Customers hosted in a Viewpoint cloud solution receive the latest update automatically. For customers who update modules manually, see Update the Portal for help.

New Release Cadence for Web!

HR Management for Vista, Field Management, Financial Controls, and Vista Field Service will now be released every other month instead of on a monthly basis. This extends the supported version time frame and allows customers more time to gain knowledge and experience with newly-released content.

Look for the next release of the web applications in October 2022, and the last release of the year in December 2022.

Release Highlights

This release includes the following new enhancements and changes. For more details, see the individual release highlights sections that follow.

General Changes

HR Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Expenses

  • A loading spinner was added to the Expense Posting Dashboard for enhanced usability during search operations.

• Onboarding / Applicant Tracking

  • In the Initialize to Vista window in Onboarding, classes listed in the Class drop-down field now include the class code in addition to the class description.

• Time Off

  • Improved calculation audit for projected leave code balances: When viewing leave code balance history from the Manage My Time Off page (available by selecting the Clock icon for a leave code), users can now see more details about projected balances for leave codes that accrue on a regular basis, including the rate of accrual per working hour and total projected hours accrued. See Time Balance History Breakdown for more information.
    
    
    Note: Projected balances display for a leave code if you have enabled Show Projection for that leave code in the portal setting Extended Leave Code Configuration. In addition, to have projected balances display in Manage My Time Off, you must disable the portal setting Hide "Projected Days Available" column in Leave Code Balance grid. Both settings located under: Admin > Portal Settings > Time-Off > General Configuration.

• Timecards

  • Send separate email reminders to employees and managers from the Timecard Dashboard.

    • New buttons were added to the Send Email Reminder window (Batch Action > Send Email Reminder) to allow you to Remind Unsubmitted (employees with unsubmitted timecards) or Remind Managers (managers with items to approve).

    • The Send Reminder button has been relabeled Remind All (remind employees and managers at once).
      
      

  • The advanced portal setting Should blank timecards route for approval after Timecard Deadline? has been renamed Should blank (zero hour and zero amount) timecards route for approval? Enable this setting if you would like timecards submitted with zero hours and a zero amount to follow normal approval workflow. Setting location: Admin > Portal Settings > Show Advanced Settings > Timecard > Advanced Configuration.

  • In Grid Timecard Settings, Import Settings now copies submission questions across different Payroll Company and Group setups.

Field Management Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Field Management Mobile App

  • The portal setting Pay Types to accept Amount Based Entry for Expense Input now applies to the mobile app. Use this setting if you want users to be able to enter expenses via the mobile app (during time entry, when a user selects an amount-based pay type, the Hours field changes to an amount). Setting location: Admin > Portal Settings > Timecard > Service Management.

  • Updated look and feel for the mobile app: As part of our continued shift to Trimble Viewpoint branding, you will notice an enhanced look and feel for the navigation header in the Field Management mobile application.

  • Offline Kiosk Mode now supports dark mode on mobile devices.

• Job Approval

  • The Production Approval button/link now displays when accessed from Job Approval on a mobile device.

• Timecards

  • Send separate email reminders to employees and managers from the Timecard Dashboard.

    • New buttons were added to the Send Email Reminder window (Batch Action > Send Email Reminder) to allow you to Remind Unsubmitted (employees with unsubmitted timecards) or Remind Managers (managers with items to approve).

    • The Send Reminder button has been relabeled Remind All (remind employees and managers at once).
      
      

  • In Grid Timecard Settings, Import Settings now copies submission questions across different Payroll Company and Group setups.

Vista Field Service Highlights

The following customer suggestions were added in this release. For a list of defect corrections, see the Issues Fixed page.

• Work Order Dashboard / Work Orders

  • Bulk add Equipment to a scope: In Work Completed Details, select the Equipment drop-down field, select your equipment, and then select the Equipment drop-down field again to add another piece of equipment.

    Note: When editing equipment that has already been added to a scope, you can select only one piece of equipment at a time.

• Scope Details

  • The following enhancements were made to the Scope Details page:

    • For SM Work Orders that are associated with an agreement in Vista, the agreement name and type now display in Scope Details.

    • The Not To Exceed Amount for Time and Material work orders, if applicable, now displays in Scope Details.

    • The Service Item field can now be set to None.