Vista

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VistaViewpoint HR Management for VistaViewpoint Financial ControlsViewpoint Field ManagementVista Field ServiceSpectrumViewpoint HR Management for SpectrumViewpoint TeamViewpoint AnalyticsViewpoint Field ViewViewpoint For ProjectsJobpac ConnectTrimble Work Center

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Vista

Vista Contents

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  • What's New

  • Videos

  • Accounting

  • Costs and Contracts

  • HR and Payroll

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    Project Management

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      Projects and Contracts

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        Projects

        • Create a Project

        • Set up Phases for the Project

        • Copy Phases to a Project

        • Interface the Project to Job Cost

        • Copy Project Firms/Contacts to Another Project

        • Set up Job Level Security

        • Create a Project Note

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          About Project Setup

        • About Linking Projects and Contracts

        • About Sub-Sub Phases

        • About Project Reviewers

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          PM Projects Form

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          PM Copy Project Form

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          PM Project Add-Ons Form

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          PM Project Phases Form

        • PM Copy Project Phases Form

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          PM Project Phase Status Change Form

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          PM Template Phases Form

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          PM Copy Template Form

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          PM Phase Cost Type Settings Form

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          PM Project Firms Form

        • PM Project Firm Copy Form

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          PM Project Budgets Form

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          About the PM Copy Project Budgets Form

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          PM Project Locations Form

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          PM Notes Form

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          PM Notes Review

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          PM Notes Review Management

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          PM Document Mapping for VPC Form

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          PM Publish to VPC Form

  • Service Management

  • Job Resources

  • Administration

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  • Reports Catalog

  1. Vista (2022 R2)
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  3. Project Management
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  5. Projects and Contracts

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Projects and Contracts

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Projects

Find information about setting up and maintaining projects, including associating phases and cost type with the project, setting up project firms and contacts, setting up budgets, and defining add-on costs.

About Project Setup

Set up Phases for the Project

About Project Reviewers

Copy Project Firms/Contacts to Another Project

Set up Job Level Security

Create a Project Note

Interface the Project to Job Cost

Project Management
Vista
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Last updated: February 23, 2023

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© 2023 Viewpoint, Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Viewpoint Field Service™, Spectrum Service Tech™, ViewpointOne™ and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc., Viewpoint, Inc., or their affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.

Trimble is developing technology, software and services that drive the digital transformation of construction with solutions that span the entire architecture, engineering and construction (AEC) industry. Empowering teams across the construction lifecycle, Trimble's innovative approach improves coordination and colaboration between stakeholders, teams, phases and processes. Trimble's Connected Construction strategy gives users control of their operations with best-in-class solutions and a common data environment. By automating work and transforming workflows, Trimble is enabling construction professionals to improve productivity, quality, transparency, safety, sustainability and deliver each project with confidence. For more information, visit: construction.trimble.com.