<body class="ID-00006c5b" id="ID-000097e7"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
   <h1 class="title topictitle1" id="ariaid-title1">Upload Date</h1>
   
   <div class="body conbody">
      <p class="p ID-00002234">Upload Date field on the CM Clear Initialize form.</p>
      <p class="p ID-00000007">This field is used when initializing cleared entries from a text file. Specify the upload date of the text file that you wish to initialize.</p>
   </div>
<nav role="navigation" class="related-links"><div class="linklist relinfo"><strong>Related information</strong><br><ul class="linklist"><li class="linklist"><a class="link" href="/vista/2022-r1/accounting/cash-management/processing/reconciliation/clear-cm-entries">Clear CM Entries</a></li><li class="linklist"><a class="link" href="/vista/2022-r1/accounting/cash-management/processing/reconciliation/about-the-cm-clear-initialize-form">About the CM Clear Initialize Form</a></li></ul></div></nav></article></main></body>

Beginning Reference

The following is a list of field descriptions for the CM Clear Initialize  form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Field Definitions: CM Clear Initialize Form

Use Auto Clearing File

Upload Date

2022 R1

2021 R2

2021 R1

vista/2022-r1/accounting/cash-management/processing/reconciliation/about-the-cm-clear-initialize-form/field-definitions-cm-clear-initialize-form/upload-date

2022-r1/accounting/cash-management/processing/reconciliation/about-the-cm-clear-initialize-form/field-definitions-cm-clear-initialize-form/upload-date

Introduction to Vista Reports

Viewpoint Portal Production Sitemap

Viewpoint Resources

ProContractor

Viewpoint Estimating

<body id="task-3820"><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"><strong class="ph b">Steps to set up MFA</strong></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

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. For Vista, commitments are
                organized by parameters such as company, job, job status, phase, and cost type. For
                Specrum, commitments are also organized by job cost center, project manager, and
                master job.

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/BWDACPKUMXIGVfRTVXXs/6b77eeb0-4676-11ec-9e9c-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653324497&amp;Signature=sYKaPm%2Fk38fh2ne2IpDQEzF3UwzNd%2BmPbO4amxUxCidmj9Vo93u0zr34eBD2d0W1C%2BXmueBpOV6kbh92ckR4VhVagdZIdTvb3sTachqC%2FWijgMyEIYisvanvvWJ10UAFUlwCFb3DOsCLcBXnqdtnw7kqCvf2com5Ws9f36VboarBMtfcrXUjrueebPA3cY6RG1IcfzCcCv1kykWDRqyvVdmXsHw5cyKQYXzx2dejIfeivZWQHWjvDsvz4%2BEIK8paF7SMVCWDSMz02M%2FedgdGAIrTixFgIUmLc%2BjLGSU3RKWds%2BBI3j5BC9D4VLZ%2Bkqtmk3fGEfDQKKHA6bPRWmSNfg%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="concept-2923"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">About Viewpoint Help</h1><div class="body conbody"><p class="shortdesc">Viewpoint Help is a new help website that gives you access to comprehensive product documentation from a single location, with quick links to content for individual applications.</p><section class="section" id="concept-2923__section_umv_34d_xkb">
            <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-2923__ul_vmy_1nd_xkb"><li class="li">A single point of entry for Help content: <a class="xref j-external-link" href="https://help.viewpoint.com" target="_blank">help.viewpoint.com</a></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">Visit <a class="xref j-external-link" href="https://help.viewpoint.com" target="_blank">Viewpoint Help</a> and click the banner to send us any feedback you have.</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>
        </section><section class="section" id="concept-2923__section_vcq_m4d_xkb"><h2 class="title sectiontitle">Access Help for Multiple Products and Versions</h2>
            
            <p class="p">Switch from Help for one product to Help for another product directly from the Viewpoint Help website, without having to access separate links. On any Help article page, use the <span class="ph uicontrol">Explore Product Help</span> drop-down to choose Help for a different product, or select filtering options that are available after you perform a search.</p>
            <p class="p">For versioned products only (for example, <span class="keyword">Vista</span>), select the version drop-down field in the <span class="ph uicontrol">Contents</span> heading to access different versions of Help.</p>
        </section><section class="section"><h2 class="title sectiontitle">Search and Filter Help Content</h2>
            
            <p class="p">Enter a term or phrase in the <span class="ph uicontrol">Search</span> field, and press <span class="ph uicontrol">Enter</span> or select the magnifying glass. To focus your search even more, select one or more filter options under the <span class="ph uicontrol">Filter Results</span> heading.</p>
            <div class="p">For example, if you want to see all videos on Daily Logs in Viewpoint Team, you could search as follows:<ol class="ol" id="concept-2923__ol_uss_hcm_xkb"><li class="li">In the <span class="ph uicontrol">Search</span> field, enter <span class="ph uicontrol">Daily Logs</span>, then press <span class="ph uicontrol">Enter</span>.</li><li class="li">Under Filter Results, select the Product filter <span class="ph uicontrol">Viewpoint Team</span> and the
                        Information Type filter <span class="ph uicontrol">Videos</span>.<div class="note note note_note"><span class="note__title">Note:</span> Currently, you can
                            search across Help for many but not all <span class="keyword">Trimble
                                                  Viewpoint</span>
                        products.</div></li></ol></div>
            <div class="p">
                <div class="note tip note_tip" id="concept-2923__note_fp5_b5l_cqb"><span class="note__title">Tip:</span> To search for an exact phrase, add quotations around the phrase in the Search field.</div>
            </div>
        </section><section class="section" id="concept-2923__section_xlt_3rd_xkb"><h2 class="title sectiontitle">Print Help Articles or Create PDFs</h2>
            
            <div class="p">To print Help articles or generate PDFs of content, select the Print icon in the upper right of a website page, and then select one of the following options:<ul class="ul" id="concept-2923__ul_rlt_3rd_xkb"><li class="li"><span class="ph uicontrol">Print page</span> to print or generate a PDF of a single Help article.</li><li class="li"><span class="ph uicontrol">Print page and subpages</span> to print or create a PDF of an entire section of Help.</li></ul></div>
        </section><section class="section" id="concept-2923__section_h3n_scm_xkb"><h2 class="title sectiontitle">Link to Other <span class="keyword">Trimble
                                                  Viewpoint</span> Learning Resources</h2>
            
            <div class="p">Viewpoint Help provides links to other key learning resources,
                including the Viewpoint Academy and Viewpoint Customer Portal. All three of these
                resources work together to provide information essential to customer learning:<ul class="ul" id="concept-2923__ul_fx4_wcm_xkb"><li class="li"><span class="ph uicontrol">Viewpoint
                            Help</span> delivers comprehensive instructions and videos on how
                        to use a product, and describes enhancements and changes for each
                        release.</li><li class="li"><span class="ph uicontrol">Viewpoint
                            Academy</span> provides extensive product training with role-based
                        learning paths and certifications.</li><li class="li"><span class="ph uicontrol">Viewpoint
                            Customer Portal</span> offers troubleshooting and technical
                        articles to help resolve specific issues within <span class="keyword">Trimble
                                                  Viewpoint</span> applications.</li></ul></div>
        </section><section class="section" id="concept-2923__section_shs_sc2_vpb"><h2 class="title sectiontitle">Supported Browsers</h2>
            
            <p class="p">You can visit Viewpoint Help using one of the following browsers:</p>
            <div class="p">
                <ul class="ul" id="concept-2923__ul_ltn_tc2_vpb"><li class="li">Google Chrome 78.0.3904.97+</li><li class="li">Firefox 73.0.1+</li><li class="li">Microsoft Edge 79+</li><li class="li">Safari 13.1+</li></ul>
            </div>
        </section><section class="section" id="concept-2923__section_ssv_qsq_5mb"><h2 class="title sectiontitle">Known Issues</h2>
            
            <p class="p">For descriptions of known issues in Viewpoint Help, click  <a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/BWDACPKUMXIGVfRTVXXs/9befced0-3fe4-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653325052&amp;Signature=pLsRokLYOAHdBzDFYRVEutXqFpwQkOJ6cgMAA5Tn7css0yG6s9%2BMcFhjzq0cnoIaN5V%2F1RGwl5R7HQX8y8mONlQCe6QifO%2BrXlJ8SwFDu9qGH%2B1XOAJ0%2F65VDeqUhGjPotJ2wnRjAp87th%2FcP2VLW0B5XOsERIme4JmMKRe5A71zYlKku%2Fy4l0xOJo417Y%2BXhyybtNh9yIq4vfd08GEiuJ0JvgmE4REJt1OGjh9c511LmLGYb8UqaY6EbygBv3n76rlWAkNMOrW4PYQUfqpf3RIhpFwaRzCYpdI%2FzfVVu6Vwl37LtQnOVatw4E6A2D7VphB33j0cMXRNh8rvsTmtwQ%3D%3D&amp;response-content-disposition=filename%3D%22Viewpoint_Help_Known_Issues.pdf%22" target="_blank">here</a>.</p>
            <p class="p">If you experience an issue with Viewpoint Help and need
                assistance, or have a question about the site, you can contact the Information
                Experience team, and someone from the team will get back to you. Click <a class="xref j-external-link" href="https://docs.google.com/forms/d/e/1FAIpQLSdn1M8jsuTojXZjnJUyXH8Uzvv3FP1TQcx0GMiCsLzZp7Ldqw/viewform?usp=sf_link" target="_blank">here</a> to contact us.</p>
        </section><section class="section" id="concept-2923__section_r2r_pb2_vpb"><h2 class="title sectiontitle">View the Status of Viewpoint Help</h2>
            
            <p class="p">If you suspect a problem with a Viewpoint Help, you can check the Viewpoint Status site to view information about system availability, outages, or maintenance updates.</p>
            <ul class="ul" id="concept-2923__ul_px4_zb2_vpb"><li class="li">Open <a class="xref j-external-link" href="https://status.viewpoint.com/" target="_blank">status.viewpoint.com</a> to check the status of Viewpoint Help and other Viewpoint applications.</li><li class="li">From <a class="xref j-external-link" href="https://status.viewpoint.com/" target="_blank">status.viewpoint.com</a>, you can subscribe to updates about Viewpoint Help. Select <span class="ph uicontrol">Subscribe to Updates</span> and then, from the <span class="ph uicontrol">Notifications Subscription</span> page, select <span class="ph uicontrol">Viewpoint Help</span>. </li></ul>
        </section></div></article></main></body>

viewpoint-team/viewpoint-team/getting-started/viewpoint-team-getting-started

Getting Started

viewpoint-team/viewpoint-team/whats-new/whats-new-in-team-2022-r5

What's New

What's New is an overview of the new features in Viewpoint Team™ 2017-R1
		release.

What's New in 2017-R1

Viewpoint Help is a new help website that gives you access to comprehensive product documentation from a single location, with quick links to content for individual applications.

About Viewpoint Help

<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-2022-r5

Viewpoint Field Management

Viewpoint Financial Controls

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-2022-r1

Spectrum

Vista Field Service

Create PDFs and Share Links from Viewpoint Help

<body id="concept-7612"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
	<h1 class="title topictitle1" id="ariaid-title1">What's New in Team 2022 R5</h1>
	
	
	<div class="body conbody"><p class="shortdesc">This release enables you to download multiple drawings in a
		ZIP file or combined in a single PDF, add a library of stamps to your user account, which
		can be used in any project you access, and create a new form from a drawing markup in Mobile
		Team.</p>
		<section class="section" id="concept-7612__section_umr_kzn_htb"><h2 class="title sectiontitle">Web Enhancements</h2>
			
			<div class="p">
				<ul class="ul">
					<li class="li"><span class="ph uicontrol">Download
							Multiple Drawings</span> - You can download selected drawing sheets
						in a ZIP file or combined in a single PDF file<p class="p">For
							instructions, see <a class="xref" href="/viewpoint-team/viewpoint-team/project-management/drawings/download-drawings">Download Drawings</a>.</p></li>
					<li class="li"><span class="ph uicontrol">User Stamps</span> - With the new User Stamp option in
						the PDF viewer, you can maintain a library of customized stamps in your Team
						user account that you can apply to PDFs in work items, documents, or
						drawings within any Team project to which you're invited.<p class="p">For
							instructions, see <a class="xref" href="/viewpoint-team/viewpoint-team/project-management/drawings/mark-up-a-document-or-drawing/add-a-user-stamp">Add a User Stamp</a>.</p></li>
				</ul>
			</div>
		</section>
		<section class="section" id="concept-7612__section_onb_lzn_htb"><h2 class="title sectiontitle">Mobile Enhancements</h2>
			
			<ul class="ul" id="concept-7612__ul_xkg_m14_htb">
				<li class="li">With this release, when adding a markup to a Drawing in Mobile Team, you
					can create a new Form and relate it to the Drawing. <p class="p">For instructions, see
							<a class="xref" href="/viewpoint-team/viewpoint-team/mobile/mobile-viewpoint-team/documents-and-drawings/relate-a-work-item-or-form-from-a-drawing-with-mobile-team">Relate a Work Item or Form from a Drawing with Mobile Team</a></p></li>
			</ul>
		</section>
		<section class="section" id="concept-7612__section_bjf_dpr_ktb"><h2 class="title sectiontitle">Release Availability Schedule</h2>
			
			<p class="p">Please refer to the <a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/BWDACPKUMXIGVfRTVXXs/9c18b390-3fe4-11eb-961b-02420ae60f1a?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653325052&amp;Signature=Q9xKLjFDxz699GjbnJv1si8MS962z9ABUcGF%2F5YXpi9ZXJbsFg6iwB%2BYbGyKESJSerRLB7saaVpBrMAOgR43nB9jsWZrMrtOU4RO2X7KIFDoZXEd%2F%2F70J8ynGnJCtIKWQK4EX3DKIeKJeSZxz83g%2BGmpjXrsd6ypcrbWScXpr1nqt4Aic%2B287mK3ulJ3Izt8D7HsUdeD4fSpffYDCHOaqC4a3PDWtroexidNbOzjNm5g7tXsXcKVU4MXGtOCsGSM6fVqYIRQ7RJNdLnkYfKV0eBPOQPXzrQuXIDiRBBK7h2cyfKx%2FEppERLbkDPxa2QG2NuEbLKJ%2BwUFCagjITLngA%3D%3D&amp;response-content-disposition=filename%3D%22Release_Availability_Dates.pdf%22" target="_blank">Release Availability Schedule</a> for release timing.</p>
		</section>
	</div>
</article></main></body>

This release gives Project Communications Admins the ability
		to invite or assign a Project Manager and provides Albums in Mobile Team so you can organize
		photos.

What's New in Team 2022 R3

This release enables you to download multiple drawings in a
		ZIP file or combined in a single PDF, add a library of stamps to your user account, which
		can be used in any project you access, and create a new form from a drawing markup in Mobile
		Team.

What's New in Team 2022 R5

Vista 2022 R1 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2022 R1 delivers on user-requested enhancements, fixes, and other improvements for the Costs and Contracts modules.

Costs and Contracts

Vista 2022 R1 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 Project Management module.

Project Management

Vista 2022 R1 delivers on user-requested enhancements, fixes, and other improvements for the Service Management  module.

Service Management

Vista 2022 R1 delivers on user-requested enhancements, fixes, and other improvements for the Administration modules.

Administration

Vista 2022 R1 delivers on user-requested enhancements, fixes, and other improvements for the System Tools modules.

System Tools

The Vista 2022 R1 release includes the addition of new forms and form tabs. Since these additions may affect your security setup, you should review them to determine what changes are necessary for your company.

Security

Click the links below for information about the service packs for Vista 2022 R1.

Vista 2022 R1 Service Packs

The following links provide access to the Release Notes for selected prior releases / service packs.

Previous Releases

<body id="concept-1206"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Vista 2022 R1</h1><div class="body conbody"><p class="shortdesc">The Vista 2022 R1 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 auto adding new customers and service sites from work order quotes, an improved void payments process, and integration with field tickets for PM purchase orders, as well as 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-1206__table_l3p_vps_4lb"><caption></caption><colgroup><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-1206__table_l3p_vps_4lb__entry__1">Accounting</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206__table_l3p_vps_4lb__entry__2">Costs and Contracts</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206__table_l3p_vps_4lb__entry__3">HR and Payroll</th><th class="entry align-left colsep-1 rowsep-1" id="concept-1206__table_l3p_vps_4lb__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/accounting/accounts-payable-features">Accounts Payable Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/costs-and-contracts/job-billing-features">Job Billing Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/project-management/project-management-features">Project Management Features</a></td></tr><tr class="row"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/costs-and-contracts/purchase-order-features">Purchase Order Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/costs-and-contracts/subcontract-ledger-features">Subcontract Ledger Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_l3p_vps_4lb__entry__1 concept-1206__table_l3p_vps_4lb__entry__2 concept-1206__table_l3p_vps_4lb__entry__3 concept-1206__table_l3p_vps_4lb__entry__4 "></td></tr></tbody></table>
        </div><div class="p">
            <table class="table frame-all" id="concept-1206__table_d13_g53_dpb"><caption></caption><colgroup><col style="width:2.0in"><col style="width:2.0in"><col style="width:2.0in"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1" id="concept-1206__table_d13_g53_dpb__entry__1">Service Management</th><th class="entry align-left colsep-1 rowsep-1" id="concept-1206__table_d13_g53_dpb__entry__2">Administration</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206__table_d13_g53_dpb__entry__3">System Tools</th></tr></thead><tbody class="tbody"><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/service-management/service-management-features">Service Management Features</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/administration/import-features">Import Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/system-tools/vista-reports">Vista Reports</a></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/administration/viewpoint-administration-features">Viewpoint Administration Features</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206__table_d13_g53_dpb__entry__1 concept-1206__table_d13_g53_dpb__entry__2 concept-1206__table_d13_g53_dpb__entry__3 "><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/system-tools/work-centers">Work Centers</a></td></tr></tbody></table>
        </div><p class="p">For a list of defects fixed in this version, click <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues?tabset-d4f10=2" target="_blank">here</a> to go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. Then in the <span class="ph uicontrol">Fixed In Version</span> field, select this version.</p><section class="section"><h2 class="title sectiontitle">Reports Catalog Now in Viewpoint Help</h2>
            
            <p class="p"> You can now access the <span class="keyword">Vista</span> Reports Catalog in Viewpoint Help. The Reports Catalog provides information about each of the reports available in <span class="keyword">Vista</span>, including the report location, a description of the report and report parameters, and a screenshot of the report itself.</p>
            <p class="p"> To access the Reports Catalog, click the Reports Catalog icon on the Vista 2022 R1 home page. </p>
            <p class="p"><img class="image" width="816" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/BWDACPKUMXIGVfRTVXXs/c2b3c130-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653319958&amp;Signature=BRwq3XdGaY0vX0pOrj9L7Kit4E%2FK42JRfTFI7v3IDxWliBH38akMMRRJi1mMgOCQlV%2BSDi5cLxT5pfKSLXi3zPJIb%2B3UJZUolzudVGK0xPUplyP4sMQLOrBVdSfSpbCzj8F6eSeKAdAKtCZnyLE1GRnJ825XDyIZDmUUBaPL%2BnucVWuWRh9jNn7bGt6wD%2FSGAEQscxMHcPgYLczxlcPs4Ble%2FSvSH%2Fj5jUpMrr%2BrJUsi0NOgbfWe28b94%2BJs4Hq%2BsnVIM48IZoAG45oSufCWhvr4KTt1xcQgGNi%2BkuyE3CZjx79S3q2VYr0E7%2F0ISAj34eyjv3yFZzbF3MPZHo158g%3D%3D"></p>
            <p class="p"> Reports are grouped by module and then by country (United States, Canada, and Australia). Reports that apply to all regions are located in the General Reports folder for each module.</p>
            <p class="p"><img class="image" width="816" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/BWDACPKUMXIGVfRTVXXs/c2c685e0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653319958&amp;Signature=jNCWfYHylEIQWArMfqbOudhrOHJ7zLQp5zYgxsFtAekBStEFYjh8SljWR7zvkTATPSIPHDTASggQKz2JQuksY26CVg9qTPjaE6Rm5iR%2Bcojvcc5tqc7lld2lbISSaUZsSgqFfSmWcFn%2F1w%2FJQnXGZJJKmvKxsx%2BL4mXqcIt2RNeSGRKX0XRI2f26EwwzFibxj89shFfqiLGTMv4EHmCL2TJjCpYUxS%2Bm4ZMdw5YkhUTu%2BhBipQFeb4rQjMDxwkmvL9JmkWbEINE8Y4SeXiMwKGRmGtPi%2BF6NW3l%2F2DCBhcNy8ScZ0KMNwQdKSs9nXlUo968r6xHaLFPHF13SB972yQ%3D%3D"></p>
        </section><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-1206__ul_e1g_hm4_ypb"><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-r1/whats-new/whats-new-in-vista-2022-r1/about-viewpoint-help">About Viewpoint Help</a>.</p>
            
            
        </section><section class="section"><p class="p"><a class="xref" href="/vista/2022-r1/whats-new/whats-new-in-vista-2022-r1/vista-2022-r1-service-packs">Vista 2022 R1 Service Packs</a></p></section></div></article></main></body>

vista/2022-r1/whats-new/whats-new-in-vista-2022-r1

The Vista 2022 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2022 R1

<body id="concept-0"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Spectrum 2022 R1</h1><div class="body conbody"><p class="shortdesc">Learn about what's new in Spectrum 2022 R1.</p><p class="p">For details on features and enhancements in this release, see <a class="xref j-external-link" href="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/BWDACPKUMXIGVfRTVXXs/863cc1c0-baad-11ec-bd19-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1653320210&amp;Signature=J98Zx41sJFdOruKrA1e9s%2FlZKJ9IQRkwNRkL048cgOEdTmQ5W1i%2BO2pcE6sd3V4Owp%2B17kHrlkQX8AVQsOkABLf%2BR8fnaXkE9yGSsG7Ewaw6oKCDzkjrurhoLMX47T%2BA6p43s0YXvvyRR%2BBQ1WUGKdVpvs0nAwiNZwQ4ZEJMHrAmbfqM7ydTn26JoR1kduH7tYDGDS4323OHjYZPqA%2B6SZSVEUkOoZ8oiyhd2b3WVko9qNQXNmDk6Y8LuonQKP%2FFW3Y96enjRbxSSJErb6LzpXp82c%2B1HvSF5xWPpe7zJpIEG2URJUSWvRNRZAKjn%2B09aFWmJleIZKqiLcu%2BJ7Zwhw%3D%3D&amp;response-content-disposition=filename%3D%22Enhancements_in_Spectrum_2022_R1.pdf%22" target="_blank">Enhancements in Spectrum
				2022 R1</a>.</p><section class="section" id="concept-0__section_h4c_bry_nsb"><h2 class="title sectiontitle">About Viewpoint Help</h2>
			
			<p class="p">Viewpoint Help offers a number of improvements to make it easy to find the
				information you need. To learn about the many features in Viewpoint Help, see <a class="xref" href="/spectrum/spectrum/whats-new/about-viewpoint-help">About Viewpoint Help</a>.</p>
		</section><section class="section" id="concept-0__section_png_qqy_nsb"><h2 class="title sectiontitle">About Module Organization in Spectrum Help</h2>
			
			<p class="p">You may notice that Spectrum Help is now organized slightly differently on
				the Viewpoint Help site. The following shows how Spectrum modules are organized
				within the different sections. </p>
			<div class="p">
				<dl class="dl" id="concept-0__dl_apq_jry_nsb"><dt class="dt dlterm">Accounting</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_orh_xpk_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable">Accounts Payable</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-receivable">Accounts Receivable</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/cash-management">Cash Management</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/general-ledger">General Ledger</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/purchase-order">Purchase Order</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/payroll">Payroll</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/confidential-payroll">Confidential Payroll</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/time--material">Time + Material</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/accounting/accounting/subcontract-kiosk">Subcontract Kiosk</a></li></ul>
						</dd><dt class="dt dlterm">Project Management</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_fhw_4xy_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/project-management/project-management/job-cost">Job Cost</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/project-management/project-management/project-management">Project Management</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/project-management/project-management/project-setup">Project Setup</a></li></ul>
						</dd><dt class="dt dlterm">Service</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_jlz_dyy_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/service/service/work-order">Work Order</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/service/service/service-contracts/spectrum-menus-overview">Spectrum Menus Overview</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/service/service/field-tech">Field Tech </a></li><li class="li"><a class="xref" href="/spectrum/spectrum/service/service/service-tech">Service Tech</a></li></ul>
						</dd><dt class="dt dlterm">Equipment</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_fjq_g1z_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/equipment/equipment/equipment-control">Equipment Control</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/equipment/equipment/equipment-tracking">Equipment Tracking</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/equipment/equipment/preventive-maintenance">Preventive Maintenance</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/equipment/equipment/fixed-assets">Fixed Assets</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/equipment/equipment/resource-scheduling">Resource Scheduling</a></li></ul>
						</dd><dt class="dt dlterm">Materials</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_jct_lbz_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/materials/materials/materials-management">Materials Management</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/materials/materials/order-processing">Order Processing </a></li><li class="li"><a class="xref" href="/spectrum/spectrum/materials/materials/inventory-control">Inventory Control</a></li></ul>
						</dd><dt class="dt dlterm">Human Resources</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_odh_ybz_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/human-resources/human-resources/human-resources">Human Resources</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/human-resources/human-resources/employee-kiosk">Employee Kiosk</a></li></ul>
						</dd><dt class="dt dlterm">Tools</dt><dd class="dd">
							<ul class="ul" id="concept-0__ul_k5g_xfz_nsb"><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/spectrum-data-exchange-sdx">Spectrum Data Exchange (SDX)</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/document-imaging">Document Imaging</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/enterprise-management">Enterprise Management</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/info-link">Info-Link</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/multi-currency">Multi-Currency</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/payroll-time-entry">Payroll Time Entry</a></li><li class="li"><a class="xref" href="/spectrum/spectrum/tools/tools/workflow">Workflow</a></li></ul>
						</dd><dt class="dt dlterm">Year End</dt><dd class="dd">
							<p class="p"><a class="xref" href="/spectrum/spectrum/year-end/year-end">Year End</a></p>
						</dd><dt class="dt dlterm">Business Intelligence</dt><dd class="dd">
							<p class="p"><a class="xref" href="/spectrum/spectrum/business-intelligence/business-intelligence">Business Intelligence</a></p>
						</dd><dt class="dt dlterm">Web Services</dt><dd class="dd">
							<p class="p"><a class="xref" href="/spectrum/spectrum/web-services/api-web-services">API Web Services</a></p>
						</dd><dt class="dt dlterm">System Administration</dt><dd class="dd">
							<p class="p"><a class="xref" href="/spectrum/spectrum/system-adminstration/system-administration">System Administration</a></p>
						</dd></dl>
			</div>
		</section></div></article></main></body>

Find release notes for prior releases of Spectrum.

What's New in Spectrum: Past Releases

Learn about what's new in Spectrum 2022 R1.

What's New in Spectrum 2022 R1

Viewpoint Help

Vista

Viewpoint HR Management for Vista

Viewpoint HR Management for Spectrum

Viewpoint Field View

Viewpoint For Projects

Jobpac Connect

Viewpoint Field Time

Videos

Find instructions on transaction entry and reconciliation for
		CM.

Processing

The Cash Management system provides you with
         the capabilities to analyze bank accounts and reconcile account statements.

Welcome to Help for all Trimble Viewpoint products.

Upload Date