6 Minute Read
November 3, 2022
As a contractor, you know that getting your hands on accurate financial and project data can be a significant challenge. Often, you have to build complex crystal or SQL reporting which requires expert level resources to assemble. And typically the people who can help you assemble the data aren’t the ones who can tell you what the data even means for your business.
Enter Viewpoint Analytics, where we’ve made accessing data and creating detailed reports and visuals a much easier process—for anyone within your organization. From project managers to the executive team, Viewpoint Analytics lets you self-serve what data you want to see and how you want to see it—all in a few simple clicks.
Viewpoint Analytics helps you access all of your data in a single location, where you can analyze and report it with actionable and accurate results to enhance your strategic business decision-making. If you are a Trimble Construction One customer you can access Viewpoint Analytics through the same menu that you use to get to Team Project Management. And, getting started is a lot easier than you might think!
As with many applications in Trimble Construction One, what you can see and what you can do is determined by your assigned role and the permissions associated with that role.
These Viewpoint Analytics roles and permissions are assigned by your Enterprise Administrator. The three Roles or “levels” that can be assigned within Viewpoint Analytics are:
Someone with an administrator role, also called an “admin,” can see all available data and reports, create reports and post reports to a public folder for others to use—that is the only role that can do so. A user in Viewpoint Analytics can view and edit existing reports, create reports from data to which they have access, and save those reports to their own My Reports folder. A reviewer in Viewpoint Analytics can only view reports, but not edit or create them.
Inviting people to Viewpoint Analytics and setting roles is simple and straightforward in Trimble Construction One. If you’re an Enterprise Administrator, you’ve likely created similar invitations for other applications, like Viewpoint Team.
If the user is already a Trimble Construction One user, it is a simple matter of adding their access to Viewpoint Analytics:
You’ll see a list of all of your Trimble Construction One users. If you have many users, you can enter the user's name in the search field to quickly find a specific user. After finding the user you want to add to Viewpoint Analytics:
The existing user now has access to Viewpoint Analytics in the designated role, with access to multiple business units.
If the user you want to add is not already a Trimble Construction One user, you’ll have to enter additional information to complete the invitation:
Now you know how to invite new users to Viewpoint Analytics. You’re on your way to making better decisions based on the latest information and most insightful analysis of your business data. Happy reporting!
Interested in learning more about Viewpoint Analytics can help make you a more data-driven contractor? Contact us today for your own, personal demonstration.
6 Minute Read
November 3, 2022
5 Minute Read
October 10, 2019