What's New in 2025 R4

What's New lists the enhancements and changes made in the 25.4 release. This release is available as of April 8, 2025. The Field Management Mobile application is available to download 24 to 48 hours following the release date.

Customers hosted in a Viewpoint for Cloud™ solution receive the latest update automatically. For customers who update modules manually, see Update the Portal for help.

Compatibility With Vista

The 25.4 version of the web portal is compatible with the following versions of Vista:
  • Vista 2024 R1
  • Vista 2023 R2
Important: For customers accessing Vista Web on an iPad:

Update your iPad to iOS version 17 or higher. If you are running on an iOS version older than iOS 17, Vista Web versions 25.2+ will not load.

For additional Vista Web compatibility information, see Browser and Operating System Compatibility Requirements.

Release Highlights

This release includes the following new enhancements. For more details, see the individual release highlights sections that follow.

  • I-9 Audit Report records all changes to the I-9 form: Track changes to employee I-9 forms with the new I-9 Audit Report, available from the Onboarding Dashboard and Onboarding Details pages. For details, see the HR Management Highlights - Onboarding section.

  • Enforce a meal break for a certain length of time before an employee can clock in again: The new portal setting Minutes to restrict clock in if a user has clocked out on a meal break allows you to set the number of minutes that users will be restricted from clocking in after they clock out on a meal break. For details, see the HR Management Highlights - Timecards section.

  • Assign a Buyer to a PO Requisition on the Purchasing Agent Dashboard: You can now assign a buyer to one or more PO requisitions from the Purchasing Agent Dashboard. For details, see the Field Management Highlights - Purchase Orders section.

  • Add a Notes column to Action Item and Checklist headers: After enabling a new portal setting and completing the setup in the Action Item or Checklist template, activate the Notes column on the Action Items or Checklists grid. For details, see the HR Management Highlights - Action Items section.

HR Management Highlights

The following enhancements and customer suggestions were added in this release.

  • Action Items
    • New portal setting: Enable Notes header column in Checklists and Action Items: Enable this setting to activate the Notes on the Action Items grid. For notes to display in this column, you must set up the Action Item Template with the header value of Notes, with this exact spelling and capitalization. For more setup details, see Manage Action Item Templates.

      When someone enters notes in the field on the Action Item, a shortened version of the notes display in the column on the grid. Select the text to view the full note.

      Portal setting location: Admin > Portal Settings > Checklists > General Configuration

  • Expenses
    • New! Route SM Work Order expenses to SM Work Order Reviewers: The new portal setting Enable SM Reviewer Expense Approvers allows you to route SM Work Order expense items to the reviewer assigned to the SM Work Order in Vista. For more information about enabling this setting, see Configure Expenses.
      Note: Following your portal update, this setting will apply to new SM Work Order expense items only, not to ones that were routed for approval prior to the update.

    • Users are now notified when attempting to submit an expense that is outside the restricted transaction date: If the portal setting Restrict Transaction Date to a certain number of days is enabled and users try to submit an expense receipt with a Transaction Date that is outside the permitted number of days, users now see a notification explaining why the expense can't be submitted.

    • Employees who can select expense reviewers can now choose a reviewer for each expense item in a receipt: Previously, the portal setting Allow employees to select Expense Reviewer on submission allowed users to choose a reviewer for the entire expense receipt at the header level. Now, when enabled, this setting allows users to choose a reviewer for each expense item (at the line level) from the Edit Expense Receipt page:

      Users can still choose a reviewer for all items in the expense receipt by choosing a reviewer from the Submit Expense Report for Approval popup window on the main Submit Expense page.

      For more information about this setting, see Allow Employees to Select Expense Reviewers.

      Note: This feature was added in an update after release 25.2+.
  • Onboarding / ATS

    • Admins can now leave notes on I-9s and W-4s and return these documents to users: If there are issues with any employee's completed I-9 or W-4, you can choose to Return to user and leave comments specifying what the user needs to review. For more information, see Return Onboarding Documents for New Hires to Review.

      When the user logs in to their onboarding profile, they will see the form that needs review and the notes that the admin left in a banner at the top of the form.

    • New! I-9 Audit Report tracks all employee and employer changes to the I-9: From the day Vista Web version 25.4 is installed and onward, you can track all changes to employee I-9 forms. Changes made to the I-9 prior to the installation date are not captured in the audit.

      The I-9 Audit Report is a PDF that includes the following details:
      • User who made the update
      • IP address of the user who made the update
      • Sections of the form that were updated
      • Previous and current entries
      • Date and time the E-Verify process began
      • Date and time the I-9 is downloaded

      Access the I-9 Audit Report from the Onboarding Dashboard, or from an employee's Onboarding Details page, once an employee starts filling out their I-9.

      For more information, see Generate the I-9 Audit Report.

    • New portal setting: Hide Federal Contractor text on Voluntary Self Identification (by Company): If you choose to include Voluntary Self-Identification forms in Onboarding or Applicant Tracking profiles, the following text displays by default in the Voluntary Self-Identification of Disability section:

      To remove this paragraph from your company's onboarding forms, enter your company number(s) in this setting, separated by commas if you list more than one. The paragraph will not be included in the form for each company listed.
      Tip: Before making changes, you should review this with your own legal team.

      For more information, see Configure Onboarding Settings or Configure the Applicant Tracking Module.

      Portal setting location: Admin > Portal Settings > Onboarding / ATS > General Configuration

  • Performance Reviews
    • Employee's Position Code now automatically updates in Vista HR Resources Reviewers tab after a performance review is finalized: For employee self reviews and manager reviews, the employee's Position Code (found in Vista HR Resources on the Payroll Info tab) automatically populates in the Reviews tab when the performance review is finalized in the portal.
      Note: The employee must have a Position Code entered in the Vista HR Resources Payroll Info tab for the value to populate in the Reviews tab.

  • Timecards
    • Enforce a meal break for a certain length of time before an employee can clock in again: The new portal setting Minutes to restrict clock in if a user has clocked out on a meal break allows you to set the number of minutes (per PR Co and PR Group) that users will be restricted from clocking in after they clock out on a meal break.

      When clocking out for a meal break, users select Yes in the Meal Break dropdown. Users can only select one meal break per day. The Meal Break field defaults as empty.

      If they attempt to clock in before the designated length of time for their meal break, they receive a warning message, but can still choose to clock in.

      For more information about configuring this setting, see Clock In / Clock Out Configuration.

      Note: This setting applies to clock-in / clock-out from the login screen and Kiosk, but not from the navigation bar or the FM Mobile Offline Time Clock Kiosk.

      Portal setting location: Admin > Portal Settings > Timecard > Time Clock

    • New portal setting: Enabled Line types in Clock-in: Entering one or more line types in this setting allows employees to select a line type when clocking in. Line type options include:
      • J: Job line type
      • S: SM line type
      • J,S or S,J: both Job and SM line types

      This setting applies to all areas an employee can clock in (login screen, navigation bar, Kiosk), except the FM Mobile Offline Time Clock Kiosk. Employees must clock out of one type before they can clock in with a different type.

      When clocking out, if the advanced portal setting Auto Create Timecard Line on Clock-Out is enabled, lines will automatically be added to the employee's standard timecard. For more information, see Configure Line Type Entry on Clock In.
      Note: Currently, the automatic creation of grid timecard lines when clocking out is only supported for Job line types. SM line types are not supported a this time.

      If this setting is not enabled, the Type dropdown field on the clock in page will be disabled and set to No Line Type.

      The new setting Enabled Line types in Clock-in replaces the setting Allow entry of Job and Phase on Clock In, which has been removed as of the Vista Web 25.4 release.
      • If your company had enabled Allow entry of Job and Phase on Clock In, you will automatically have Job entered in the new Enabled Line types in Clock-in setting.
      • If your company had not enabled Allow entry of Job and Phase on Clock In, the new Enabled Line types in Clock-in setting will not be activated. When users clock in or out, the Type dropdown field on the clock in page will be disabled and set to No Line Type.

      Portal setting location: Admin > Portal Settings > Timecard > Time Clock

Field Management Highlights

The following enhancements and customer suggestions were added in this release.

  • Checklists
    • New portal setting: Enable Notes header column in Checklists and Action Items: Enable this setting to make a Notes column visible on the Checklists grid. For notes to display in this column, you must set up the Checklist Template with the header value of Notes, with this exact spelling and capitalization. For more setup details, see Manage Checklist Templates.

      When someone enters notes in the field on the Checklist, a shortened version of the notes display in the column on the grid. Select the text to view the full note.

      Portal setting location: Admin > Portal Settings > Checklists > General Configuration

  • Progress Entry
    • Newly Completed column in Progress Entry is now sortable: Select the column name to sort the values by highest to lowest, or lowest to highest.

    • Improved navigation and filtering between pages of entries: You now have the option to jump to the First or Last page of progress entries.

      Improved filtering also allows you to make changes and search across pages without first needing to save.

  • Purchase Orders

    • New! Assign Buyers to PO Requisitions on the Purchasing Agent Dashboard: You can now assign a buyer to one or more PO requisitions from the Purchasing Agent Dashboard. The list of buyers to choose from is the employee group assigned to the portal setting Employee Group for PO Admins / Purchasing Dashboard Access.

      To assign a buyer, select the checkbox next to each PO Requisition you want to assign, choose the name from the dropdown field, and select Assign Buyer. You can see the name populate in the Buyer column on the right.

      To filter the Purchasing Agent Dashboard grid by buyers, select a name from the Buyer dropdown at the top of the dashboard.

      For more information, see Assign Buyers to PO Requisitions on the Purchasing Agent Dashboard.

    • Create a Tax Code Override Portal Lookup for Purchase Orders: This setting allows you to apply a lookup created in the portal to restrict the Tax Code dropdown for PO Purchase Orders, PO Requisition, PO Pending, Material Orders, and SM Purchase Orders. For an example of how to create a lookup in the portal, see Tax Code Override Lookup for Purchase Orders Example.

  • Timecards
    • Enforce a meal break for a certain length of time before an employee can clock in again: The new portal setting Minutes to restrict clock in if a user has clocked out on a meal break allows you to set the number of minutes (per PR Co and PR Group) that users will be restricted from clocking in after they clock out on a meal break.

      When clocking out for a meal break, users select Yes in the Meal Break dropdown. Users can only select one meal break per day. The Meal Break field defaults as empty.

      If they attempt to clock in before the designated length of time for their meal break, they receive a warning message, but can still choose to clock in.

      For more information about configuring this setting, see Clock In / Clock Out Configuration.

      Note: This setting applies to clock-in / clock-out from the login screen and Kiosk, but not from the navigation bar or the FM Mobile Offline Time Clock Kiosk.

      Portal setting location: Admin > Portal Settings > Timecard > Time Clock

    • New portal setting: Enabled Line types in Clock-in: Entering one or more line types in this setting allows employees to select a line type when clocking in. Line type options include:
      • J: Job line type
      • S: SM line type
      • J,S or S,J: both Job and SM line types

      This setting applies to all areas an employee can clock in (login screen, navigation bar, Kiosk), except the FM Mobile Offline Time Clock Kiosk. Employees must clock out of one type before they can clock in with a different type.

      When clocking out, if the advanced portal setting Auto Create Timecard Line on Clock-Out is enabled, lines will automatically be added to the employee's standard timecard. For more information, see Configure Line Type Entry on Clock In.
      Note: Currently, the automatic creation of grid timecard lines when clocking out is only supported for Job line types. SM line types are not supported a this time.

      If this setting is not enabled, the Type dropdown field on the clock in page will be disabled and set to No Line Type.

      The new setting Enabled Line types in Clock-in replaces the setting Allow entry of Job and Phase on Clock In, which has been removed as of the Vista Web 25.4 release.
      • If your company had enabled Allow entry of Job and Phase on Clock In, you will automatically have Job entered in the new Enabled Line types in Clock-in setting.
      • If your company had not enabled Allow entry of Job and Phase on Clock In, the new Enabled Line types in Clock-in setting will not be activated. When users clock in or out, the Type dropdown field on the clock in page will be disabled and set to No Line Type.

      Portal setting location: Admin > Portal Settings > Timecard > Time Clock

Financial Controls Highlights

The following enhancements and customer suggestions were added in this release.

  • Purchase Orders

    • New! Assign Buyers to PO Requisitions on the Purchasing Agent Dashboard: You can now assign a buyer to one or more PO requisitions from the Purchasing Agent Dashboard. The list of buyers to choose from is the employee group assigned to the portal setting Employee Group for PO Admins / Purchasing Dashboard Access.

      To assign a buyer, select the checkbox next to each PO Requisition you want to assign, choose the name from the dropdown field, and select Assign Buyer. You can see the name populate in the Buyer column on the right.

      To filter the Purchasing Agent Dashboard grid by buyers, select a name from the Buyer dropdown at the top of the dashboard.

      For more information, see Assign Buyers to PO Requisitions on the Purchasing Agent Dashboard.

    • Create a Tax Code Override Portal Lookup for Purchase Orders: This setting allows you to apply a lookup created in the portal to restrict the Tax Code dropdown for PO Purchase Orders, PO Requisition, PO Pending, Material Orders, and SM Purchase Orders. For an example of how to create a lookup in the portal, see Tax Code Override Lookup for Purchase Orders Example.

Vista Field Service Highlights

The following enhancements and customer suggestions were added in this release.

  • Work Order Dashboard

    • Prefill a new work order form with data from a previous form: When adding forms to a work order scope, you can now choose the Pre-Load option to populate a new form with data from a previous work order scope form. Pre-loading a form is not available if you are working in offline mode.

      For more details, see Update Field Service Scopes.

    • Work Completed Notes field now expands to match the size of the entered text: When entering notes to a Work Order from a tablet or mobile device, the Work Completed Notes field now expands to match the size of the entered text. Previously, the field did not expand, making the notes difficult to read.

    • Reintroduced dropdown fields when adding Work Completed to a Work Order: When entering details about Work Completed on a Work Order, the Equipment, Material, and Standard Item fields are once again dropdowns. You can add items using the dropdown or with text search.

Vista Web Office Tools

The following enhancements and customer suggestions were added in this release.

  • Editing capabilities added to more forms in Office Tools: In this release, if you have the correct permissions in Vista Web and in Vista, you can now add new form entries, edit data on existing entries, and delete entries on the following forms in Office Tools:
    Accounts Payable Accounts Receivable Cash Management General Ledger
    AP Payment History AR Misc Distribution Codes CM Accounts GL Chart of Accounts
    AP Vendor Compliance AR Receivable Types CM Statement Control GL Fiscal Years
    AP Vendors GL Journals

    Any changes made to the form on the web portal automatically update the same form in Vista. For more information, see Update Vista Forms on the Web.

    To see a list of the current Vista forms in the Vista Web portal, see Vista Forms Available in Office Tools.

  • Improved error messages for field entries: Error messages now display directly next to the fields with issues, clarifying the problem with the entry.

  • Required fields must be filled before you can edit other fields: This functionality matches Vista form requirements. When creating a new record in Office Tools, complete the form's required fields first, then enter additional values. For more information about editing forms, see Update Vista Forms on the Web.

Trimble ID Logins Coming Soon!

If you are a Vista Web cloud customer currently using Viewpoint ID single sign-on (SSO), you will soon be upgraded to log in using Trimble ID. We anticipate minimal disruption to your users during the transition to SSO with Trimble ID.

Note: Users who log in using their employee number and password will still be able to do so.

To learn more about what to expect, see Trimble ID Logins for Vista Web.

General Changes

General changes affect portal administration or multiple modules in the web portal.

  • Trimble ID Changes

    • Bulk unlink Trimble ID from user portal profiles: From the User Access page, admins can now unlink Trimble ID from all user profiles for the Payroll Company selected. For more information, see Bulk Unlink Trimble ID from User Portal Profiles.

      Note: If your company still uses Viewpoint ID, you will see a Bulk Unlink VPID option here.

    • Improved error details for Trimble ID linking errors: If a user attempts to log into the portal using Trimble ID for the first time and the system cannot link their portal profile to their Trimble ID, the Error Log now captures details about the issue. Details include the email address of the employee attempting to log in, whether or not a duplicate email address was found on another user's records, and the PR Company and Employee numbers of the other users associated with that email address, if applicable. For information about the Error Log, see Review the Error Log.

  • General Changes

    • View all Employee Groups an employee belongs to: From the Employee Groups page, admins can now filter for an individual employee (active or inactive) and see all the Employee Groups that user is a part of. Start typing in the search dropdown to bring up the employee's name. For more details, see View a User's Employee Groups.

    • Add external links to your portal home page: With the new portal setting External links displayed per company on the homepage, you can enter links specific to a company number, which display in the External Links section at the bottom of the portal home page. For more information, see Add External Links to Your Portal Home Page.

      Portal setting location: Admin > Portal Settings > Administration / Initial Setup > General Configuration

    • Navigation menu badge counts update quicker across all browser tabs and devices: Performance enhancements for the portal now refresh the badge counts for Benefits Requests, Dependent Requests, Job Time Approval, Production Approval, and Project Issues more frequently so you can more accurately track the items requiring your approval.

    • Set up OAuth2 to authenticate sending emails from the portal: You can now set up your email configuration with OAuth2 authentication to securely send emails from your portal. For setup details, see Configure Email Notification Settings with OAuth2.

Maintenance Release for Vista Web

HR Management, Field Management, Financial Controls, and Field Service had a maintenance release in March to fix issues from the previous release.

Issues Fixed

To see the issues fixed in this release, go to the Track Cases/Issues page on the Viewpoint Customer Portal (support.viewpoint.com). Apply filters to narrow your search, or enter a unique issue number.