What's New in 2025 R2

What's New lists the enhancements and changes made in the 25.2 release. This release is available as of February 10, 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.

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.

Compatibility With Vista

The 25.2 version of the web portal is compatible with the following versions of Vista:
  • Vista 2024 R1
  • Vista 2023 R2

Release Highlights

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

  • Reports are now easily accessible from the navigation bar: A new Bell icon on the navigation bar notifies you when a report has been generated. See the General Changes section for details.

  • Collect signatures offline in Field Service: In the Work Order Dashboard, when you launch Field Service offline, you can now collect signatures. See the Field Service Highlights Work Order Dashboard section for details.

  • HR employees can now select a reviewer per individual expense item: Employees with permissions to select expense reviewers can now choose a reviewer for each expense item on a receipt. See the HR Management Highlights Expenses section for details.

Important: Reprint W-2 Forms:

If you are an HR administrator and printed W-2s since the previous Vista Web 24.12 release in December, you need to reprint your W-2s after the update to Vista Web 25.2. There was an issue with the label of the employee social security number box that is now resolved. For more information about printing W-2s, see Paystub Tools.

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.

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:
    • AP Payable Types
    • AP Pay Category
    • AP Vendor Activity
    • AP Vendor Hold Codes

    Any changes you make 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.

HR Management Highlights

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

  • Benefits

    • New portal setting: Disable the Keep Existing Plan button on the benefits page: With this new setting, you can control whether or not the Keep Existing Plan button shows for employees on their Benefits page. Enable the setting to hide the button.

      For more information, see Configure the Benefits Module.

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

  • Earnings

    • Reprint W-2 Forms: If you are an HR administrator and printed W-2s since the previous Vista Web 24.12 release in December, you need to reprint your W-2s after the update to Vista Web 25.2. There was an issue with the label of the employee social security number box that is now resolved. For more information about printing W-2s, see Paystub Tools.
  • Expenses

    • New portal setting: Email Expense submitter when expense is rejected: If you have proxy expense entry set up and the new portal setting Email Expense submitter when expense is rejected enabled, both the user who submitted the expense and the user whose name is on the expense will be notified by email if the expense is rejected.

      For more information about enabling this setting, see Assign Proxy Expense Entry.

      Portal setting location: Admin > Portal Settings > Email Configuration > Email Options

    • 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 Vista Web 25.2+.

  • Timecards

    • New advanced portal setting allows for editing time while a timecard batch is locked: The new setting, Employees who can edit time when batch is locked, allows employees in the group entered to edit time without having to unlock the batch. The group assigned to this portal setting will be able to edit time in a locked batch in Grid Timecard and Job Time Approval.

      Advanced portal setting location: Admin > Portal Settings > Timecard > General Configuration

Field Management Highlights

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

  • Field Tickets

    • Enhanced Material Search: In the Field Ticket Dashboard, when adding material usage to a ticket, the Material field no longer requires text that is an exact match to the dropdown list. The list is filtered regardless of word order or uppercase or lowercase text.
    • Create additional lookups for user defined (UD) fields on field tickets: You can now use parameters other than company when adding UD fields to JC field tickets.

      For example, if you assign a lookup to this udTextBox field, the available values can be filtered to the list of vendors in the same city based on the value of the City field.

  • Progress Entry
    • Improved user experience for progress entries: When the new portal setting Hide Completed Line Items by default when editing Progress Entries is enabled, admins can hide completed lines by default. When a user is in progress entry, if this setting is enabled, the Hide Completed Line Items? checkbox is selected and completed lines are automatically hidden.

      If the user would prefer to see completed lines, they can uncheck the box.

      Setting location: Admin > Portal Settings > Progress Entry > General Configuration

  • Purchase Orders

    • Approve or reject POs at the header level: The portal setting Employee Group for PO Header Approval allows users in the employee group entered to approve or reject purchase orders at the header level. Previously, reviewers could only approve or reject each individual line item in a purchase order.

      On the Pending PO / Subcontract Review page, reviewers can select the Approve by Header checkbox to show only the PO header information. To view purchase order item details, select the dropdown arrow next to each PO number. This portal setting still allows reviewers to approve or reject line items.

      For more information about enabling this setting, see Purchase Order Configuration. For more information about reviewing POs at the header level, see Pending PO / Subcontract Review.

      Portal setting location: Admin > Portal Settings > Purchase Orders > General Configuration

      Note: This feature was added in Vista Web 24.12.

  • Timecards

    • New advanced portal setting allows for editing time while a timecard batch is locked: The new setting, Employees who can edit time when batch is locked, allows employees in the group entered to edit time without having to unlock the batch. The group assigned to this portal setting will be able to edit time in a locked batch in Grid Timecard and Job Time Approval.

      Advanced portal setting location: Admin > Portal Settings > Timecard > General Configuration

    • Improved error messaging on grid timecards when filtering crews: If you are filtering for a crew and none of the employees in the grid are part of that crew, a new error message displays: No employees on this card belong to the [name of crew selected] crew.

      Previously, if you filtered for a crew that none of the employees in the grid belonged to, the portal did not provide any feedback.

Financial Controls Highlights

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

  • Billing Compiler - Next Gen

    • Order the billing compiler PDF invoice attachments to match the JB T&M Invoice detail report for easier auditing: In the Select Your Project's Billing section, if you make a T&M selection in the Contract and Bill fields, a Match JB T&M Invoice Detail checkbox displays in the Customize Your Output section. Select the Match JB T&M Invoice Detail checkbox, then Initialize Attachments to order invoice attachments in the same order as the JB T&M Invoice detail report. Note that PDF files are reordered but ZIP files are not.

  • Open Billing Review

    • Control the custom fields available in the notes section: With the new portal setting ​Open Billing Review Credit Note Custom Fields​, you can add a user defined (UD) field from Vista's AR Credit Notes to the notes section of Open Billing Review by adding the User Defined Field Name. For multiple notes, enter a comma between each field name, no spaces.

      In the Add a Note section, select the caret to open or collapse the note.

      For more information, see How to Use Open Billing Review.

      Setting location: Admin > Portal Settings > Billing > General Configuration

  • Purchase Orders

    • Approve or reject POs at the header level: The portal setting Employee Group for PO Header Approval allows users in the employee group entered to approve or reject purchase orders at the header level. Previously, reviewers could only approve or reject each individual line item in a purchase order.

      On the Pending PO / Subcontract Review page, reviewers can select the Approve by Header checkbox to show only the PO header information. To view purchase order item details, select the dropdown arrow next to each PO number. This portal setting still allows reviewers to approve or reject line items.

      For more information about enabling this setting, see Purchase Order Configuration. For more information about reviewing POs at the header level, see Pending PO / Subcontract Review.

      Portal setting location: Admin > Portal Settings > Purchase Orders > General Configuration

      Note: This feature was added in Vista Web 24.12.

Vista Field Service Highlights

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

  • Work Order Dashboard

    • Collect signatures in offline mode: When launching Field Service in offline mode, you can now collect signatures. Once you are back online, a banner notifies you that you have trips to complete.

      Select Complete to view a list of the trips you need to complete, then select a specific trip to complete it.

    • Track information on the location of the work performed with work complete line items: With the new portal setting SM Work Complete UD Fields to display, user defined (UD) fields created in Vista will now display for Labor, Equipment, Misc, Inventory, and PO work item types. When enabled, you can choose which UD fields are available for SMCo and line types. These fields display when a new work completed line is added or an existing one is edited.

      For PO work items, if the portal settings Route PO's in Field Service to Reserved on the PO Dashboard and Disable Required Fields in Create PO are enabled for a company, then custom fields will not be displayed.

      For more information, see Configure Field Service Portal Settings.

      Setting location: Admin > Portal Settings > Field Service > User Defined Fields

  • Work Orders

    • Immediate notification of rejected trips: When the new portal setting Notify Service Center when Work Order is rejected is enabled, if a work order is rejected from the portal, an email is sent to the service center email (SM Service Centers). If the service center does not have an email address, the email will be directed to the users assigned to the portal setting User Group for Field Service Admins.

      For more information, see Configure Field Service Portal Settings.

      Setting location: Admin > Portal Settings > Field Service > General Configuration

  • Work Time

    • If the new portal setting Prevent entry of overlapping labor time is enabled, technicians in Field Service will not be able to enter time that overlaps with previously entered time on the same day. The search for duplicate time only looks at unposted timecards. Note that this functionality requires the setting Save inline timecard start and stop times on Work Completed Labor Lines to also be enabled.

      For more information, see Configure Field Service Portal Settings.

      Setting location: Admin > Portal Settings > Field Service > Work Complete

General Changes

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

  • Reports are now easily accessible from the navigation bar: A new Bell icon on the navigation bar notifies you when a report has been generated. If there are no notifications, the bell is gray.

    After you generate a report, the Bell icon turns red and badge counts indicate the number of reports generated.

    Note: When you generate a report, a confirmation pop-up message displays: Report has been queued. When the report is ready, a second pop-up displays: Report is ready to be downloaded. If there is an issue with downloading the report, you will see an error notification.

    Select the Bell icon to open a dropdown list of report tiles. Once you open the list, the bell changes from red to blue.

    Select a tile to download the report. Once the report is downloaded, the tile and notification count are removed from the list. You can also remove a report by selecting x.

    The table below lists the pages where reports can be generated, which display notifications on the navigation bar:

    Page Reports
    Applicant Search

    (Employee Tools > Applicant Search)

    		Applicant Search Export, Applicant Search Demographics, Applicant Search Active Status Summary, Applicant Search Sourcing, Applicant Search Offer to Hire, or Applicant Search Time to Hire
    Benefits Dashboard

    (Employee Tools > Benefits Dashboard)

    		Export Current View to Excel
    Benefits Requests

    (Approval > Benefits Requests)

    		Export All Pending Requests to Excel
    Daily Huddle Dashboard

    (Field Tools > Huddle Dashboard)

    		Huddle Compliance or Talking Point Compliance
    Manage Job Templates

    (Employee Tools > Job Templates)

    		Job Template
    Manage Portal User Access

    (Admin > User Access)

    		Download Employee Group Detail, Download Paperless Audit, or Export License Report
    Paystub Tools

    (Employee Tools > Paystub Tools)

    		Print Annual Tax Documents
    Performance Review Dashboard

    (Employee Tools > Manage Performance Reviews)

    		Export Performance Review
    Portal Settings - Portal Info

    (Admin > Portal Settings)

    		Export Audit Log or Export License Report
    Training Class Dashboard

    (Employee Tools > Training Class Dashboard)

    		Training Class Roster
  • Improved messaging for alerts and errors: Many alerts and error messages across the portal now have a more consistent appearance in the form of a modal at the top of the page:

  • New portal setting option to limit logins to Trimble ID / Viewpoint ID only: The portal setting Log in mode now has an option for TID/VPID SSO Only. With this option selected, the only method available for logging into the portal is through Trimble ID / Viewpoint ID (depending on which form of ID you have set up). For more details about configuring this setting, see Change How Users Log Into the Portal.

    Portal setting location: Admin > Portal Settings > Security / Login > Windows Authentication Login

    The login screen looks like this with the TID/VPID SSO Only option selected:

Enhanced Styling

To enhance the look and feel of the web portal, and to improve performance when users navigate between pages, several styling updates have been made in this release. You will notice styling changes on the following pages:

  • Approvals
    • Job Time Approval
  • Timecards
    • Standard Timecard

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.

Changes to Trimble ID Logins for Vista Web 2025 R2

Beginning in early 2025, Trimble ID logins will be enabled for Vista Web cloud customers. Review the following information to learn about what to expect.

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.

Timeline: Trimble ID will be enabled in Vista for customers on Vista version 2024 R1 through a gradual rollout process beginning in early 2025. Learn more about the migration process for Vista in the Vista Trimble ID FAQ.

Changes: You will notice several changes in Vista Web once you transition from Viewpoint ID to Trimble ID.

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

For organizations new to SSO logins: If your organization does not currently use SSO logins, you can upgrade to Trimble ID. To get started, see Configure Trimble ID Login.

System Requirements

To use Trimble ID, your organization must meet the following requirements:
  • You are a Trimble Construction One cloud customer
  • You are on Vista Web 25.2 or higher
  • You are on Vista 2024 R1 or higher
  • You have Trimble ID enabled in Vista. This requires flipping a switch on the Vista backend. Our migration team will complete this step.
Note: Australian customers will continue to use Viewpoint ID at this time.

User Requirements

As an admin, you must make sure your users' records are configured to be able to transition to Trimble ID logins. Configuration depends on how you set up your users in Vista, but each user must have their email address on their Vista VA User Profile or PR Employee record in order for users to log in using Trimble ID. The email address must be unique and cannot exist on another employee's record or in another PR company.

Note: Most users who currently log in with Viewpoint ID and have a VA User Profile already meet these requirements. In most cases, you won't have to do anything for these VA users.

Review the following for each user:

For users with a PR Employee record (non-VA users): The user is linked to Trimble ID through the Email Address on this form, which is either the email address used previously for Viewpoint ID, or the email address they enter when first creating their Trimble ID. Make sure the user has their email address entered on this form. The email must be unique and cannot exist on another employee's record or in another PR company.

For users with a VA User Profile record: The user is linked to Trimble ID through the User Name on this form, which is either the email address used previously for Viewpoint ID, or the email address they enter when first creating their Trimble ID. Make sure the user has a username that is their email address, their payroll company (PR Co), and their Employee number entered on this form. A user should have only one VA User Profile.

For more information about updating VA User Profile records, see Create a VA User Profile for a Vista Web User.

Login Changes

Trimble ID changes the single sign-on process for users.

However, users who currently log in using their employee number and password will still be able to do so.

  • Terminology updates: On the portal login page, the SSO option will update to Sign In with Trimble ID.

    All references to Viewpoint ID or VPID are replaced with Trimble ID or TID.

  • Automatic account upgrade: Users log in with the same email they previously used for Viewpoint ID. The first time they enter this email address to log in, their account will automatically upgrade to Trimble ID.

    Users can tell if their account upgraded and linked to Trimble ID after logging in by selecting their name in the top right of the portal and verifying that they see the TID Linked indicator.

  • Login screen updates: There are changes to the login screens when your users log in with Trimble ID, outlined in this graphic:

Vista Web Office Tools Access Requirements

In order to access Office Tools, users must have all of the following:
  • A Trimble ID
  • One Vista VA User Profile, with an email address, PR Co number, and employee number entered on the form
  • Permissions to access forms in Vista

Administrative Changes

Trimble ID changes the way admins set up users and configure login settings.

  • Account linking and unlinking: Admins no longer manually link user portal profiles to Trimble ID accounts, as this is done automatically when the user logs in.

    Only system and security admins can unlink Trimble ID from user portal profiles. For more information, see Unlink Trimble ID from a User's Portal Profile.

  • New login mode option: The new TID/VPID SSO Only option in the portal setting Log in mode now allows you to limit users to log in with Trimble ID / Viewpoint ID only. For more details about configuring this setting, see Change How Users Log Into the Portal.
  • Multifactor Authentication (MFA): You can now manage your organization's multifactor authentication (MFA) through settings in Vista. For details, see Configure Multifactor Authentication and Additional Login Settings in the Vista Help.

Getting Started: For Organizations New to SSO Logins

If your organization did not previously use Viewpoint ID SSO, you can have Trimble ID enabled.

  • Configure Trimble ID for your organization: After you complete all the requirements for using Trimble ID, follow the setup steps outlined here: Configure Trimble ID Login.
  • Login prerequisites for new SSO users: Vista Web users who did not previously log in using Viewpoint ID must complete some prerequisites before they can log in with Trimble ID:
    • For existing Vista users: Vista users who do not have a Trimble ID must log into Vista first before logging into the portal. This will migrate the user's Vista login to Trimble ID. At that point they can log into the Vista Web portal using Trimble ID, and their accounts will automatically link.
    • For non-Vista users: Non-Vista users (portal users who do not access Vista) must be added in the Trimble Construction One Admin Center and sent an invitation to join. Once the user completes the steps in the email invite, they will be able to log in to the Vista Web portal using Trimble ID.

Troubleshooting Trimble ID Login Issues

If your users are having issues logging in with Trimble ID, and you completed all configuration and setup steps, try the following options to troubleshoot:

  • Have users manually link Trimble ID to their portal profile: If the web portal cannot automatically link Trimble ID to a user's portal profile (such as when their Trimble ID user name is not associated with a Vista VA User Name or PR Employee email), users can manually link accounts using their employee number and a one-time PIN. For details about this process, see Manually Link Trimble ID to Your Portal Profile.

  • Unlink Trimble ID from a user's portal profile: If your users are having issues logging in with Trimble ID, and they cannot manually link their accounts, you can unlink the user's Trimble ID from their profile. This resets their login so they can sign in using their employee number and password. For more information, see Unlink Trimble ID from a User's Portal Profile.