About Module Bundles and Licensing on the User Access Page
On the User Access page, the Module Bundle drop-down shows groups of modules organized by product bundle: HR Management, Financial Controls, Field Management, and Field Service.
The drop-down also includes a General category that you can use to assign System Admins, view user names from VA User Profiles (VP UserName), and determine which users have linked their Trimble Construction One profile to their portal login (VPID). Your current count of total licensed users compared to contracted users can be found in the upper right of the User Access page.
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Select one of the following module bundles for more information on which options in that bundle add to your licensed user count.
General
General user setup options do not count toward your licensed users.Selection | Options |
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User Setup | System
Admin: Use to assign System Admin rights to a
user. System Admin have access to the Admin Roles, User Access,
and Portal Settings pages. System admins can give themselves and
others access to other sub-Admin Permissions (see Admin Roles).
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HR Management Modules
Selecting any one HR Management module or option under Self-Service (HR Timecard, HR Grid Time, Earn, Personal, or Training Class Instructor), Time Off (Time Off), or Expense (Expense Reports) for a user counts as an HR Management license. Selecting additional modules for the same user does not add to your licensed user count.
For a video explanation on how active HR Management users are counted, see Manage Licenses for HR Management.
Selection | Options |
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Self Service | Manager: Set up a Timecard / Time Off Manager
(someone who can approve timecards and time-off requests). This
is one of three different ways to set up a manager. Be sure to
review the documentation for the applicable modules before
setting up all users.HR Timecard:
Gives users access to the standard timecard. Users who enter or
approve time entered on standard timecards need to have this
permission.HR Grid Time
(Grid Timecard): Gives users access to the grid timecard. Users
who enter or approve time entered on grid timecards need to have
this permission or the FM Grid Time permission (Field Management
> Crew Timecard). Users who try to enter a timecard for more
than one employee will not be able to save, submit, or approve
the timecard and will receive an error saying that they do not
have permission to enter for more than one employee.Earn
(Earnings): Gives users access to the Earnings module where they
can see their paystubs, W-2's, Compensation Summary, and other
information. Inactive users can access this module if it is
enabled for them.Personal
(Personal Info): Gives users access to the Personal Info module
where they request changes to their personal information.
Inactive users can access this module if it is enabled for
them.Training Class
Instructor: Allows users to access and create
classes on the Training Class Dashboard. This is different from
the Training Class Admin who, in addition to accessing and
creating classes, can add training or skills codes and finalize
classes. See Admin Role Descriptions for
details. Note: To give certain permissions to
new users added to Vista's PR Employees (and therefore
added to the User Access Grid) automatically, enable the
applicable Default Profile portal setting found under
. Options are:
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Time Off | Time Off: Gives users access to the Time Off module where they can request time off and view company holidays.Workday Hours: Use to modify a user’s standard workday hours. Click the pencil at the top of the column to change default workday hours for all users in your current search.Leave Reviewer Group: Assign users to a leave reviewer group. Leave reviewers can approve Time Off requests. Review the Time Off documentation before assigning all users. |
Expense | Expense
Reports: Gives users permission to enter and
submit expenses. Note: To give Expense permissions to
new users added to Vista's PR Employees (and therefore
added to the User Access Grid) automatically, enable the
portal setting Include Expenses
in default profile available under
( ).
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Performance | Performance Review Manager: Allows the System Admin to assign a default performance review manager to an employee. Performance Reviewer Group: Allows the System Admin to assign a default performance review group (employee group) to an employee. |
Financial Controls Modules
Selecting any one Financial Controls module (Open Billing Review, Billing Compiler, Billing Compiler - Next Gen, Progress Billing, or Check Review) for a user or any one PO Module, if applicable, (Create PO, PO Requisition, PO Receiving, Quick PO, Pending PO, or Create MO) for a user counts as a Financial Controls license. Selecting additional Financial Controls modules for the same user does not add to your licensed user count.
- Unique AP invoice reviewers with invoices that have not yet been fully paid and processed (meaning the invoices are still visible in AP Unapproved Invoice Entry or AP Unapproved Invoice Review in Vista).
- Users assigned to the HQ Reviewer Group selected in the portal setting Restrict AP Approvers in the Portal to only members of this Reviewer Group and who have invoices assigned to them that have not yet been fully paid and processed.
For a video explanation on how active Financial Controls users are counted, see Manage Financial Controls Licenses.
Selection | Options |
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Financial Controls | Open Billing
Review: Allows users to sort and review all invoices
assigned to jobs they manage. Project members can comment and track
all open billings.Billing Compiler:
Gives users access to the classic version of the Billing Compiler
module, allowing them to compile job cost documents, invoices, and
backup attachments.Billing Compiler - Next
Gen: Gives users access to the Next Gen version of
the Billing Compiler, allowing them to compile job cost documents,
invoices, and backup attachments, with added options for sorting and
adding attachments.Progress Billing:
Allows users to record job units completed and units to be billed
from the portal.Check Review
(AP): Allows users to view checks waiting in a batch and
processed checks. To limit your Financial Controls licensed user
count, use the portal setting Restrict AP Approvers in the
Portal to only members of this Reviewer Group
available under . Note: Access to AP Invoice Review is
configured in Vista, not in the employee portal. By
selecting in the Module
Bundle drop-down, you can see the VP
UserName and HQ
Reviewer assigned to each user.
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Purchase Orders | License Type: The Purchase Order module can be used through a Field Management license or a Financial Controls license. Select the License Type to apply to the current user: Financial Controls or Field Management. If you license Purchase Order through Field Management, it does not count toward your Financial Controls licenses.Create PO: Gives users permission to create and submit PO's from the PO Dashboard.PO Requisition: Gives users permission to create PO requisitions that are later bundled into PO's by a Purchasing Agent.PO Receiving: Gives users permission to receive PO's on the PO Receiving page.Quick PO: Allows users to create a PO header with a PO number. Users with access to Create PO will be able to add line items.Pending PO: Allows users to submit PO's through the PO workflow process configured in Vista. Users who approve through the workflow will also need access.Create MO: Allows users to create and submit Material Orders. |
Field Management Modules
What counts as a Field Management license:
Selecting any one Field Management module under Equipment (Work Orders, Equip Info, Update Meters, or Transfer), Field Tools (Training / Skills Editor, Daily Huddle, Checklist, Progress Entry, Issues, Daily Reports, Job Allocation, or Field Apps), or Crew Timecard (FM Grid Time, FM Mobile, or Field Tickets), or any one PO Module, if applicable, (Create PO, PO Requisition, PO Receiving, Quick PO, Pending PO, or Create MO) for a user counts as a Field Management license.
Users assigned as Training Admins (
) are also counted as Field Management users.What does not count as a Field Management license:
Selecting additional Field Management modules for the same user does not add to your licensed user count. Assigning users as FM Kiosk Admins does not add to your license count (these users must have access to FM Mobile already). Enabling the Job Assets option (under Equipment) for a user does not count toward your Field Management licenses.
For a video explanation on how active Field Management users are counted, see Manage Licenses for Field Management.
Selection | Options |
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Equipment | Work Orders: Gives users access to the Work Orders page in your portal where they can open, view, and edit work orders.Equip Info: Gives users access to the Equipment Dashboard where they can view equipment information, open and review work orders, transfer and receive equipment, and update meters.Update Meters: Gives users access to the Equipment Dashboard where they can update hours and mileage readings for equipment.Transfer: Gives users access to the Equipment Dashboard where they can transfer equipment to another job location.Job Assets: Gives users access to the Jobsite Assets page where they can see all equipment assigned to a job and create Equipment Requests. |
Field Tools | Training / Skills
Editor: Gives users access to the Manage Training
page. To enter or see training for specific employees, users must be
granted permission on the Approval Permissions page. Users
must be given permission to enter training or see training for
specific users from Manage Approval Permissions.Daily Huddle:
Gives users access to the Daily Huddle module, allowing them to run
and create huddles.Progress Entry:
Allows users to record job units completed and units to be billed
from the portal.Checklist: Gives
users permission to enter and submit checklists that were created by
the Checklist Admin.Issues: Allows
users to record notes and pictures about issues in the field and
save directly into PM Project Issues.Daily
Reports: Allows users to enter daily logs.Job Allocation:
Allows users to assign job security through the portal.Field Apps:
Available to Trimble
Construction One
customers, Field Apps allows users to save data collected in the
field to custom tables and forms in Vista. Note: Project Issues (Issues), Daily
Reports, and Resource Planning (enabled through Job
Allocation) are legacy tools used by a limited set of
customers. Do not enable these tools unless they are
included in your contract. For help reviewing contract
terms, please contact your account representative.
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Crew Timecard | FM Grid
Time: Gives users access to the grid timecard under the
Field Tools tab in the portal navigation bar. Users need this access
in order to save, submit, or approve grid timecards that include
entries for more than one employee, to approve timecards lines in
Job Time Approval, and to access shared grid templates. Note: To give FM Grid Time permissions to
new users added to Vista's PR Employees (and therefore added
to the User Access Grid) automatically, enable the portal
setting Include FM Grid Timecard in default
profileavailable under .
Note: Licensed users of Field Management
who have FM Grid Time enabled can use the HR Timecard and HR
Grid Timecard without being counted as licensed users of HR
Management.
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Purchase Orders | License Type: The Purchase Order module can be used through a Field Management license or a Financial Controls license. Select the License Type to apply to the current user: Financial Controls or Field Management. If you license Purchase Order through Financial Controls, it does not count toward your Field Management licenses.Create PO: Gives users permission to create and submit PO's from the PO Dashboard.PO Requisition: Gives users permission to create PO requisitions that are later bundled into PO's by a Purchasing Agent.PO Receiving: Gives users permission to receive PO's on the PO Receiving page.Quick PO: Allows users to create a PO header with a PO number. Users with access to Create PO will be able to add line items.Pending PO: Allows users to submit PO's through the PO workflow process configured in Vista. Users who approve through the workflow will also need access.Create MO: Allows users to create and submit Material Orders. |
Field Service Modules
Selecting the Field Service module or Service Manager Dashboard for a user counts as a Field Service license. Selecting the HR Timecard option counts toward your HR Management licenses, unless the user already has an active license via another HR Management module.
Selection | Options |
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Field Service | Field
Service: Gives users access to the Field Service
module.Service Manager
Dashboard: Gives users access to the Service Manager
Dashboard in Field Service.HR Timecard:
Gives users access to the standard timecard from the link available
in Field Service. Users who enter or approve time entered on
standard timecards need to have this permission. Note: To enable this permission
automatically for new users added to Vista's PR Employees
(and therefore added to the User Access grid), enable the
portal setting Include HR Timecard in default profile
found under .
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