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4 Minute Read
There are some updated features around how HR professionals and managers can conduct performance reviews in Viewpoint HR Management for Vista. It’s easier than ever to adopt new ways to formalize your approach to helping your employees grow in their roles. On the performance review dashboard, new percentage fields show how many reviews are in progress, awaiting reviews, or have been finalized. Reviews are also searchable by dates, employee names, or by performance templates. Managers and supervisors can also be auto-assigned to review tasks.
Other new features include a bulk email notification button to remind users of performance review tasks, a new employee portal feature that automatically assigns performance review tasks, new workflows to make 360 reviews and management easier for users, downloadable PDFs of performance review notes and comments, different template options for employees and managers, and the ability to disable employee self review processes.
See all of the new features in action:
Trimble Construction One Vista users now have one-stop access to and ease of navigation across Trimble Viewpoint apps and services with new single sign-on (SSO) capabilities. One log-in now connects users to Vista version 2021-R1.03, Viewpoint Team and Viewpoint Analytics, and allows them to bypass the Viewpoint Customer Portal log-ins for each application, providing a one-stop shop for support, learning and troubleshooting, and technical issues. SSO simplifies user management and reduces IT burden by allowing Trimble Construction One Vista users to move seamlessly across connected applications, while providing an extra layer of data security through multi-factor authentication (MFA) for their single sign-on experience.
Viewpoint customers are now able to create, edit and track potential change orders (PCOs) within the connected Viewpoint Team solution. This is another giant step forward toward fully web-based budget and cost management for project managers. This gives them real-time visibility into their change order process without the need for double entry between disparate systems. This capability was released for Vista Trimble Construction One customers, and is coming for Trimble Construction One Spectrum clients and to the offline capable mobile app, allowing change orders to ultimately be entered anywhere, any time. Watch below to see how these connected PCOs work:
This Spring, we’ve made multiple enhancements to Vista to improve users’ experience, including more timely reporting of critical financial data and deeper insight into projects. In the video below, you’ll see a quick overview of some of the R1 enhancements.
One of the key new enhancements of the 2021 R! Vista release is a brand new feature set called AP Vendor Merge. Now you can easily identify and link duplicate vendors within Vista, allowing you streamline your vendor and AP workflows with a single source of connected vendor data. One vendor can be designated as a parent vendor and other duplicate vendors can be grouped into the parent, with historical data archived. The AP Vendor Merge gives users a tool to easily clean their vendor data. This has been a top client suggestion that Viewpoint has delivered on. See how it works below:
Now it’s easier than ever to access and report on all of your project data if you’re hosted with ViewpointOne Vista. Leveraging Viewpoint Analytics, Vista admin users can apply a simple drag-and-drop business intelligence tool to compare and contrast all project data in Vista — without having to set up a new project in Viewpoint Team. This allows you to gain even deeper insights into projects and make more data-driven decisions. Check out how it works below:
A new key feature in the latest release of Viewpoint Field Management is the ability to have connected field tickets. The field ticket solution is now integrated with the job cost field ticket tables in Viewpoint’s Vista ERP.
This allows for faster, simpler billing processes in Vista by generating bills from approved job costs associated with approved field tickets. The integrated field tickets can be created in the Field Management web portal and can be used to track change orders, for time and material billing tickets or against an owner T&M purchase order, or any work that need to be billed against later for a particular job.
Field ticket users can enter notes, take and add pictures from mobile devices, enter time card information and more, with instant updates delivered back to Vista’s job cost and field ticket table fields.
Watch a full demo of the new connected field ticket capabilities:
Viewpoint Team now features the ability to hyperlink from one drawing or drawing set to another set. This breakthrough means finding the right documentation in the right order is easier than ever. When one set of plans is updated, hyperlinks to those changes can be easily added to all other relevant drawings or drawing sets to ensure proper versioning control.
Now, all project stakeholders — whether they’re in-field crews and supervisors, project managers, back-office account teams, or executives — can navigate the most up-to-date versions of drawing sets quickly and easily. This significantly reduced the amount of time project teams spend trying to find the right set of drawings, as well as reduces risk of project errors by further ensuring teams are working from the latest version at all times.
Hyperlinks can also link the latest data directly between drawings and submittals, RFIs, issues and other project documents, so that project teams can quickly reconcile data between drawings and other project documentation without additional manual steps.
Watch how automated hyperlinking in Viewpoint Team works in this video:
Viewpoint Field Management’s mobile solution now has grid-based time entry capabilities, designed specifically for tablet devices. Now, supervisors, forepersons and others on the jobsite can easily view their jobs, phases, people and equipment in an easy-to-navigate grid.
This allows them to quickly bulk enter employee time, view hours allocated by earn code and much more. And setting up grids for new projects or jobs is as simple as a few taps. Make full use of your large tablet screen with this awesome new capability. Watch below for a demo of how the new grid entry works:
Two key features for our Spectrum Service Tech solution were released in February. Here are closer looks at each:
New work order creation from mobile app: Service Tech users can now create work orders from the field to handle additional work when out on a call. Technicians can create work orders when the back office is closed. This is especially helpful for weekend techs, helping to keep workflows moving when last-minute work or emergency calls are needed and work performed needs to be captured. Watch how it works:
‘Other Charges’ page: Technicians are often faced with capturing additional charges incurred in the field. These may include things like permits, travel costs or equipment charges. Service Tech now allows technicians to add or delete these charges directly to the work order from the field rather than relying on the back office staff to input. A multi-select tool also allows multiple charges to be gathered and added at once. See how easy this is for techs:
There were a number of enhancements made to Viewpoint’s Spectrum Construction Management Software solution as part of its 2020 R3 release in December, including year-end regulatory enhancements, the ability to now purge unposted transactions, a refresh button and new ePayments features for Spectrum. Here’s a look at each:
Year-end regulatory enhancements: For accounts payable, we’ve updated the 1099 form to support the new NES format for the United States/ The W-2 (U.S.) and T4 (Canada) have been reconfigured to support all of the new 2020 rules including COVID-19 requirements. Changes have also been made for the 1095-C form (ACA). Nelco, the integrated electronic filing solution available within Spectrum has also seen enhancements with its tools to help correct files as they’re sent to Nelco for processing. There were also adjustments for non-standard calendar years for Canadian clients. Finally, there were a number of significant improvements made for the tax table import to make it easier to, among other things, import tables, see what was last imported and what version you’re using. Learn about all of these updates here:
Purge unposted transactions: This new set of tools is a way to quickly and easily delete a group of unposted transactions. Clients can now purge by batch code vendor or customer invoices, or equipment, inventory or job cost transactions. This is helpful for clients using Spectrum’s SDX solution for data import, allowing them to easily delete inaccurate data and import again with ease. This was a top request of clients that we’ve now addressed. See how it works:
Refresh button: As simple as it sounds, the new refresh button in Spectrum allows you to update the page you’re on without having to leave and come back. Another top suggestion box enhancement, we’ve now added this ability to the following areas:
Learn more about this new feature here:
Viewpoint ePayments enhancements for Spectrum: A number of new enhancements were made to our Viewpoint ePayments solution for Spectrum clients. Among then, we added the ability to download and import the Return File that shows how transactions were resolved through ePayments solution provider Nvoicepay. We also added a new utility to help clients quickly change or set vendors to use ePayments. See all ePayments enhancements and new features here:
A number of enhancements to Spectrum’s Service Tech Mobile solution were released in November, including signature page enhancements and new purchase orders and materials pages.
Signature page enhancements: You can now review and edit entire work orders from the signature page. Additionally, you now have the ability to add or edit full notes, and include notes from purchase orders and choose to display or not display pricing options. This gives you the ability to capture all work completed notes and clock out just before capturing the customer signature, and presents the customer with a clear, concise summary of work done in an easy-to-digest format. Watch these new enhancements in action:
Purchase orders page: This is a new feature added to Service Tech that allows you to pull purchase order numbers from the field using the mobile application. As a tech, you can add notes and quickly submit back to the office for processing on their schedules. Notes added to purchase orders can also be captured on the signature page for quick and easy customer review. This increases the speed of purchase orders, and subsequently work order processing, while also reducing the need for techs to carry and manually process paper purchase order forms. Watch how it works:
Materials page: Another new feature added to Service Tech, the materials page lets you quickly pull stock from your service vehicles or add non-stock items to work orders. You can also pull and assign materials from multiple vehicles or warehouses at once. This lets you better manage your materials and inventory in real time - with the ability to work online or offline, and connect directly to work orders to boost both billing and work order costing cycles. See the new materials page in action:
Learn more about the value of modern service and work order management technologies in this ebook: How Integrated Technology is Fueling Today’s Leading Service Contractors.
With this newest enhancement, Viewpoint Analytics users can create reports on project RFI data captured at the field level. Creating an RFI report is easy - just log into Viewpoint Analytics, access the Project Management: RFIs data source and begin creating your own customized reports using Viewpoint Analytics’ intuitive drag-and-drop report-building feature. Manage your projects, regions or the entire organization with confidence through performance and risk trends reporting. Understand instantly the status of specific RFIs or groups of RFIs and create powerful visualizations and dashboards to stay on top of RFI management. See how:
Learn more about how Viewpoint Analytics is transforming the construction data landscape in this blog: How Viewpoint Analytics Can Help You Future-Proof Your Construction Business.
Viewpoint Team users with the appropriate access can now start building their own reports and dashboards for operations data within Team, using powerful business intelligence tools through the connected Viewpoint Analytics solution. Users can launch Viewpoint Analytics from the same portal as Viewpoint Team and begin creating virtually any style of report or data visualization on specific operations data using simple drag and drop data features. Accessing the powerful analytic tools within Team allows users to better understand their project data, compare and contrast multiple projects at once and ultimately make smarter project and business decisions.
Learn more in this informative video:
Viewpoint Analytics is a game changer for contractors. Getting started is easy — we break down how in this blog.
The 2020 R4 release of Spectrum’s Service Tech mobile solution includes the ability to capture electronic signatures in the field so service technicians can help speed up service contractors' billing and payment processes.
Service Tech’s electronic signature capability also improves customer service and reduces risks. Emails with signature authorization for work or payment can be made available to customers all using the app, reducing the odds of billing disputes. Signatures can be captured at multiple times should different approvals be needed in technicians’ processes, and signatures can even be captured offline and synced with the back office later. The signature page is simple for techs to use and allows them a quick way to review their work.
Watch how Service Tech’s new signature capture works in this video:
Read more about the Service Tech mobile solution here.
A key part of Viewpoint’s 2020 R2 release for Vista, the job cost field ticketing feature helps users easily create and track field tickets. With a new ticketing form connected to Vista’s job cost contract master, users can manage their customer and project budgets more easily. Field tickets can be linked directly to customer purchase orders, as well as to labor, equipment and materials costs within Vista.
This allows Vista users to quickly create time and material billings based on approved tickets, leading to faster payments. The following video walks through For a full walkthrough of how the new field ticketing capabilities work:
Read more about Vista’s field ticketing capabilities here in this blog.
As part of Viewpoint Team’s complete project management and document control functionality, users can now easily capture, share and organize project photos from a central location. Construction professionals on the jobsite can easily snap photos from their iOS or Android devices and upload them directly to Team in seconds. Photos can be added directly to shared albums, or users can create separate albums with subfolders for different projects or phases. Users can also define tags and add descriptions to photos within Viewpoint Team, allowing your whole team to be on the same page.
See this enhanced photo sharing in action:
Learn more about how Viewpoint Team’s enhanced photo capabilities and how they can change the game for project managers.
Viewpoint Team now supports customer forms! Users with permissions can quickly and easily build customized form templates and assign to projects, allowing contractors to capture virtually any data fields they want, and improving project communication and collaboration between the field and back office.
Watch how it works:
Interested in learning about all of Viewpoint Team’s features? Visit Viewpoint’s Product Help site, to get an in-depth look at Team, and all Viewpoint products.