<body class="ID-0001e1cf" id="ID-0001fc8a"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Document Templates</h1><div class="body conbody"><p class="shortdesc">Viewpoint provides the standard templates for sending bid invitations, addendums, and notifications to contacts on your bid lists.</p><p class="p ID-00000007">These include:</p><ul class="ul"><li class="li"><p class="p ID-00000113">Invitation to Bid </p></li><li class="li"><p class="p ID-00000113">Addendum </p></li><li class="li"><p class="p ID-00000113">Notification </p></li></ul><p class="p ID-00000007">These templates cannot be deleted or modified, but you can copy one using <a class="xref ID-00060fb3" href="/vista/2022-r1/project-management/create-and-send/pm-copy-document-template-form">PM Copy Document Template </a> and then modify the copy using <a class="xref ID-00060fb3" href="/vista/2022-r1/project-management/create-and-send/pm-create--send-templates-form">PM Create &amp; Send Templates </a>. </p><p class="p ID-00000007">Click <a class="xref ID-00060fc7" href="/vista/2022-r1/project-management/create-and-send/about-creating-a-document-template">here</a> for an overview on creating a customized document template using a standard template.</p><p class="p ID-00000007"><a class="xref ID-00060fc7" href="/vista/2022-r1/project-management/create-and-send/about-creating-a-document-template"><img class="image ID-000715bc" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/60de6fa0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686114795&amp;Signature=VLZ%2FUXcSTof%2FlwZ7ioiqBXaAngeOQ5NzbmvPN4sJglv%2BaFvE7qXKx9O6ZXelk%2FfZskUL%2BvKylWA50ra5Uwsa9Jgo7GziKU6hkh3iCJ9WhZTe8EvebiQOT0eF1Evg8I5MRmDxw7N1V%2FcwPOesaomAg804wvXiwoi%2Biaf7p2SGI8N0fZBqnDvTSNytdwJNK0kaSiru4bLJg7boZKEeZj70Qk7qCsmoZtEjaodSvSxnQwTaU4oUfbhlcp%2FifIjBpFQbj1dV7C0Qjii4fE9nls%2BCaXY5qBwhVPPq8iFgm9teV1ZwwC122udt%2FHLZ%2BF3iCxqhmQVzBfDxVCnzKZUOkHN4iA%3D%3D"></a>Overview: Create a custom template using a standard template</p><p class="p ID-00000007"><a class="xref ID-00060fc7" href="/vista/2022-r1/costs-and-contracts/pre-construction/pc-potential-projects/potential-project-setup/overview-pc-potential-project-to-pm-project"><img class="image ID-000715bc" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/60de6fa0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686114795&amp;Signature=VLZ%2FUXcSTof%2FlwZ7ioiqBXaAngeOQ5NzbmvPN4sJglv%2BaFvE7qXKx9O6ZXelk%2FfZskUL%2BvKylWA50ra5Uwsa9Jgo7GziKU6hkh3iCJ9WhZTe8EvebiQOT0eF1Evg8I5MRmDxw7N1V%2FcwPOesaomAg804wvXiwoi%2Biaf7p2SGI8N0fZBqnDvTSNytdwJNK0kaSiru4bLJg7boZKEeZj70Qk7qCsmoZtEjaodSvSxnQwTaU4oUfbhlcp%2FifIjBpFQbj1dV7C0Qjii4fE9nls%2BCaXY5qBwhVPPq8iFgm9teV1ZwwC122udt%2FHLZ%2BF3iCxqhmQVzBfDxVCnzKZUOkHN4iA%3D%3D"></a>Overview: PC Potential Project to PM Project</p><p class="p ID-00000007"><a class="xref ID-00060fc7" href="/vista/2022-r1/project-management/create-and-send/pm-create--send-templates-form"><img class="image ID-000715bc" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/60de6fa0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686114795&amp;Signature=VLZ%2FUXcSTof%2FlwZ7ioiqBXaAngeOQ5NzbmvPN4sJglv%2BaFvE7qXKx9O6ZXelk%2FfZskUL%2BvKylWA50ra5Uwsa9Jgo7GziKU6hkh3iCJ9WhZTe8EvebiQOT0eF1Evg8I5MRmDxw7N1V%2FcwPOesaomAg804wvXiwoi%2Biaf7p2SGI8N0fZBqnDvTSNytdwJNK0kaSiru4bLJg7boZKEeZj70Qk7qCsmoZtEjaodSvSxnQwTaU4oUfbhlcp%2FifIjBpFQbj1dV7C0Qjii4fE9nls%2BCaXY5qBwhVPPq8iFgm9teV1ZwwC122udt%2FHLZ%2BF3iCxqhmQVzBfDxVCnzKZUOkHN4iA%3D%3D"></a>PM Create &amp; Send Templates</p><p class="p ID-00000007"><a class="xref ID-00060fc7" href="/vista/2022-r1/project-management/create-and-send/pm-copy-document-template-form"><img class="image ID-000715bc" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/60de6fa0-a644-11ec-840b-42010a800002?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686114795&amp;Signature=VLZ%2FUXcSTof%2FlwZ7ioiqBXaAngeOQ5NzbmvPN4sJglv%2BaFvE7qXKx9O6ZXelk%2FfZskUL%2BvKylWA50ra5Uwsa9Jgo7GziKU6hkh3iCJ9WhZTe8EvebiQOT0eF1Evg8I5MRmDxw7N1V%2FcwPOesaomAg804wvXiwoi%2Biaf7p2SGI8N0fZBqnDvTSNytdwJNK0kaSiru4bLJg7boZKEeZj70Qk7qCsmoZtEjaodSvSxnQwTaU4oUfbhlcp%2FifIjBpFQbj1dV7C0Qjii4fE9nls%2BCaXY5qBwhVPPq8iFgm9teV1ZwwC122udt%2FHLZ%2BF3iCxqhmQVzBfDxVCnzKZUOkHN4iA%3D%3D"></a>PM Copy Document Template</p></div></article></main></body>

You can use the automated response feature to email a PDF form
		to a vendor or contact on a potential project, and when they complete and return that form,
		the system will process the form and update the application.

About Automated Response Forms

Email integration in the Pre-Construction module gives you the ability to associate emails sent from the application and the replies to those emails with potential projects so that you can view all correspondence in a single location.

PC Create and Send

With email integration in the PC module, you can associate email threads with potential projects so that from within the application, you can view all correspondence related to a potential project.

About PC Module Email Integration

Viewpoint provides the standard templates for sending bid invitations, addendums, and notifications to contacts on your bid lists.

Document Templates

2023 R1

2022 R2

2022 R1

2021 R2

2021 R1

vista/2022-r1/costs-and-contracts/pre-construction/pc-create-and-send/document-templates

2022-r1/costs-and-contracts/pre-construction/pc-create-and-send/document-templates

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Viewpoint Estimating

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

To use Automatic
                                                  Invoicing for an AP Company, a Spectrum system admin must first enable
        it for that Company.

Enable Automatic Invoicing for a Company in Spectrum

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

Access Automatic Invoicing

Learn how to get started with Automatic
                                                  Invoicing.

Getting Started

Upload your invoices to Automatic
                                                  Invoicing in PDF format.

Upload Invoices

Prepare the batch of invoices in Automatic
                                                  Invoicing 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 Spectrum.

Process Invoices

With the Inbox in Automatic Invoicing, you can have
		invoice-related attachments forwarded directly from your shared AP mailbox to Automatic
		Invoicing where you can quickly add them to a batch to be processed.

About the Inbox

You can view the status of all invoices sent to your ERP
        system from the Completed tab in Automatic Invoicing.

View Completed Invoices

<body id="concept-118"><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">Spectrum</span> without performing manual data entry, saving time and avoiding potential mistakes.</p><p class="p"></p><p class="p"></p><p class="p">Access <span class="keyword">Automatic
                                                  Invoicing</span> from <span class="keyword">Trimble
                                                  Construction One</span>
				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 vendor invoices. There are three steps in the process:</p><div class="p">
            <ol class="ol"><li class="li"><span class="ph"><span class="ph uicontrol">Upload</span> PDF invoices
							as a batch. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph"><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="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</span></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">Spectrum</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>. <div class="p">
                        <div class="note note note_note" id="concept-118__note_h3r_rlr_55b"><span class="note__title">Note:</span> Only vendors with a “Last invoice
                    date” within the last 12 months are recognized and automatically populated by
                        <span class="keyword">Automatic
                                                  Invoicing</span>. If the
                        <span class="ph uicontrol">Vendor</span> field is
                    not auto-filled, you can enter a vendor name to search for that option. When the
                    vendor is used in subsequent invoices, <span class="keyword">Automatic
                                                  Invoicing</span> will recognize the vendor and automatically
                    populate that field.</div>
                    </div></li></ol>
        </div><section class="section"><h2 class="title sectiontitle">Requirements</h2>
            
            <div class="p">
                <ul class="ul"><li class="li"><span class="ph">You can take advantage of
								<span class="keyword">Automatic
                                                  Invoicing</span> if
							your company's subscription  is part of our <span class="keyword">Trimble
                                                  Construction One</span> contract.</span></li><li class="li">To access <span class="keyword">Automatic
                                                  Invoicing</span>, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see <a class="xref j-external-link" href="https://help.viewpoint.com/?resource_id=spectrum_000001&amp;version=Spectrum_Spectrum" target="_blank">Single Sign-On</a> in the <span class="keyword">Spectrum</span> Help. </li></ul>
            </div>
        </section>
        <section class="section"><h2 class="title sectiontitle">Setup</h2>
            
            <div class="p">
                <ul class="ul">
                    <li class="li">Give users access to <span class="keyword">Automatic
                                                  Invoicing</span> in <span class="keyword">Trimble
                                                  Construction One</span>. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing">Give a User Access to <span class="keyword">Automatic
                                                  Invoicing</span></a>.</li>
                    <li class="li">In Spectrum, enable <span class="keyword">Automatic
                                                  Invoicing</span> for an AP
                        Company. See <a class="xref" href="/spectrum/spectrum/accounting/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/enable-automatic-invoicing-for-a-company-in-spectrum">Enable <span class="keyword">Automatic
                                                  Invoicing</span> for a Company in <span class="keyword">Spectrum</span></a>.</li>
                </ul>
            </div>
        </section></div></article></main></body>

The Data Entry menu is used to
      record invoices as they are received. Invoices can be tracked optionally through Unapproved
      Invoice Processing, and routed automatically to reviewers for approval. Options are available
      for correcting invoice entry errors. Typically, invoices are entered and updated, then later
      paid. In addition, credit memos, recurring invoices and subcontract progress billings can be
      created and processed. Payments can be made by issuing regular check or by manual or pre-paid
      checks. Issued checks may be voided.

Data Entry Overview

If an invoice is posted to G/L in July, reversal posts to G/L
        in Aug, when performing a reversal, you might find you don't have the option to
        automatically move both items to history. This is because a G/L transaction is required.
        Below is an example of the accounting process if the reversal performed manually in August
        for an invoice entered in July:

Performing Invoice Reversals for Previous Months

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

Automatic Invoicing (for Trimble Construction One Users)

Spectrum

If your company uses Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) in Microsoft Office for the web. You won’t be able to open the document in Microsoft Office if it's an older version of office or if the document has custom mandatory fields with no values.

Revise a Document Live with Microsoft Office 365

<body id="concept-8694"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Edit a Document Live in VFP</h1><div class="body conbody"><p class="shortdesc">If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.  </p><section class="section"><h2 class="title sectiontitle">Enable Microsoft Office for the Web</h2><p class="p">When you first open a Microsoft Office document in VFP, <span class="ph">a user agreement message appears. Review the agreement and accept to proceed. If you decline the agreement, you cannot use the feature and the message will reappear if you try to use this feature again.</span></p><p class="p">When the user agreement has been accepted, the option to open a Microsoft document will be available from the drop down menu.</p></section><section class="section"><h2 class="title sectiontitle">Co-Authoring and Versions</h2><p class="p"><span class="ph">When you edit a document in Microsoft Office for the web, changes are saved automatically, and a new document revision is created once you close the editing session. More than one user can access the same document at the same time and make edits.</span> When each user closes the editing session, a new item revision will be added. <span class="ph">An audit is logged in the item's Activity Log for each user that opens the item. When each user closes the editing session after making a save, a new item revision will be added. </span></p></section><section class="section"><h2 class="title sectiontitle">File Types</h2><p class="p">If you upload an older file type to VFP (for example, .doc, .ppt, .xls), you  will not be able to edit them in Microsoft Office for the web. You won't see the option from the drop-down menu.</p></section><section class="section"><h2 class="title sectiontitle">Permissions</h2><p class="p">Permissions for Microsoft Office for the web are no different than the existing permissions for the current Live Revise process.</p></section><section class="section"><h2 class="title sectiontitle">Session Length</h2>
            
            <p class="p">The session length for Microsoft Office for the web is 60 minutes. After 50 minutes of inaction, you will receive a warning stating when your session will expire. Clicking <span class="ph uicontrol">Save and refresh</span> in the warning window will restart another 50 minutes. After 60 minutes of inaction, you will receive a warning that your session has ended. You will need to close the tab and restart the session.</p>
        </section></div></article></main></body>

You can revise an item and then upload a new revision to share, edit the information associated with an item, and move items between containers, to make sure your latest information is right where you want it in Viewpoint For
                                                  Projects™.

Revise, Edit, and Move Items

If you want to use Live Revise, you need to disable protected view for each Microsoft Office program or you will get an "In Use" error message.

MS Office Setup for Live Revise

If you use Microsoft Word, Excel, or PowerPoint, you can edit a VFP document (.docx, .pptx, or .xlsx) live in Microsoft Office for the web, allowing easy collaboration whilst retaining the control and governance of your workflow, permissions and security in VFP.

Edit a Document Live in VFP

Viewpoint for Projects

<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 (without Azure AD)</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 you do not use Azure AD to log in to your Trimble Viewpoint
                    solutions.</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 multifactor 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><li class="li"><span class="ph">If your organization requires multi-factor authentication (MFA) when signing in with your <span class="keyword">Trimble ID</span>, do not use any of the Google, Apple ID, or Microsoft sign-in options.</span></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 uicontrol">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 <span class="keyword">Trimble ID</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></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

Take these steps one time to link your Azure AD credentials to your Trimble ID.

Upgrade your Viewpoint ID to Trimble (with Azure AD)

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 (without Azure AD)

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-2023-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/whats-new-in-spectrum-2023-r1

Vista Field Service

Creating PDFs and Sharing Links from Viewpoint Help

<body id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1"><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> 2023
        R5</h1><div class="body conbody"><p class="shortdesc">The 2023 R5 release of <span class="keyword">HR Management for
                                                  Spectrum</span> delivers the ability to
        view an employee's job details and enhancements to the User Management - Beta page. This
        release is available as of 5/23/2023.</p><section class="section" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__section_t1k_kng_lxb"><h2 class="title sectiontitle">Employee Details</h2>
            
            <p class="p"><span class="ph uicontrol">New! View employee
                    job details</span>
            </p>
            <p class="p">HR managers and authorized HR specialists can now view an
                employee's current job information from the Employee Details page. Under
                    <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>, select the new <span class="ph uicontrol">Employment</span> tab to view job details, including the employee's ID,
                company, job title, hire date, location, payroll department, and cost center (if
                applicable).</p>
            <p class="p"><img class="image" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__image_nqy_fgc_mxb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/763e5890-f9ce-11ed-965b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686116516&amp;Signature=TFEELFX23R2EZAelhDX9HuMhrNKuBGdbxdLjVsyBku1Hafu%2BHdnWVewrG9vdOxcb%2Fg4BqcGWr49CaeKCkjn82%2BvvTa1QuEimBGOIKIXGu5JmOMw%2FNmgt7t8iFGpSBfN%2F9RbrsxCmdCmXJsDI8BgDZ%2BYmL0vOj6Q9DHT6RRlz72ivNMo5v6%2F%2BnYbVSPqSFCs4kuAi6zho3iLpaYjcwg2wTWrRbYZE9vxy3C6RTzqiP2EXr1SgiOs%2BVMMQ72pNh0i5zck21Z1zOHrw8DlThtqKLzRttQwwO55vB2VciJLzMuPtysgrRq9xYsESPdlFiSca%2FD0xjKsYPbNccFWfkqsBzg%3D%3D"></p>
            <p class="p">For more information about the fields shown on the new <span class="ph uicontrol">Employment</span> tab, see <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/employee-details/employee-details-fields">Employee Details Fields</a>. For help accessing the Employee Details page, see <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/employee-details/view-employee-details">View Employee Details</a>.</p>
        </section><section class="section" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__section_l1f_lng_lxb"><h2 class="title sectiontitle">User Management</h2>
            
            <p class="p"><span class="ph uicontrol">New! Enhanced
                    filters on the User Management - Beta page</span></p>
            <p class="p">The following improvements were made to the filters available on
                the <span class="ph uicontrol">User Management - Beta</span>
                page:</p>
            <div class="p">
                <ul class="ul" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__ul_skp_tpg_lxb"><li class="li">
                        <p class="p">The <span class="ph uicontrol">Company</span>
                            filter has been moved to the top of the page, and it has been changed to
                            a drop-down field. Select a company from the drop-down list to narrow
                            search results in the grid.</p>
                    </li><li class="li">
                        <p class="p">The <span class="ph uicontrol">Roles</span> and
                                <span class="ph uicontrol">Employment
                                Status</span> filters were also changed to drop-down fields.
                            Each of these drop-down fields offers the same check boxes as before.
                            Select one or more check boxes for each filter to narrow search results
                            in the grid.</p>
                    </li></ul>
            </div>
            <p class="p"><img class="image" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__image_fjv_zkc_mxb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/U3JAd7n7YG4Eg8iD46rb/77aa44a0-f9ce-11ed-965b-024202b4c28e?GoogleAccessId=viewpoint-prod-k8-content-api@production-services-302914.iam.gserviceaccount.com&amp;Expires=1686116516&amp;Signature=OZ75pXhxJb6mNLR%2FtFXZYU6m20r8yDQG4U0wlJRi1qJgfs3buCF1sTQlTJrG0FXZnQEm0sDW%2FXbqM1PyIQYGLuJlL4vlWqaJQhg5bHcoq%2Bzn6w0peLONkg96mghPcMT0%2BMMupwjv5qtT2nMhmmSmxrsJPuAsBEKr3WvHrECvtCDRBPIK%2FgY8kHp1fROe0ecf1ely81OFusIHZKTx2FBW8fOBJoP%2FdnHYp7ynkRNo79sfH0VUrBAvGSttQUizWwm%2BcwY0Ef17b2pUvkMncbMpJfWFNisGrnJP0Yu%2B9k0HgtVf2AKvD5NW5DbIzuIcuKULEE9r4Q2QdKWCmIgmu%2FbnDA%3D%3D"></p>
            <p class="p">For more details on how to use the <span class="ph uicontrol">User Management -
                    Beta</span> page, see <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/invite-employees/invite-employees-to-employee-self-service/verify-that-employees-can-access-employee-self-service">Verify That Employees Can Access <span class="keyword">Employee
                                                  Self-Service</span></a>.</p>
        </section><section class="section" id="concept-97529e46-ab79-4a8f-88df-f89c93ea55d1__section_ojr_mhr_mxb"><h2 class="title sectiontitle">Migrate Employees to <span class="keyword">Trimble
                                                  Construction One</span></h2>
            
            <p class="p"><span class="ph uicontrol">Full names now migrated into the system</span></p>
            <p class="p">Previously, when migrating employee users from <span class="keyword">Spectrum</span> to <span class="keyword">Trimble
                                                  Construction One</span>, only the first two words of an employee's name, as
                shown in the <span class="ph uicontrol">Operator
                    Maintenance</span> screen in <span class="keyword">Spectrum</span>, were migrated. As a result, for users who had a
                middle name (or middle initial) entered in <span class="keyword">Spectrum</span>, only their first and middle names would show in
                    <span class="keyword">Trimble
                                                  Construction One</span>. This has been corrected. An
                employee's full name, as entered in the <span class="ph uicontrol">Operator Maintenance</span> screen in
                    <span class="keyword">Spectrum</span>, will now be
                migrated to <span class="keyword">Trimble
                                                  Construction One</span>.</p>
            <p class="p">For help inviting employees into the system, see <a class="xref" href="/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/invite-employees/invite-employees-to-employee-self-service">Invite Employees to <span class="keyword">Employee
                                                  Self-Service</span></a>.</p>
        </section></div></article></main></body>

The 2023 R4 release of HR Management for
                                                  Spectrum delivers the ability to
		require a check image for direct deposit bank accounts. This release is available as of
		5/3/2023.

What's New in HR Management for Spectrum 2023 R4

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2023-r5

What's New

The 2023 R5 release of HR Management for
                                                  Spectrum delivers the ability to
        view an employee's job details and enhancements to the User Management - Beta page. This
        release is available as of 5/23/2023.

What's New in HR Management for Spectrum 2023 R5

HR Management for Spectrum

A list of the database table changes made since the previous release.

Table Changes in Spectrum 2023 R1

<body id="concept-4d1e9a4d"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Spectrum 2023 R1</h1><div class="body conbody"><p class="shortdesc">Spectrum 2023 R1 contains updates, time-saving enhancements, and fixes to customer-reported issues.</p><section class="section"><h2 class="title sectiontitle">Continued Success with Azure Migrations</h2>
            
            <p class="p">We continue to migrate customer organizations from AWS to Azure with little to no disruption to daily operations. </p>
            <p class="p">Placing our infrastructure onto Microsoft Azure lets us take advantage of Microsoft's significant cloud investments, such as collaboration, data processing and management, and security. For more information, see <a class="xref" href="/spectrum/spectrum/system-adminstration/system-administration/migration-to-azure-faqs">Migration to Azure FAQs</a>.</p>
            <div class="p">If your organization hasn't already been migrated, you don't need to take action - we'll contact the necessary representatives and proceed when it works best.<div class="note note note_note"><span class="note__title">Note:</span> This migration pertains only to organizations whose Spectrum instance is part of a Trimble Construction One contract.</div></div>
        </section><section class="section"><h2 class="title sectiontitle">Easier Vendor Payment Method change</h2>
            
            <p class="p">You now have an easy and efficient way to convert the payment method for vendors from electronic payments to paper checks, using a new screen dedicated to this purpose.</p>
            <p class="p">The Reset ePayments Vendor to Check screen lists all vendors currently set with a payment method of ePayments so you can choose which vendors you want to set with a payment method of check.</p>
            <p class="p">To visit this new screen, go to <span class="ph menucascade"><span class="ph uicontrol">Accounts Payable</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Utilities</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Reset ePayments Vendor to Check</span></span>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Updated Equal Employment Opportunity (EEO) report</h2>
            
            <p class="p">For the accuracy of your 2022 EEO reporting, whose collection is slated to open in mid-July 2023, the EEO-1 Component 2 report now uses the updated salary bands as provided by the EEO Commission.</p>
            <p class="p">For additional information, see <a class="xref j-external-link" href="https://www.eeoc.gov/data/eeo-1-data-collection" target="_blank">https://www.eeoc.gov/data/eeo-1-data-collection</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">Automatic weather-data import option removed</h2>
            
            <p class="p">With this version, your Spectrum application no longer has the <span class="ph uicontrol">Reported Weather</span> section nor the <span class="ph uicontrol">Get Weather</span> button that used to be in the Daily Log screen (<span class="ph menucascade"><span class="ph uicontrol">Project Management</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Project Log</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Daily Log</span></span>).</p>
            <p class="p">However, this functionality is available in our other project management solutions, Team and ProjectSight.</p>
            <div class="p">These are unaffected by this change:<ul class="ul"><li class="li">historical weather data you've already imported will remain in the daily log records</li><li class="li">you can still enter observed weather information</li></ul></div>
        </section><section class="section"><h2 class="title sectiontitle">Non-applicable button removed</h2>
            
            <p class="p">If your organization's license model is Named User License (NUL), the <span class="ph uicontrol">On Demand Usage</span> button in the Operator Maintenance screen - and the screen the button would launch - have both been removed in this version.</p>
            <p class="p">Since each license belonging to your organization is assigned to a specific user, the on-demand information provided by the screen isn't relevant or helpful to you.</p>
            <p class="p">For organizations whose license model is Concurrent User License (CUL), the button and the screen it launches remain, since it's meaningful to assess any license usage beyond the license count stipulated by their contract.</p>
            <p class="p">For additional information, see <a class="xref" href="/spectrum/spectrum/system-adminstration/system-administration/installation/about-on-demand-usage">About On-Demand Usage</a>.</p>
        </section><section class="section"><h2 class="title sectiontitle">More Show Me How videos</h2>
            
            <p class="p">Throughout your application, selected screens have embedded video tutorials, accessible by clicking on the "Show Me How" button. Show Me How videos provide Spectrum-screen-level videos of common functions, giving you yet another tool for learning Spectrum.</p>
            <p class="p">This release adds  new Show Me How videos to these screens in the Payroll module:</p>
            <div class="p">Data Entry<ul class="ul"><li class="li">Pre-Time Cards</li></ul></div>
            <div class="p">Payment Processing<ul class="ul"><li class="li"> Set Cycle</li><li class="li">Transfer Pre-Time Cards</li><li class="li">Time Card Entry</li><li class="li">Calculate Checks</li><li class="li">Calculation Reports</li><li class="li">Check Adjustments</li><li class="li">Print Checks</li><li class="li">Pay Cycle Reports</li><li class="li">Auto Deposits</li><li class="li">Update Pay Cycle</li></ul></div>
        </section><section class="section"><h2 class="title sectiontitle">Spectrum 2023 R1 Bug Fixes</h2>
            
            <div class="p">We've provided fixes to {<em class="ph i">n</em>} customer-reported issues. To see issues fixed in this version:<ol class="ol"><li class="li">Log in 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 <span class="keyword">Viewpoint Customer
                                                Portal</span>.</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 2023 R1.</li><li class="li">Click <span class="ph uicontrol">Apply Filters</span>.</li></ol></div>
        </section></div></article></main></body>

Spectrum 2023 R1 contains updates, time-saving enhancements, and fixes to customer-reported issues.

What's New in Spectrum 2023 R1

<body id="concept-1206001"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in Vista 2023 R1</h1><div class="body conbody"><p class="shortdesc">The Vista 2023 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 a review/approval workflow process for subcontracts, invoice delivery functionality for Job Billing invoices, the ability to assign project structure types to jobs/projects, and 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-1206001__table_l3p_vps_4lb"><caption></caption><colgroup><col style="width:180pt"><col style="width:180pt"><col style="width:180pt"><col style="width:180pt"></colgroup><thead class="thead"><tr class="row valign-top"><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__table_l3p_vps_4lb__entry__1">Accounting</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__table_l3p_vps_4lb__entry__2">Costs and Contracts</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__table_l3p_vps_4lb__entry__3">HR and Payroll</th><th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__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 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/accounting/accounts-receivable-features">Accounts Receivable</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/costs-and-contracts/job-billing-features">Job Billing</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/hr-and-payroll/payroll-features">Payroll</a></td><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/project-management/project-management-features">Project Management</a></td></tr><tr class="row valign-top"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/costs-and-contracts/job-cost-features">Job Cost</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td></tr><tr class="row"><td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/costs-and-contracts/purchase-order-features">Purchase Order</a></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td><td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__table_l3p_vps_4lb__entry__1 concept-1206001__table_l3p_vps_4lb__entry__2 concept-1206001__table_l3p_vps_4lb__entry__3 concept-1206001__table_l3p_vps_4lb__entry__4 "></td></tr></tbody></table></div>
        <div class="p">
            <table class="table frame-all" id="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0"><caption></caption><colgroup><col style="width:180pt"><col style="width:180pt"><col style="width:180pt"><col style="width:180pt"></colgroup><thead class="thead">
                        <tr class="row valign-top">
                            <th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1">Job
                                Resources</th>
                            <th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2">Service
                                Management</th>
                            <th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3">Adminstration</th>
                            <th class="entry align-left colsep-1 rowsep-1 valign-top" id="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4">System
                                Tools</th>
                        </tr>
                    </thead><tbody class="tbody">
                        <tr class="row valign-top">
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/job-resources/equipment-management-features">Equipment Management</a></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/service-management/service-management-features">Service Management</a></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/administration/headquarters-features">Headquarters</a></td>
                            <td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/system-tools/imports-features">Imports</a></td>
                        </tr>
                        <tr class="row valign-top">
                            <td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/administration/viewpoint-administration-features">Viewpoint Administration</a></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/system-tools/vista-reports">Vista Reports</a></td>
                        </tr>
                        <tr class="row">
                            <td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/system-tools/work-center-features">Work Center</a></td>
                        </tr>
                        <tr class="row">
                            <td class="entry align-left colsep-1 rowsep-1" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "></td>
                            <td class="entry align-left colsep-1 rowsep-1 valign-top" headers="concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__1 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__2 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__3 concept-1206001__d8a7bf64-0fc3-4954-81f7-56ce702909d0__entry__4 "><a class="xref" href="/vista/2023-r1/whats-new/system-tools/workflow-features">Workflow</a></td>
                        </tr>
                    </tbody></table>
        </div>
        <p class="p"></p><section class="section"><h2 class="title sectiontitle">Check Issue Status</h2><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><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-1206001__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/2023-r1/whats-new/about-viewpoint-help">About Viewpoint Help</a>.</p>
        </section></div></article></main></body>

Use the Hilti ON!Track integration with Vista to streamline
                        and automate your equipment management process.

Hilti ON!Track Integration

vista/2023-r1/whats-new/whats-new-in-vista-2023-r1

The Vista 2023 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2023 R1

Viewpoint Help

Vista

Viewpoint HR Management for Vista

Viewpoint HR Management for Spectrum

Viewpoint Analytics

Viewpoint Field View

Viewpoint For Projects

Jobpac Connect

Trimble Work Center

Videos

Accounting

The Pre-Construction module is an easy-to-use, integrated software solution that improves your pre-construction processes, enhances project team efficiencies and provides transparency in the project design, build and bidding process.

Welcome to Help for all Trimble Viewpoint products.

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