Main Menu Options

The Main Menu has a number of option that allow you to customize display options, create and maintain subfolders, add work centers to your application window, and more.


Lock Session - Use this option to lock your software session so that your work is 'preserved' until you are able to get back to it. You can also lock a session using the Lock () icon on the toolbar.


Use the Folders menu option to create and maintain subfolders. This option is only available when focus is on a folder in the menu - for example the PM module Programs folder or My Tasks folder.

Most of the Items options are used to create and maintain the items that display in a subfolder - for example you can use these options to copy a form in the Programs folder and paste it into a user-defined subfolder, which allows you to group forms and reports by process.
  • Select as F8 Jump-To Form – Use to designate the selected form as your 'Hot Key' form. Anytime F8 is pressed, this is the form that will display. Only one form can be assigned as the 'Hot Key' form. Selecting this option for any other form will overwrite the existing assignment with the new assignment.
  • Form Properties - Select a form in a Programs folder and then select the Form Properties option to launch the Form Properties form.
  • Display Accessible Items Only – Controls the display of forms and reports to which you have access. If security is in use and you check this option, only those forms and reports to which you have permission to access will display. If this option is unchecked, all forms and reports will display, regardless of security setup; however, those you do not have access to will be disabled.
  • Hide Standard Module Folders – Use to hide the module folders. This can be useful if you have set up your Company and/or My Tasks folder to contain all of the forms and reports you specifically need, and do not require access to any other folder(s).
  • Collapse All Folders – Use to collapse (close) all folders. This can be useful if you have several root folders open and are having to scroll to locate forms or reports. By clicking this option, you can close all folders at once, rather than having to close them one by one.
  • Expand All Folders – Use to expand (open) all folders. This can be useful for quickly identifying all subfolders within the root folders without having to open each root folder manually.
  • Text Size – Controls the font size of the Main Menu. This can also be accessed using the Text Size icon () on the toolbar.
    • Larger – Set menu to a larger font size (11 pt.).
    • Standard – Set menu to the standard font size (9 pt.).
    • Smaller - Set menu to a smaller font size )8 pt.).
  • Larger Folders – Select to set the folder icons to a larger size. Deselect to toggle the folders back to the standard size.
  • Display Logo Panel - Select this option if you would like the logo of the company selected in the Company drop down to display at the top of the main application window. If you use multiple companies, the logo provides a quick visual reference for which company is the selected company. Logos are added to companies using the Additional Info tab on HQ Company Setup.
  • Display Toolbar - This option toggles the main menu toolbar on or off. When checked (default setting), the toolbar displays (On mode) on the main menu; when unchecked, the toolbar is hidden (Off mode), allowing you to maximize the real estate of the main menu and work centers.
    Note: All options available from the toolbar are also available from the menu bar. Selecting/Deselecting this option affects the main menu toolbar only; it has no effect on the toolbar available on each form.
  • Larger Toolbar Buttons – Select to set the toolbar buttons to a larger size. Deselect to toggle to the standard button size.
  • Display ToolTips – Controls the display of tooltips. When checked, hovering (your mouse) over a form icon/name will show brief information about the selected form (e.g. form name and 'last accessed' info). This will also enable tool tips at the field level in forms; however applies only to fields that have a description. For example, if you hover over a phase field, the tooltip will be the phase description.
  • Display Active Info – Determines what information will display next to the Company drop down field on the Menu and Dashboard Work Centers. When selected, a submenu displays and includes the following options:
    • None – Select this option if you do not want to display any information.
    • JC Job – Select this option to always display the currently active JC Job. This information will refresh each time a new job is entered in the following forms: JC Jobs, JC Job Phases, JC Change Orders, JC Cost Projections, and JC Revenue Projections.
    • PM Project – Select this option to always display the currently active PM project. This information will refresh each time a new project is accessed in forms where the key field is Project (e.g. PM Projects, PM Change Orders, PM Material Detail, PM Meeting Minutes, etc.).
    • PR Pay Period - Select this option to always display the currently active pay period. This information will refresh each time a new pay period is specified in PR Pay Period Control.
  • Change Active Info - Opens the Change Active Information form which allows you to set the active information for jobs, projects, and pay periods.
  • View – Determines the display format of forms and reports on the Items pane. You can also access this menu using the Items View icon () on the toolbar.
    • Large Icons – Displays all forms and reports as large icons, left to right. Form or report name will display below each icon.
    • Small Icons – Displays all forms and reports as small icons, top to bottom. Form or report name will display to the right of each icon.
    • List – Displays all forms and reports in 'small icon' format, except in columns. This allows all forms/reports to display on the screen without having to scroll down.
    • Details - Displays all forms and reports in 'small icon' format, and includes additional details. Details shown include Type and Last Accessed, Rpt Owner (reports only), and Work Flow (Company and My Tasks folders only).
  • Sort – Determines form and/or report sort order. You can also access this menu using the Sort Item icon () on the toolbar.
    • Sort by Title – Use to sort forms and reports by title.
    • Sort by Type – Use to sort forms and reports by type (e.g. Acct, Form, Drilldown).
    • Sort by Rpt Owner – Displays for reports only. Use to sort reports by the report owner.
      Note: This option is meaningful only for user-created reports - standard reports do not show a report owner.
    • Sort by Work Flow – Displays in the Company and My Tasks folders only. Use to sort forms by the assigned work flow order (i.e. the order in which you would typically use the forms). Work flow order is determined by dragging the form to the desired position, which then reassigns the work flow sequence number accordingly.
    • Sort by Last Accessed – Use to sort by the 'last accessed' date and time.
      Note: You can also sort items in a subfolder by manually clicking on the desired column in the Items pane. A blue arrow will display in the column by which the forms and/or reports are currently being sorted. If the arrow points up, the data is being sorted in descending order. If the arrow is pointing down, the data is being sorted in ascending order. If you wish to sort by a different column, just click in the heading of the desired column.
  • Change Password – Use to change your login password. More Info
  • Minimize On Use – Use to auto minimize the Main Menu when you open a form or report. This can be useful in keeping your screen less cluttered when working in forms or viewing reports.
  • Colors – Launch the Color Selector form, which allows you to change the color scheme of the application. You can also launch this form using the Colors icon () on the toolbar. More Info
  • User Options – Use to define user-specific options (e.g. 'Enter as Tab', Confirm Updates, map site designation, hot key assignment, etc.). More Info
  • Work Centers - Use to apply a work center profile to your user account, as well as add, remove, or customize work centers for your user account. More Info

This menu displays a list of links. Some are in the list by default, and you can define others. Upon initial access, this menu will include a link to the Viewpoint Construction Software website.

  • Organize Links – This option provides access to the Organize Links form, where you can add, edit, and delete links. Defined links will display in the Links menu above this option. For more information, see Organize Links.
This menu displays a list of the forms and reports that are currently open (including the Main Menu). The company information will be included with the name of each form and report that is open. For example, if you opened the AR Company Parameters and HQ Company Setup forms from within Company #1, the list will show:
  • 1 AP Company Parameters for ABC Contracting
  • 1 HQ Company Setup for ABC Contracting
If you change companies while you have forms open, any forms you open from within the newly active company will show for that company only; the previously opened forms will retain the information for the company in which they were accessed. For example:
  • 5 AP Payable Types for Linden Mechanical
  • 1 AP Company Parameters for ABC Contracting
  • 1 HQ Company Setup for ABC Contracting
  • Viewpoint Help – Use to access the Vista Help home page on the Viewpoint Help site, where you can find release notes for the latest release, use search to find specific information, and access featured videos and articles. You can also access Help for other Viewpoint products, as well as related resources, such as the Customer Portal, Knowledge Base, and Viewpoint Academy.
  • Customer Portal & Support
    • Customer Portal - Use to access the Viewpoint Customer Portal, where you can download the latest releases, request support/assistance from Viewpoint Support, and access learning tools, such as the Viewpoint Academy and Knowledge Base.
    • Support Knowledge Base - Use to for direct access to the Knowledge Base, where you can find answers to frequently asked questions and instructional articles.
    • Remote Support – Use this option to join a video conference with Viewpoint Support. Support uses video conferencing as a means of accessing and trouble-shooting a customer's desktop, and will provide instructions for use of this option when applicable.
      Note: Viewpoint is transitioning to a new remote support platform. As a result, this link will be removed in an upcoming release.
  • User Community
    • The Network - Use to access The Network, where you can participate in discussion forums with other users, learn how to get the most out of your Viewpoint solutions, share feedback with Viewpoint product experts, and stay up-to-date on the industry’s most recent developments.
    • Suggestion Box - Use to access the Viewpoint Suggestion Box, where you can enter suggestions about features or functionality you'd like to see in Vista, as well as review the status of existing suggestions.
  • Training – Use for direct access to the Viewpoint Academy, where you can find tutorials, job aids, videos, classroom and virtual training, and certification programs.
  • System
    • View Logs – Use to access the Viewpoint Log Viewer, which provides a list of error messages, audit records, and application access information.
    • Logged On Users – Use to view a list of users that are currently logged on to the system and how many licenses are in use. Also includes email options. For more information, see About the Logged On Users form.
    • Configuration – Use to review the software configuration information (i.e. which database you are on, the repository and local directory being used, and the assemblies that are currently loaded. For more information, see View System Configuration Details.
    • Check Remote Service Status – Use to check the status of the Vista remote service (i.e. the application server).
    • System Information – Use to access information about your system. For more information, see About the System Information Form.
  • What's New - Use for direct access to the Trimble Viewpoint Blog, which provides information about the latest product releases and enhancements.
  • About Vista – Use to access information about Vista, including the software version, contact information, product information, and website links, as well as current user information (user name and available licenses).