields to Sync grid, you added a row for the Projects/Jobs Info Center and the Project/Jobs Number field.
Export Errors	If a new TrafficLIVE project/job caused an error and did not export properly to Vision, check the TrafficLIVE Web Service Call Log. It is located at the bottom of the General tab of the TrafficLIVE Web Service utility in Vision. Click the hyperlink in the Message column in the grid to view more information about the error.

See the Deltek Vision TrafficLIVE Integration Technical Guide for:

• A complete list of the fields from the TrafficLIVE projects/jobs that Vision receives when you run the TrafficLIVE web service.
• Complete integration configuration information.
• Troubleshooting information.