Vista Forms Available in Office Tools

The following tables list the Vista forms currently available in Vista web Office Tools. Unless otherwise indicated, the forms listed are available in read-only format and may not be edited.

To learn more about a form, select a form name. For help accessing forms, see Access Vista Forms on the Web.

* Form is editable: Bold form names with an asterisk ( * ) support full editing (create, read, update, delete) in Vista web v24.12+ and the Office Tools Beta.

† Form is editable in BETA only: Bold form names with a dagger (†) only support full editing (create, read, update, delete) in the Office Tools Beta. Office Tools users can sign up for the Office Tools Beta program here.

Note: Editing capabilities require proper form permissions in Vista.

Accounts Payable

Admin Vendors
AP Pay Category * AP Payment History *
AP Payable Types * AP Vendor Activity *
AP Unapproved Invoice Entry † AP Vendor Compliance *
AP Vendor Hold Codes *
AP Vendors *

Accounts Receivable

Admin Customer
AR Misc Distribution Codes * AR Customers *
AR Receivable Types *

Cash Management

Accounts Activity & Reconciliation
CM Accounts * CM Statement Control *

Equipment Management

Admin Equipment Usage & Revenue
EM Cost Codes * EM Component Transfers * EM Categories *
EM Cost Types * EM Equipment * EM Job Templates *
EM Locations * EM Equipment Parts * EM Revenue Rates By Category †
EM Revenue Breakdown Codes * EM Warranties *
EM Revenue Codes *
EM Shops *

General Ledger

Admin Accounts & Activity Budgets Journals
GL Fiscal Years * GL Chart of Accounts * GL Budgets † GL Journals *

Headquarters

Admin Finance Operations
HQ Company Setup * HQ Compliance Codes * HQ Contacts *
HQ Groups * HQ Earn Types * HQ Material Categories *
HQ Reviewers * HQ Frequency Codes * HQ Reason Codes *
HQ Standard Note * HQ Hold Codes * HQ Units of Measure *
HQ States * HQ Insurance Codes *
HQ Liability Types *

Human Resources

Admin Training & Safety
HR Codes * HR Accident Claim Contacts *
HR Employment Status *
HR Mine *

Job Billing

Contracts
JB Bill Groups *
JB Contract Info *

Job Cost

Admin Costs & Revenue Jobs
JC Cost Types * JC Field Ticket * JC Contracts *
JC Departments * JC Job Phases *
JC Liability Template * JC Jobs *
JC Phases *
JC Project Managers *

Material Sales

Admin Haulers & Suppliers
MS Haul Codes † MS Vendor Trucks *
MS Pay Codes †
MS Truck Types *

Pre-Construction

Admin Projects
PC Project Types * PC Potential Projects †

Project Management

Admin Project Tracking Projects & Contracts
PM Document Tracking Grids PM Daily Logs † PM Contracts †
PM Document Tracking Views PM Document History † PM Firms †
PM Document Types † PM Document Tracking PM Project Firms †
PM Firm Contacts † PM Inspection Logs † PM Project Locations †
PM Firm Types PM Issues † PM Project Phases
PM Status IDs PM Notes † PM Projection Codes
PM Phase Cost Type Settings † PM Pending Change Orders † PM Projects †
PM Interface PM Approved Change Orders † PM PO Change Orders †
Communication Estimates & Procurement
PM Other Documents PM Project Budgets

Purchase Order

Admin
PO Shipping Locations †

Payroll

Admin Payroll Process Time Entry
PR Crafts † PR Pay Period Control † PR Crews *
PR Departments *
PR Earnings Codes *
PR Groups *
PR Leave Codes *
PR Local Codes
PR Race Codes *

Service Management

Admin Calls & Dispatch Cost & Billing Services & Techs
SM Cost Types † SM Call Type Category † SM Pay Types † SM Service Centers †
SM Part Types † SM Call Types † SM Technicians †
SM Customers †

User Database

This section will display the custom forms that the logged-in user has access to in Vista.

Viewpoint Administration

Site Admin Security
VA Message Archive VA User Profile †
VA Messages