<body id="task-5792"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">Log In With Viewpoint ID</h1>
	
	
	<div class="body taskbody"><p class="shortdesc">If you have a login for <span class="keyword">Trimble Construction One</span>, you can link
		your <span class="keyword">Trimble Construction One</span> profile to your portal profile. </p>
		<section class="section context"> After the profiles are linked, you can log in to
			the portal using your <span class="keyword">Trimble Construction One</span> credentials.<div class="p">
				<div class="note note note_note" id="task-5792__note_apr_pcz_nrb"><span class="note__title">Note:</span> If your organization has enabled multi-factor
					authentication, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:TC1_000002:Team:Team" target="_blank">Log in with
						Multi-Factor Authentication Enabled</a> for additional
					information.</div>
			</div></section>
		<ol class="ol steps"><li class="li step stepexpand">
				<span class="ph cmd">On the portal Login page, select <span class="ph uicontrol">Log In With Viewpoint
					ID</span>.</span>
				<div class="itemgroup info">
					<br><img class="image" id="task-5792__image_pnl_zpy_nrb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/1037b210-467b-11ec-9e9c-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664569644&amp;Signature=cdPBulW%2B33SUYMf9zUlZGG46ZQp5eFK8smb6eaX0JiHQ%2BD92Xkf%2Bg8inj0Ni06E9F1GfJXV4pSbjTisHgu3uU%2FSxTG6cDhDuUrP4tf8bCcv2qvkQ1syMmHwySFhgDxoe%2BAe2eph%2BCzUe7hihorkkLhcwrZ0ihPYDXyLAQjhv1AXhsnX%2B7AsZtCHMq0fy4kCx9VOX2UgQs1HOQ906gs%2B6mTcy0hZqziQO4t1etl4ezPJ2NAUfij%2Fdtqud3upyOWgkzaZdVTAnnGrIEJP%2FfM534tKzWnlnEITJpQTZL3OyYlOr1STidLIFgJ8TUaBWc3SzUP0f0td5SVHE7TLkKpKmFg%3D%3D"><br>
				</div>
			</li><li class="li step stepexpand">
				<span class="ph cmd">Sign in with your <span class="keyword">Trimble Construction One</span> credentials.</span>
			</li><li class="li step stepexpand">
				<span class="ph cmd">Enter your login credentials for the portal.</span>
			</li><li class="li step stepexpand">
				<span class="ph cmd">For subsequent logins, repeat steps 1-2 only.</span>
			</li></ol>
		<section class="section result"> </section>
	</div>
</article></main></body>

Find your Viewpoint user name, associated PR company and
		Employee number (from your VA User Profile), and, if linked, an option to unlink your
		Viewpoint ID from the portal.

Locate User Name and Viewpoint ID Status

Learn how to register (first-time users) for the portal,
		change your password, or log in with your Viewpoint ID.

User Guides

Change Your Password

If you have a login for Trimble Construction One, you can link
		your Trimble Construction One profile to your portal profile.

Log In With Viewpoint ID

Viewpoint Financial Controls

viewpoint-financial-controls/viewpoint-financial-controls/getting-started/user-guides/log-in-with-viewpoint-id

viewpoint-financial-controls/getting-started/user-guides/log-in-with-viewpoint-id

Introduction to Vista Reports

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Viewpoint Resources

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Viewpoint Estimating

You can access Automatic Invoicing from the Trimble Construction One
		home page.

Access Automatic Invoicing

Upload Invoices

Prepare the batch of invoices by adding page breaks, removing pages, or rotating pages as needed.

Prepare Invoices

Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to your ERP system.

Process Invoices

An Enterprise Admin can provide access to Automatic Invoicing by setting the Accounts Payable role for a user in
            Trimble Construction One.

Give a User Access to Automatic Invoicing

<body id="concept-833"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Automatic Invoicing</span> (for <span class="keyword">Trimble Construction One</span> Users)</h1><div class="body conbody"><p class="shortdesc">With <span class="keyword">Automatic Invoicing</span> you can automatically enter invoice headers into <span class="keyword">Vista</span> without performing manual data entry, saving time and avoiding potential mistakes.</p><p class="p">Access <span class="keyword">Automatic Invoicing</span> from the <span class="keyword">Trimble Construction One</span> workcenter by logging into <a class="xref j-external-link" href="http://team.viewpoint.com/" target="_blank">team.viewpoint.com</a>, and then selecting <span class="ph uicontrol">Accounts Payable</span> from the main menu.</p><p class="p">Use <span class="keyword">Automatic Invoicing</span> to enter validated, unapproved invoices. There are three steps in the process:</p><div class="p"><ol class="ol" id="concept-833__ol_hfd_pk1_vtb"><li class="li"><span class="ph uicontrol">Upload</span> PDF invoices as a batch. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</li><li class="li"><span class="ph uicontrol">Prepare</span> the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</li><li class="li"><span class="ph uicontrol">Process</span> the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to <span class="keyword">Vista</span>. See <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.<div class="p"><div class="note note note_note" id="concept-833__note_h3r_rlr_55b"><span class="note__title">Note:</span> Only vendors with a “Last invoice date” within the last 12 months will be recognized and automatically populated by <span class="keyword">Automatic Invoicing</span>. If the <span class="ph uicontrol">Vendor</span> field is not auto-filled, simply select the correct vendor from the list. After that, <span class="keyword">Automatic Invoicing</span> will recognize that vendor and automatically populate that field as expected when the vendor is used in subsequent invoices.</div></div></li></ol></div><section class="section" id="concept-833__section_kjv_141_vtb"><h2 class="title sectiontitle">Requirements</h2><div class="p"><ul class="ul" id="concept-833__ul_qnj_h41_vtb"><li class="li">You can take advantage of <span class="keyword">Automatic Invoicing</span> if your company's subscription for <span class="keyword">Vista</span> is part of our <span class="keyword">Trimble Construction One</span> contract.</li><li class="li">Users who access <span class="keyword">Automatic Invoicing</span> must be using single sign-on in <span class="keyword">Vista</span>. For details on enabling single sign-on for your <span class="keyword">Vista</span> users, see <a class="xref" href="/vista/2022-r1/administration/viewpoint-administration/setup-and-maintenance/user-profile-management/enable-single-sign-on">Enable Single Sign-On</a>. </li></ul></div></section><section class="section" id="concept-833__section_znf_b41_vtb"><h2 class="title sectiontitle">Setup</h2><p class="p">To use <span class="keyword">Automatic Invoicing</span>, a user must first be given access by a <span class="keyword">Trimble Construction One</span> Enterprise Admin. For details on editing user permissions, see <a class="xref" href="/vista/2022-r1/accounting/accounts-payable/invoices/unapproved-invoices/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing/edit-a-user">Edit a User</a>.</p></section></div></article></main></body>

Find information about the invoice approval workflow, from entering invoices, having them reviewed for approval, and then processing them.

Unapproved Invoices

An overview of the AP invoice approval workflow
         process.

About Unapproved AP Invoices

With Automatic Invoicing you can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing (for Trimble Construction One Users)

2022 R2

2022 R1

2021 R2

2021 R1

Use the Dashboards tab to access the
		Dashboards page.

Access Dashboards

You can filter a Dashboard in a number ways.

Filter a Dashboard

You can export a summary of a Dashboard, or export the data
		from any tile, graph, or table in a Dashboard to an .xlsx or .csv file.

Export a Dashboard

You can interact with the information on a Dashboard in a
		number of ways.

Dashboard Options

The Commitments dashboard provides summary and detailed
                information about committed costs for your projects.

Commitments Dashboard Overview

The Contract Status dashboard provides summary and detailed
        information about contract status.

Contract Status Dashboard Overview

The Job Cost Detail Dashboard provides an overview of job
		costs for your enterprise and includes options to filter the data by parameters such as cost
		type or phase.

Job Cost Detail Dashboard Overview

<body id="concept-644"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">Dashboards</h1>
	
	
	<div class="body conbody"><p class="shortdesc">Dashboards in Viewpoint Analytics provide visualizations of
		key project data to enable you to make data-driven decisions for your
		enterprise.</p>
		<p class="p">From each Dashboard, you can filter the data to see details for a particular project,
			modify how the data is displayed, and export the data as either an .xlsx or .csv file. </p>
		<p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/642444334" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p>
		<section class="section" id="concept-644__section_uhc_jzs_zqb"><h2 class="title sectiontitle">About Data Security and Data Refresh</h2>
			
			<p class="p">Dashboards in Viewpoint Analytics retain any
				security settings configured for a user in your ERP (Vista or Spectrum).</p>
			<p class="p">Information in <span class="keyword">Dashboards</span> is automatically imported from
				your ERP and updated once a day after business hours.</p>
		</section>
		<section class="section" id="concept-644__section_fmr_jdp_1rb"><h2 class="title sectiontitle">Available Dashboards</h2>
			
			<div class="p">Viewpoint Analytics currently includes the following Dashboards:<ul class="ul" id="concept-644__ul_lh4_ldp_1rb">
					<li class="li">The <span class="ph uicontrol">Commitments Dashboard</span> provides summary and
						detailed information about committed costs for your projects organized by
						parameters such as company, job, phase, and cost type. For details, see
							<a class="xref" href="/viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/dashboards/commitments-dashboard-overview">Commitments Dashboard Overview</a>.</li>
					<li class="li">The <span class="ph uicontrol">Job Cost Detail Dashboard</span> provides both
						summary and detailed Job Cost information for your projects, including cost,
						hours, and quantity information for both estimates and projections. For
						details, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/dashboards/job-cost-detail-dashboard-overview">Job Cost Detail Dashboard Overview</a>.</li>
				</ul></div>
			<div class="note note note_note" id="concept-644__note_jbv_dhn_jrb"><span class="note__title">Note:</span> At this time, Dashboards have pre-configured
				parameters. You can filter the Dashboards, and drill down into the details, but
				cannot change the basic parameters for each Dashboard.</div>
		</section>
		<section class="section" id="concept-644__section_ixw_wy5_1rb"><h2 class="title sectiontitle">Requirements</h2>
			
			<p class="p">If you don't see <span class="ph uicontrol">Dashboards</span> listed under
					<span class="ph uicontrol">Analytics Features</span> on the User Management page in the
				Admin Center, you can request Dashboards for your enterprise by logging in to the
					<a class="xref j-external-link" href="https://support.viewpoint.com/login" target="_blank"><span class="keyword">Viewpoint Customer Portal</span></a> and contacting Support.</p>
			<p class="p"><img class="image" id="concept-644__image_xtj_hwm_lrb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/6b77eeb0-4676-11ec-9e9c-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664568359&amp;Signature=uiy%2FlvoxJo0RIavixrU0BRhBxkeG3%2Bi4ZPDuGXOU4%2FC1%2Bv7423%2Fm21l%2BHx2Zj7rsp%2BZqEePeI1u50ZDORTp3skKKccJ2UD1wBlFfJWz%2FSGsehduqlqyJp5zEUG19vLGQ3VG0u54uKpRFBktANNkuvDiFDXf9ckW04X9a0PP5kXFYpK0sKAnvXZpoI2ny4igVwOTUHEocPgapri8KIMOvv7rqOu2VzYZfYeQKysYmLNhIfJ8k8JZ62thqJDCP%2BDrpgIZSG63ttM%2BaXdbWNOOi%2B2gFNe3O136YG8k8ELudiAltmb9%2FsVdkwXi2JNpgeMHd3CiLLvv8bpxksgmzCp594g%3D%3D"></p>
			<div class="p">Note the following requirements:<ul class="ul" id="concept-644__ul_oxl_yy5_1rb">
					<li class="li">You can take advantage of Dashboards if your company's subscription for
						Trimble Viewpoint is part of our <span class="keyword">Trimble Construction One</span> contract, and you have a Viewpoint Analytics
						license. For information on managing licenses, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/administration/about-managing-analytics-licenses">About Managing Analytics Licenses</a></li>
					<li class="li">Users must first be using single sign-on (SSO) in your ERP (Vista or
						Spectrum) in order to access Dashboards. <ul class="ul" id="concept-644__ul_e4w_cc4_jsb">
							<li class="li"><span class="ph uicontrol">Vista</span>: For details on enabling SSO for Vista users,
								see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:vista_60004:Vista:2021_R2" target="_blank">Enable
									Single Sign-on</a> in the Vista Help.</li>
							<li class="li"><span class="ph uicontrol">Spectrum</span>:
								For details on enabling SSO for Spectrum users, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:spectrum_000001:spectrum:spectrum" target="_blank">Single Sign-On</a> in the
								Spectrum Help.</li>
						</ul></li>
				</ul></div>
		</section>
		<section class="section" id="concept-644__section_hlh_5ch_yqb"><h2 class="title sectiontitle">Setup</h2>
			
			<p class="p">Once <span class="keyword">Trimble
                                                  Viewpoint</span> has
				enabled Dashboards for your enterprise, the Enterprise Admin can edit the users in
				your enterprise to provide access to the <span class="ph uicontrol">Dashboards</span> feature. For details
				editing user settings, see <a class="xref" href="/viewpoint-analytics/viewpoint-analytics/administration/edit-a-user">Edit a User</a>. </p>
		</section>
	</div>
</article></main></body>

viewpoint-analytics/viewpoint-analytics/using-viewpoint-analytics/using-viewpoint-analytics

Using Viewpoint Analytics

Hotkeys can help you save time by offering shortcuts to
        commonly used actions.

Hotkeys for Viewpoint Analytics

Dashboards in Viewpoint Analytics provide visualizations of
		key project data to enable you to make data-driven decisions for your
		enterprise.

Dashboards

Viewpoint Analytics

<body id="task-38200001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Upgrade your Viewpoint ID to Trimble</h1><div class="body taskbody"><p class="shortdesc">If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.</p><div class="section prereq p"> <div class="note note note_note"><span class="note__title">Note:</span> The steps on this page apply to you only if you are based in North America, and if you do not use Azure AD to log in to your Trimble Viewpoint applications.</div><ul class="ul"><li class="li">You must have access to your email to complete the upgrade because the upgrade process sends an email with a validation code which you must retrieve and use.</li><li class="li">You need to take these upgrade steps only once for your account.</li></ul><p class="p">You can find videos and more information in <a class="xref" href="/viewpoint-team/viewpoint-team/getting-started/viewpoint-team-getting-started/getting-started-user-accounts/about-upgrading-your-viewpoint-id-to-trimble">About Upgrading your Viewpoint ID to Trimble</a>.</p></div><section class="section context">
            
            <p class="p">The upgrade process starts automatically when you log in as you normally do using the Trimble Construction One login screen.</p><p class="p">After entering your password and selecting <span class="ph uicontrol">Sign In</span>:</p>
        </section><ol class="ol steps"><li class="li step stepexpand"><span class="ph cmd">(Optional) Watch the video offered within the screen welcoming you to the upgrade process.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If your company requires you to log in with Multi-Factor Authentication (MFA), a note appears just above the <span class="ph uicontrol">Next</span> button instructing you to enable MFA when you create your Trimble Account.<ul class="ul"><li class="li">If you do not see this note, MFA is optional for you.</li></ul></div></div></li><li class="li step stepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Next</span>.</span><div class="itemgroup stepresult">A Trimble account creation page appears with your email address placed by default.</div></li><li class="li step stepexpand"><span class="ph cmd">If you</span><ul class="ul choices"><li class="li choice">do <u class="ph u">not</u> have a Trimble account,  proceed with step 4. This is the most common action.</li><li class="li choice"><u class="ph u">already have</u> a Trimble account, skip to step 5.</li></ul></li><li class="li step stepexpand"><span class="ph cmd">Create a Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Enter your first and last name.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Send Code</span>.</span><div class="itemgroup stepresult">A unique code is sent to your email, and the <span class="ph uicontrol">Verification Code</span> field appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Retrieve and enter the code in the <span class="ph uicontrol">Verification Code</span> field.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Create a password that meets the complexity requirements shown on screen.</span></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">The Account Preferences screen appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Confirm the <span class="ph uicontrol">Country</span>, <span class="ph uicontrol">Time Zone</span>, and <span class="ph uicontrol">Language</span> field values.</span></li><li class="li substep substepexpand"><span class="ph cmd">If you are required  by your organization to use MFA, or would like to opt in, select <span class="ph uicontrol">Enable Multi-Factor Authentication</span> and select <span class="ph uicontrol">Submit</span>. Otherwise skip to step i.</span><div class="itemgroup info"><div class="note note note_note"><span class="note__title">Note:</span> If you are required by your organization to use MFA and you do not set it up, subsequent attempts to log in to your application will  place you in your Trimble account profile page where you must turn it on and set it up.<p class="p"></p><p class="p"><span class="ph b">Steps to set up MFA</span></p><table class="simpletable"><colgroup><col style="width:50%"><col style="width:50%"></colgroup><thead><tr class="sthead"><th class="stentry" scope="col">Authenticator app</th><th class="stentry" scope="col">Text codes</th></tr></thead><tbody><tr class="strow"><td class="stentry"><ol class="ol" type="i"><li class="li">Open the app and scan the QR code.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by the app.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td><td class="stentry"><ol class="ol" type="i"><li class="li">Select <span class="ph uicontrol">Use a different method</span>.</li><li class="li">Enter your phone number and select <span class="ph uicontrol">Send Code</span>.</li><li class="li">In the <span class="ph uicontrol">Verification Code</span> field, enter the code provided by text and select <span class="ph uicontrol">Submit</span>.</li><li class="li">Select <span class="ph uicontrol">Yes, Enable</span>.</li></ol></td></tr></tbody></table></div></div></li><li class="li substep substepexpand"><span class="ph cmd">When the settings are complete in the Account Preferences screen, select <span class="ph uicontrol">Submit</span>.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li><li class="li substep substepexpand"><span class="ph cmd">Ignore step 5.</span></li></ol></li><li class="li step stepexpand"><span class="ph cmd">Sign in to an existing Trimble account:</span><ol type="a" class="ol substeps"><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Sign in</span>.</span></li><li class="li substep substepexpand"><span class="ph cmd">Follow the prompts to sign in using your existing Trimble ID.</span><div class="itemgroup stepresult">A confirmation window appears.</div></li><li class="li substep substepexpand"><span class="ph cmd">Select <span class="ph uicontrol">Yes, use this account</span>.</span><div class="itemgroup stepresult">You are taken to the application to which you were logging in.</div></li></ol></li></ol><section class="section result">Your Viewpoint ID is upgraded to a Trimble account and your single sign-on experience now includes any Trimble products for which you have licenses.</section><section class="section postreq">Use this email address and password combination  when logging in to all Trimble products.</section></div></article></main></body>

Before you begin using Team, a project must be setup by the
        Enterprise Admin.

Getting Started: Project Setup

Learn about the upgrade from Viewpoint ID/SSO to Trimble accounts.

About Upgrading your Viewpoint ID to Trimble

If you are based in North America, take these steps to upgrade your Viewpoint ID (SSO) account to a Trimble account in order to continue logging in to Viewpoint applications.

Upgrade your Viewpoint ID to Trimble

Viewpoint Team

<body id="concept-1675"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Viewpoint Help Overview</h1><div class="body conbody"><p class="shortdesc"></p><p class="p">
            <iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/457880804" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe>
        </p></div></article></main></body>

viewpoint-field-management/viewpoint-field-management/whats-new/whats-new-in-field-management-mobile-2022-r9

Viewpoint Field Management

Manage Financial Controls Licenses

Viewpoint Help Overview

<body id="concept-400"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Create PDFs and Share Links from Viewpoint Help </h1><div class="body conbody"><p class="shortdesc"></p><p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/386598722" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p></div></article></main></body>

spectrum/spectrum/whats-new/whats-new-in-spectrum

Spectrum

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

With Automatic Invoicing, Trimble Construction One users can automatically enter invoice headers into Vista without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing with Trimble Construction One

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Human Resources and Payroll modules.

HR and Payroll

Vista 2022 R2 delivers on user-requested enhancements, fixes, and other improvements for the Service Management module.

Service Management

<body id="concept-120601"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Vista 2022 R2</h1><div class="body conbody"><p class="shortdesc">The Vista 2022 R2 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.</p><p class="p">Some of the features contained in this release include electronic delivery consent for W-2s, 1099s, and 1095s; the ability to flag employees as exempt from Federal tax, and an easier workflow for selecting and paying released retainage on AP invoices, as well as several other features to help improve your workflow.</p><p class="p">Click on the links below for more information about the new features and enhancements included in this release.</p><div class="p"><table class="table frame-all" id="concept-120601__table_l3p_vps_4lb"><caption></caption><colgroup><col style="width:1.5in"><col style="width:1.5in"><col style="width:1.5in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__1">Accounting</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-120601__table_l3p_vps_4lb__entry__2">HR and Payroll</th><th class="entry align-left colsep-1 rowsep-1" id="concept-120601__table_l3p_vps_4lb__entry__3">Service Management</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/whats-new-in-vista-2022-r2/accounting/accounts-payable-features">Accounts Payable Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/whats-new-in-vista-2022-r2/hr-and-payroll/human-resources-features">Human Resources Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/whats-new-in-vista-2022-r2/service-management/service-management-features">Service Management Features</a></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "><a class="xref" href="/vista/2022-r2/whats-new/whats-new-in-vista-2022-r2/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-120601__table_l3p_vps_4lb__entry__1 concept-120601__table_l3p_vps_4lb__entry__2 concept-120601__table_l3p_vps_4lb__entry__3 "></td></tr></tbody></table></div><p class="p">To see a list of defects fixed in this version, go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues" target="_blank">Track Cases/Issues page</a> of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the <span class="ph uicontrol">Fixed in Version</span> field, select this version, then select <span class="ph uicontrol">Apply Filters</span>.</p><section class="section"><h2 class="title sectiontitle">Viewpoint Help</h2>
            
            <p class="p">Viewpoint Help includes content for multiple products in a single website, providing the following benefits:</p>
            <div class="p">
                <ul class="ul" id="concept-120601__ul_vmy_1nd_xkb"><li class="li">A single point of entry for Help content</li><li class="li">Dynamic search capability across Help content for multiple products and versions</li><li class="li">Ease in sharing and socializing Help articles</li><li class="li">Ability to print or create PDFs of individual Help articles or entire sections of content</li></ul>
            </div>
            <p class="p">For more information, see <a class="xref" href="/vista/2022-r2/whats-new/about-viewpoint-help">About Viewpoint Help</a>.</p>
        </section></div></article></main></body>

vista/2022-r2/whats-new/whats-new-in-vista-2022-r2

What's New

The Vista 2022 R2 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2022 R2

<body id="concept-2002"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management for
                                          Spectrum</span> 2022
		R9</h1><div class="body conbody"><p class="shortdesc">This <span class="keyword">HR Management</span> for <span class="keyword">Spectrum</span> release delivers enhancements to <span class="keyword">Employee
                                          Self-Service</span>, including the ability to view, download, and print pay stubs
		and W-2 forms in Earnings, a new history log for Personal Information changes, and the
		option to have users access <span class="keyword">Employee
                                          Self-Service</span> from hr.viewpoint.com.</p><section class="section" id="concept-2002__section_swq_qql_g5b"><h2 class="title sectiontitle">Employee Self-Service Enhancements</h2>
			
			<p class="p"><span class="ph uicontrol">New! View Pay Stubs and W-2
					Forms in Earnings</span></p>
			<p class="p">Employees can now view, download, and print copies of their pay
				stubs and W-2 forms from the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/earnings">Earnings</a> page in <span class="keyword">Employee
                                          Self-Service</span>.</p>
			<div class="p">
				<ul class="ul" id="concept-2002__ul_qfh_5j4_g5b"><li class="li">
						<p class="p"><span class="ph uicontrol">View pay stubs</span>
							(on screen and as PDF): From the <span class="ph uicontrol">Earnings</span> page, select
							the <span class="ph uicontrol">Pay Stubs</span>
							tab to locate a pay stub by year and company (up to the last 13 months).
							Each pay stub tile shows a new <span class="ph uicontrol">View Pay Stub</span> button
							that you can select to open a mobile-friendly version of the pay stub on
							the screen. From there, you can review pay stub details and select to
							download a PDF version of the pay stub.</p>
					</li><li class="li">
						<p class="p"><span class="ph uicontrol">View W-2 forms</span>
							(PDF only): From the <span class="ph uicontrol">Earnings</span> page, select the new <span class="ph uicontrol">Tax Statements</span> tab to
							locate a W-2 by year and company (2020 and 2021 only). Each W-2 tile
							shows a <span class="ph uicontrol">View
								W-2</span> button that you can select to open a PDF version of
							that W-2 form.</p>
					</li></ul>
			</div>
			<p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/earnings/view-pay-stubs-or-tax-statements">View Pay Stubs or Tax Statements</a> for more information.</p>
			<p class="p"><span class="ph uicontrol">New! History Log in Employee
					Details</span></p>
			<div class="p">On the <span class="ph uicontrol">Employee
					Details</span> page, you can select the new <span class="ph uicontrol">History</span> tab to view an audit of
				Personal Information changes for an employee. Audit history details include the date
				and time that a change was made, the Personal Information field that the employee
				changed, and the approval status. <br><img class="image" id="concept-2002__image_jfd_zqd_s5b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/ad8641f0-2fd5-11ed-9497-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664568357&amp;Signature=Khyxgvc%2B8tia6HiMN0bJrlRO1g7PwfN4pWuzOst7tmz6uXO%2Fpl6B4aUZZr4HmFXaxMTT2YCNM0ABK02FeizXyUL8sli13qkung%2FjyrS4%2F0oJ2yIbB8nLpveKYfZPm8%2BenI%2BHohMFCgSjKW1TMDp%2BKkCFNj7UJk8tv4FxEu0oGvihmfnBBCUCBGGUMy2yyMdRFl%2FAw8CifhV1eiCV%2FY5rdl9c5t95y3sAPj4A24vi%2Bmr1nqsCJUwlK7Oi%2BrD3VaMM4zDhniUbos7kijMVoAAyOVFYpBVhG1EvsCzdNMkyyumNTIxoT%2FcM1ItppZK6KcKEZn3SCLobvzDRXmhlGD7a6w%3D%3D"><br></div>
			<p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/hr-tools-and-administration/employee-dashboard/employee-details/view-history-of-personal-information-changes">View History of Personal Information Changes</a> for more information.</p>
			<p class="p"><span class="ph uicontrol">Enhanced Approval Process for
					Personal Information Changes</span></p>
			<div class="p">The following enhancements were made to the approval process for Personal
				Information changes:<ul class="ul" id="concept-2002__ul_b31_4qr_r5b">
					<li class="li">
						<div class="p"><span class="ph uicontrol">New
								Pending Approvals button</span>: On the <span class="ph menucascade"><span class="ph uicontrol">Employee
									Details</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Personal &amp;
									Employment Info</span></span> tab, a new <span class="ph uicontrol">Pending Approvals</span> button now displays in the upper
							right to show the number of Personal Information changes pending
							approval for the employee. You can select either this new button or the
								<span class="ph uicontrol">Approvals</span>
							tab to open the <span class="ph uicontrol">Approvals</span> page.<br><img class="image" id="concept-2002__image_ezf_trr_r5b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/addd1480-2fd5-11ed-9497-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664568357&amp;Signature=EDr4Fx8KaHu7qqARviCRpSfMQ%2BOL%2FZ%2FY%2BuiUlpZlugCK0FGs5o6phOCzGrqii19EzctV37LYtnZ%2B1F2LAdXKVwUKjLeMrlrCq5XR%2Fc6GocoU0wskXGxl132YoK1nI10ckRJRtrcw8y6NJel3Bye5xEUEdt1sBnUxnXK1KMIe%2FVNM5rqesWmTflyb7BBMfw8MBWUm%2BLKzrKyVHRUocj8JH7QJ%2BILWYqyMTKaRVaKxbe93%2FEydyqSYYn%2FINx584WGP4gzHmCIfLOBGwmVyP9TyEsv%2FhDXCtcxuH33q9xsFwGMf81aweQZ4xMkGiofPFhB9F%2BWy3leQSzfrmeoKQqL85A%3D%3D"><br></div>
					</li>
					<li class="li">
						<div class="p"><span class="ph uicontrol">New tile
								for pending approvals and new Review Changes window</span>: On
							the <span class="ph uicontrol">Approvals</span>
							page, changes to Personal Information are now summarized on a tile.
							Select the <span class="ph uicontrol">arrow</span> on this tile to open the new <span class="ph uicontrol">Review Changes</span> pop-up
							window where you can approve or deny the change.<br><img class="image" id="concept-2002__image_m1p_2b2_s5b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/ade096f0-2fd5-11ed-9497-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664568357&amp;Signature=q8xqi2Q7ATZbPbtdZIVMVX79OXRcoe89UyNHL%2FbwAYYIrHEfye%2FrBm3gz34QO1KjBysQhbkw11tP8Re%2FC0Pg6mnHmuFL3Lu6fI1fx3jGdVU5wx%2FG6jt2KgOIid%2Bptn1BXFAwLLSo4XLghsxKHxcFIGxZiF3vL5XLM5KYZ9Nh0WkQkqcy%2FN7ptNneMqAtHXMTnPXD2e98rmnFS6n87U9ZCGe6vkfa65DlvGW1xqLGMBcjw%2B%2BGYt%2B%2FKPwVHXhkbEACFz6nAmgNcj6K00nYUOG8bL09Gc3B6RZSY9m9dpC8Bc3yTX8PFFN1ORDIj1QjicIofKDYTnKLh%2FAFIUZ1fL78pQ%3D%3D"><br></div>
					</li>
				</ul></div>
			<p class="p">See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/hr-tools-and-administration/employee-dashboard/employee-details/approve-personal-information-changes">Approve Personal Information Changes</a> for more information. </p>
		</section><section class="section" id="concept-2002__section_kv5_cgd_g5b">
			<p class="p"><span class="ph uicontrol">New! User-Friendly URL for
					Employee Self-Service</span></p>
			<p class="p">Employees can now use their existing login credentials to access
					<span class="keyword">Employee
                                          Self-Service</span> via the
				following URL website address: <span class="ph uicontrol">hr.viewpoint.com</span>.</p>
			<p class="p">Add this new URL to your company's internal website so that your employees
				can quickly navigate to <span class="keyword">Employee
                                          Self-Service</span>. As long as they have created their login
				credentials, employees can log in via <span class="ph uicontrol">hr.viewpoint.com</span>. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/employee-self-service/employee-self-service/getting-started-user-accounts">Getting Started: User Accounts</a> for more information about setting up an account. </p>
			<div class="p">
				<div class="note note note_note" id="concept-2002__note_sbh_plp_r5b"><span class="note__title">Note:</span> Your current URL to <span class="keyword">Employee
                                          Self-Service</span> will continue to
					work if you prefer to keep using it. The <span class="ph uicontrol">hr.viewpoint.com</span> website
					address is simply an additional, user-friendly option available to
					employees.</div>
			</div>
			<p class="p"></p>
		</section><section class="section" id="concept-2002__section_m3z_cwx_m5b"><h2 class="title sectiontitle">Onboarding Tips and Tricks</h2>
			
			<p class="p">When you add tasks to a hiring profile, you can have those tasks display in
				alphabetical order or in a specific order of your choosing. See <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/onboarding/onboarding/configure-hiring-setup/hiring-profiles-process-builder/control-the-order-of-hiring-tasks-in-an-onboarding-packet">Control the Order of Hiring Tasks in an Onboarding Packet</a> for a short video and instructions.</p>
		</section>
		<section class="section" id="concept-2002__section_knl_gnv_t5b"><h2 class="title sectiontitle">Revised Structure for <span class="keyword">HR Management</span> Help</h2>
			
			<div class="p">The Help for <span class="keyword">HR Management</span> has been restructured as follows:<ul class="ul" id="concept-2002__ul_zvm_lnv_t5b">
					<li class="li">A new <span class="ph uicontrol">Data
							Integration</span> tile has been added to the main landing page.
						Use this tile to link to tables that show how data flows between HR
						Management and Spectrum. The current release includes a new table that
						illustrates the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-tools-and-administration/data-flow-for-personal-information">Data Flow for Personal Information</a>.</li>
					<li class="li">The <span class="ph uicontrol">Onboarding</span> tile has been
						re-added to the main landing page for ease of navigation. Select this tile
						for quick access to the <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/onboarding/onboarding">Onboarding</a> Help section.<br><img class="image" id="concept-2002__image_lgg_tnx_t5b" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/b27401c0-2fd5-11ed-9497-0242c0252b0d?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664568357&amp;Signature=Mfx7QtFV9g5G36XCjSjhAb9aH7GPu0klAJj%2FUloVelf5bFl%2BXZoUByZcrfpS7XmMzUblwAlNVjj7x7VHFWmaW9YVBnj2ucGvtlPR2k0%2FM74yZW5t2ojJf4MVfEt07E472caqsnuXhcNGRqjrEbN9cf%2FeZ6Z%2FeAYEbbfwvAaewvmj7xFkJYVFONnxJ4dMtA04hWr3b9lPFf4XF%2BDEM5XzKwaM4q7mUS0JpLYm%2Fd3j6PErR6hBFYXu8xH2vqNUuxjyK20N7uP0nxND6O8tbP9BEDwmX%2FvstEqbtbtGRddJDUQzrEK33kqPdj3ExRySEm3%2BRB%2FQ8P5Z3poVYwa3Ih7gSw%3D%3D"><br></li>
				</ul></div>
		</section></div></article></main></body>

This HR Management for Spectrum release introduces Employee
                                          Self-Service,
		which allows your employees to view and update their personal information in the Trimble Construction One workcenter.

What's New in HR Management for Spectrum 2022 R6

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2022-r9

This HR Management for Spectrum release delivers enhancements to Employee
                                          Self-Service, including the ability to view, download, and print pay stubs
		and W-2 forms in Earnings, a new history log for Personal Information changes, and the
		option to have users access Employee
                                          Self-Service from hr.viewpoint.com.

What's New in HR Management for Spectrum 2022 R9

HR Management for Spectrum

<body id="concept-2666"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Spectrum</h1><div class="body conbody"><p class="shortdesc">View release notes for the current and previous Spectrum releases.</p><section class="section"><h2 class="title sectiontitle">Spectrum 2022 R2 Enhancements</h2>
            
            <p class="p">The Spectrum 2022 R2 release includes several enhancements and new
                features. We invite you to learn more about these in <a class="xref j-external-link" href="https://support.viewpoint.com/s/downloads?boxId=plqlb3i56f2lqs1x5dd69z26h2cnid5i" target="_blank">Enhancements in Spectrum
                    2022 R2</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Spectrum 2022 R2 Bug Fixes</h2>
            
            <div class="p">This release also includes fixes to over 30 customer-reported issues. To see issues fixed in this version:<ol class="ol"><li class="li">Go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues?tabset-d4f10=2" target="_blank">Track Cases/Issues page</a> of the Viewpoint Customer Portal.</li><li class="li">Use the filter options to select your product and module.</li><li class="li">In the <span class="ph uicontrol">Fixed in Version</span> field, enter 2022 R2.</li><li class="li">Click <span class="ph uicontrol">Apply Filters</span>.</li></ol></div>
        </section><section class="section"><h2 class="title sectiontitle">Previous Releases</h2>
            
            <div class="p">Enhancement descriptions from prior releases:<ul class="ul" id="concept-2666__ul_qgb_gm2_xrb"><li class="li"><a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/863cc1c0-baad-11ec-bd19-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664570017&amp;Signature=rgUjSuaxvnT4YZjgmVcqmPqDYvKsyKwD4YvRrjsXk5vgR7UwZCPs4WjDskHmSF8mTaKVZEzRlRHKwpslv%2BL4fnPBdlVJlcq8e%2BWaanArno%2FkR4fcJtIfs%2FmxF4az7vTPRCCuJ78I4DyYGUyYj4BpcFsRCFUAvvQEcjXce4z4lYZvuRwYmQsmdQ181ly66bNQw6lKhbF9CtrAwTVhjhVt7MSlH1%2FBnnqUsjTDr%2BPp50AON4lQ%2F6AGIhckqikK%2BSjh3d2uNuX0T40g2QJW2Kb5MPLV0mHA9GzHUn%2FLAjbvlGKUX%2FPqrPXhnrw%2F8YD7HZIaxG34OaiSW1cyEIVVt5epjw%3D%3D&amp;response-content-disposition=filename%3D%22Enhancements_in_Spectrum_2022_R1.pdf%22" target="_blank">Enhancements in Spectrum 2022 R1</a></li><li class="li"><a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/af10b380-8ea8-11ec-9179-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664570017&amp;Signature=ke6qEjM7U76qs17VBSAMv83ov1%2BICmTcHXQz2hKUGBf4alV7efnNnL%2BNu27nZkJpUdPKkbIX59MNc0dQ5H2STI%2FpKQZB91U2JfHHPRJhBVqQxSm6nVXZ%2FS25PyXABuHhYOmqJOVI5k%2FXXSkCewptCwe9qrowQjrxsgVadC1pOW4qwpADVPa4TPLGapK9T%2B1hQaE5Ny8%2BsYtuTfmWHPgCJtxNe0cmcuEd4onQah16q9ZU%2BOiIbbVt7Smov9e%2FddGd2CtAcsTvlzT49Tw%2Fn%2B5r9EIBe9%2BppjMhxNqzM3W6Z56TCL5CzEOU5UyTFfKqdUXSId3lgEJzodAoqn5lu5I4Gw%3D%3D&amp;response-content-disposition=filename%3D%22Enhancements_in_Spectrum_2021_R3.pdf%22" target="_blank">Enhancements in Spectrum 2021 R3</a></li><li class="li"><a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/bdpbSc8LNsb5thLr1Kyj/af7541b0-8ea8-11ec-9179-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1664570017&amp;Signature=WqG4QgT93lepstnS1FDUdRrfDFrn%2FGe0qcDEOIvl9W6aF0C5i56kws3xx20c%2BOzTJamDJT2vBr1Ur5QrK9rp%2BDy1h3W8FNm%2FnRl3mqYunopMSLJfLa31rK9jDQjmielNoXGuAwF42tUUAHHZ4pD%2FpvowXQ4sEbbijBd4XYB4GpcjMB%2F%2BrRbTeMp12G5%2B%2F60WFgxgLcYuGeIwYuVTwkFiXh2zPAZ7lnzS%2BQN4Z4yv69mzZFRTfPW%2FI%2BedoYG34snhfH%2B156KChh9V5rMaI9VCkD5fZY9QTWyIfjKV4IgEUSmzgiCibeTF1847qGzHE6%2FhBLlwwmmRi%2BPDrAiX565WAA%3D%3D&amp;response-content-disposition=filename%3D%22Enhancements_in_Spectrum_2021_R2.pdf%22" target="_blank">Enhancements in Spectrum 2021 R2</a></li><li class="li"><a class="xref j-external-link" 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