Create a change management record markup method

Change Management Record Markup Method Screen Field Reference

<body class="ID-0002b3ed" id="ID-0002fe3b--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Change Management Record Markup Method screen</h1><div class="body conbody"><p class="p ID-00000004">Use the Change Management Record Markup Method screen to define methods for calculating overhead and profit markups on line items in change management records (CMR). You can also use a markup method to create new overhead and profit lines in a CMR.</p>
        <div class="p">
            <div class="note note note_note"><span class="note__title">Note:</span> The Change Management Record Markup Method screen is a step
                in the <a class="xref" href="/en/procontractor/procontractor/getting-started/system-setup/project-setup">Project Setup</a> process. The <a class="xref" href="/en/procontractor/procontractor/screen-reference/screen-reference/projects/projects-module/setup-screens/view-project-setups-screen">View Project Setups screen</a> is the next step.</div>
        </div></div></article></main></body>

Setup Screens

Change Management Record Type & Stage Screen Field Reference

Change Management Record Markup Method screen

ProContractor

procontractor/procontractor/screen-reference/screen-reference/projects/projects-module/setup-screens/change-management-record-markup-method-screen

procontractor/screen-reference/screen-reference/projects/projects-module/setup-screens/change-management-record-markup-method-screen

ProjectSight

Follow these instructions to create a Trimble ID.

Create a Trimble ID

Follow these instructions to sign in to your Trimble applications with Trimble ID.

Sign in with Trimble ID

Trimble recommends using a modern browser that receives automated updates such as Google Chrome or Firefox.

Supported Browsers for Trimble ID

A table outlining which languages are supported in Trimble ID.

Supported Languages in Trimble ID

A list of events which cause Trimble ID to send automatic email notifications.

Automated Emails Sent by Trimble ID

Quick answers for common Trimble Identity questions.

Trimble ID FAQ

Trimble ID Captcha FAQ

<body id="concept-4bc51170-bc26-4579-905d-14e43fb9e250--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Getting Started with <span class="ph">Trimble ID</span></h1><div class="body conbody"><p class="shortdesc">Your <span class="keyword">Trimble ID</span> is the set of credentials you use to sign in to any and all of your <span class="keyword">Trimble</span> applications.</p><section class="section"><h2 class="title sectiontitle" id="one-login-for-multiple-applications-0">One Login for Multiple Applications</h2>
            
            <p class="p"><span class="keyword">Trimble</span> provides single sign-on (SSO) access to multiple <span class="keyword">Trimble</span> products using a single set of credentials, known as a <span class="keyword">Trimble ID</span>. As more applications are released across the <span class="keyword">Trimble</span> platform, they will also use <span class="keyword">Trimble ID</span> SSO for user authentication.</p>
            <div class="note important note_important"><span class="note__title">Important:</span> If you have already created a <span class="keyword">Trimble ID</span> for use with any other <span class="keyword">Trimble</span> application, <em class="ph i"><span class="ph b">do not create another one</span></em>.</div>
            <div class="p">
                <ul class="ul"><li class="li">To sign in to any <span class="keyword">Trimble</span> application, start from within the given application, and then follow the steps to <a class="xref" href="/en/trimble-account-services/trimble-account-services/sign-in-and-profile/getting-started-with-trimble-id/sign-in-with-trimble-id">Sign in with <span class="ph">Trimble ID</span></a>.</li><li class="li">If you need to change your credentials, go to <a class="xref j-external-link" href="https://myprofile.trimble.com/home" target="_blank">myprofile.trimble.com</a>.</li><li class="li">If you need to create your login for the first time, see <a class="xref" href="/en/trimble-account-services/trimble-account-services/sign-in-and-profile/getting-started-with-trimble-id/create-a-trimble-id">Create a <span class="ph">Trimble ID</span></a>.</li></ul>
            </div>
        </section></div></article></main></body>

trimble-account-services/trimble-account-services/sign-in-and-profile/getting-started-with-trimble-id

Sign In and Profile

Your Trimble ID is the set of credentials you use to sign in to any and all of your Trimble applications.

Getting Started with Trimble ID

Trimble Account Services

You can change the number of licenses for an existing
                subscription from the manage subscription page.

Add or Remove Licenses

If a product has multiple tiers, you can make changes to your existing
                subscription from the manage subscription page without waiting for your subscription
                term to end.

Change Subscription Tier

In the Admin Console, you can assign the licenses that you have purchased to your users.

Assign Licenses to Users

In
        the Admin Console, you can remove licenses that have been assigned to a user.

Remove a User's Product License Assignments

In the Admin Console, you can cancel a subscription purchased
                from shop.trimble.com.

Cancel a Subscription

<body id="concept-de334a73-d319-432f-aa7a-b22d95b27582--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">License Management</h1><div class="body conbody"><p class="shortdesc">The Admin Console enables you to manage various <span class="keyword">Trimble</span> software licenses from one convenient location.</p><p class="p">With the Admin Console, you have control over who in your company has access to use <span class="keyword">Trimble</span> products. You can upgrade or downgrade subscriptions, manage licenses assignments, and view information about the start and end date of a subscription. </p><p class="p">You can manage your purchased licenses in these ways.</p><ul class="ul" id="concept-de334a73-d319-432f-aa7a-b22d95b27582--en__ul_lzw_dhp_q2c"><li class="li"><a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/license-management/add-or-remove-licenses">Add or Remove Licenses</a></li><li class="li"><a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/license-management/change-subscription-tier">Change Subscription Tier</a></li><li class="li"><a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/license-management/assign-licenses-to-users">Assign Licenses to Users</a></li><li class="li"><a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/license-management/cancel-a-subscription">Cancel a Subscription</a></li><li class="li"><a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/license-management/remove-a-users-product-license-assignments">Change a User's License Assignments</a></li></ul><p class="p">Over time, <span class="keyword">Trimble</span> is migrating more products to be managed in the Admin Console. For information about products whose licenses can be managed in more than one portal, see <a class="xref" href="/en/trimble-account-services/trimble-account-services/account-administration/about-account-administration">About Account Administration</a>.</p></div></article></main></body>

trimble-account-services/trimble-account-services/account-administration/about-account-administration

Account Administration

You can use  the Admin Console to review orders and invoices of the subscriptions that you have purchased.

Review Orders and Download Invoices

The Admin Console enables you to manage various Trimble software licenses from one convenient location.

License Management

You can access Automatic Invoicing from the Trimble Construction One
        home page.

Access Automatic Invoicing

Learn how to get started with Automatic Invoicing.

Getting Started

Upload your invoices to Automatic Invoicing in PDF format.

Upload Invoices

Prepare the batch of invoices in Automatic Invoicing by adding page breaks, removing pages, or rotating pages as needed.

Prepare Invoices

Once Automatic Invoicing has populated the header data for the PDFs in the batch, you can review the results, correct any errors, and then send the invoices to Spectrum.

Process Invoices

With the Inbox in Automatic Invoicing, you can have invoice-related attachments forwarded directly from your shared AP mailbox to Automatic Invoicing where you can quickly add them to a batch to be processed.

About the Inbox

You can view the status of all invoices sent to Spectrum from the Completed tab in Automatic Invoicing.

View Completed Invoices

You can export invoices as a .csv file from multiple places in
            Trimble Construction One. The page you choose determines how
        these invoices are grouped.

Export Invoice Data

The Accounts Payable Admin can edit invoice settings, which apply to all new invoices you add to Automatic Invoicing.

Edit Invoice Settings

An Enterprise Admin can provide access to Automatic Invoicing by setting the Accounts Payable role for a user in Trimble Construction One.

Give a User Access to Automatic Invoicing

To use Automatic Invoicing for an AP Company, a Spectrum system admin must first enable it for that Company.

Enable Automatic Invoicing for a Company in Spectrum

<body id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">Automatic Invoicing</span> (for <span class="keyword">Trimble Construction One</span> Users)</h1><div class="body conbody"><p class="shortdesc">With <span class="keyword">Automatic Invoicing</span> you can automatically enter invoice headers into <span class="keyword">Spectrum</span>  without performing manual data entry, saving time and avoiding potential mistakes.</p><p class="p">Access <span class="keyword">Automatic Invoicing</span> from <span class="keyword">Trimble Construction One</span> by logging into <a class="xref j-external-link" href="http://team.viewpoint.com" target="_blank">team.viewpoint.com</a>, and then selecting <span class="ph uicontrol">Accounts Payable</span> from the main menu.</p><p class="p">Use Automatic Invoicing to enter validated, unapproved vendor invoices. There are three steps in the process:</p><ol class="ol"><li class="li"><span class="ph" id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd--en__ai_overview_1"><span class="ph uicontrol">Upload</span> PDF invoices as a batch. See <a class="xref" href="/en/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph" id="concept-af8f26f4-cb54-416b-b5e8-e5792f0e11cd--en__ai_overview_2"><span class="ph uicontrol">Prepare</span> the batch of invoices by adding page breaks, removing pages, or rotating pages as needed. See <a class="xref" href="/en/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/prepare-invoices">Prepare Invoices</a>.</span></li><li class="li">Process the batch of invoices by reviewing the header data, correcting any errors, and then sending the batch to <span class="keyword">Spectrum</span>. See <a class="xref" href="/en/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.</li></ol><div class="note note note_note"><span class="note__title">Note:</span> Only vendors with a “Last invoice date” within the last 12 months are recognized and automatically populated by <span class="keyword">Automatic Invoicing</span>. If the <span class="ph uicontrol">Vendor</span> field is not auto-filled, you can enter a vendor name to search for that option. When the vendor is used in subsequent invoices, <span class="keyword">Automatic Invoicing</span> will recognize the vendor and automatically populate that field.</div><section class="section"><h2 class="title sectiontitle" id="requirements-0">Requirements</h2><div class="p"><ul class="ul"><li class="li"><span class="ph">You can take advantage of <span class="keyword">Automatic Invoicing</span> if your company's subscription is part of our <span class="keyword">Trimble Construction One</span> contract.</span></li><li class="li">To access <span class="keyword">Automatic Invoicing</span>, users in your enterprise must have single sign-on enabled. For details on enabling single sign-on, see <a class="xref j-external-link" href="https://apim.viewpointplatform.com/help/v1/contents/urn:contentId:spectrum_000001:Spectrum:Spectrum" target="_blank">Single Sign-On</a>  in the <span class="keyword">Spectrum</span> Help. </li></ul></div></section><section class="section"><h2 class="title sectiontitle" id="setup-0">Setup</h2><div class="p"><ul class="ul"><li class="li">Give users access to <span class="keyword">Automatic Invoicing</span> in <span class="keyword">Trimble Construction One</span>. See <a class="xref" href="/en/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/give-a-user-access-to-automatic-invoicing">Give a User Access to <span class="keyword">Automatic Invoicing</span></a>.</li><li class="li">In Spectrum, enable <span class="keyword">Automatic Invoicing</span> for an AP Company. See <a class="xref" href="/en/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/automatic-invoicing-for-trimble-construction-one-users/enable-automatic-invoicing-for-a-company-in-spectrum">Enable <span class="keyword">Automatic Invoicing</span> for a Company in <span class="keyword">Spectrum</span></a>. </li></ul></div></section></div></article></main></body>

The Data Entry menu is used to
      record invoices as they are received. Invoices can be tracked optionally through Unapproved
      Invoice Processing, and routed automatically to reviewers for approval. Options are available
      for correcting invoice entry errors. Typically, invoices are entered and updated, then later
      paid. In addition, credit memos, recurring invoices and subcontract progress billings can be
      created and processed. Payments can be made by issuing regular check or by manual or pre-paid
      checks. Issued checks may be voided.

Data Entry Overview

Use this window to modify the tax status and tax code associated with the detail lines.

Tax Information window

With Automatic Invoicing you can automatically enter invoice headers into Spectrum  without performing manual data entry, saving time and avoiding potential mistakes.

Automatic Invoicing (for Trimble Construction One Users)

Spectrum

<body id="topic-aac560a6-05e1-49da-b0a5-15d19ee69a63--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">The Network</h1><div class="body"><p class="shortdesc"></p><p class="p the-network-header">The Network</p><p class="p the-network-msg">Learn &amp; Share with your Peers Online!</p><p class="p join-p"><a class="xref join-link j-external-link" href="https://networkcommunity.trimble.com/" target="_blank">Join Today</a></p></div></article></main></body>

The Network

<body id="concept-pntqopzq--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Trimble Pay: Report Types</h1><div class="body conbody"><p class="shortdesc"></p><p class="p">
            <iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/1027443119" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe>
        </p></div></article></main></body>

Create a Work Center Dashboard

Viewpoint Portal Production Sitemap (New Portal)

jobpac-connect/jobpac-connect/connect-with-jobpac-apis/connect-with-jobpac-apis

Connect with Jobpac APIs

Trimble Pay: Report Types

<body id="concept-785ebcef-c4c8-4576-aa86-062366c41522--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">Create a Work Center Dashboard</h1><div class="body conbody"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/814771132?h=70041211ba" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></div></article></main></body>

Work Center

<body id="concept-4eyaw33n--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">HR Management for Spectrum</span> 2025 R6</h1><div class="body conbody"><p class="shortdesc">The 2025 R6 release of <span class="keyword">HR Management for Spectrum</span> introduces
                a new User Management widget on the home page. This release is available as of June
                19, 2025.</p><section class="section" id="concept-4eyaw33n--en__section_u4k_mx1_sfc"><h2 class="title sectiontitle" id="new-user-management-widget-0">New! User Management Widget</h2>
                        
                        <p class="p">New <span class="ph uicontrol">User
                                        Management</span> widget provides quick access to
                                        <span class="ph uicontrol">HR Role Management</span> and <span class="ph uicontrol">Team User
                                        Management</span> directly from the home page.</p>
                        <div class="p">
                                <div class="note note note_note" id="concept-4eyaw33n--en__note_gsq_xyb_sfc"><span class="note__title">Note:</span> Previously, the <span class="ph uicontrol">HR Role
                                                Management</span> link was located in the
                                                <span class="ph uicontrol">HR Admin Tools</span> widget.</div>
                        </div>
                        <p class="p"><img class="image" id="concept-4eyaw33n--en__image_h3r_wyb_sfc" src="https://trimble.deploy.heretto.com/v4/deployments/mVyHSMAo9PbkfqcxUBWF/object/9940108e-2a75-4481-8899-81239f1ff7b7?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6InZpZXdwb2ludCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiI5OTQwMTA4ZS0yYTc1LTQ0ODEtODg5OS04MTIzOWYxZmY3YjciLCJleHAiOjE3NTI5ODIyMDcsImp0aSI6IjJiYThmZWI5MjAxYzQ0MTI4NmI4OTg0ZTdiZDNiZTU1IiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiVktVeHBSSVh6ZzlnN1VqWDIzcWMifQ.ElWlh7zjBiaL8v1hFH4qjKmgQIaJl9bkDpoA-tv6PI0"></p>
                </section><section class="section" id="concept-4eyaw33n--en__section_u1t_543_gfc"><h2 class="title sectiontitle" id="earnings-0">Earnings</h2><p class="p"><span class="ph uicontrol">New! Show Social Security on Pay Stub (United States)</span>. New <span class="ph uicontrol">Earnings Setting</span> allows you to show the last four digits of an employee's Social Security number on the HTML and PDF versions of employee pay stubs. This applies to employees working in the United States.</p><p class="p">To enable this option, under <span class="ph menucascade"><span class="ph uicontrol">Admin Settings</span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol">Earnings Settings</span></span>, select the checkbox <span class="ph uicontrol">Show last 4 digits of
                                        Social Security Number on paystub</span>.</p><p class="p"><img class="image" id="concept-4eyaw33n--en__image_q5h_xr1_sfc" src="https://trimble.deploy.heretto.com/v4/deployments/mVyHSMAo9PbkfqcxUBWF/object/3e9d3f46-e87d-4d3c-8584-a8834a3126a8?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6InZpZXdwb2ludCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiIzZTlkM2Y0Ni1lODdkLTRkM2MtODU4NC1hODgzNGEzMTI2YTgiLCJleHAiOjE3NTI5ODIyMDcsImp0aSI6IjQ1MzY1Y2IxM2Y5ZDRmMzc4YzgyYWU4MzAwY2ExZTQxIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiVktVeHBSSVh6ZzlnN1VqWDIzcWMifQ.2LCC3nvJBnTyPVYYSGnAv2hQ0GprgjFd8e6qbOhp-Io"></p>
                        <p class="p"><span class="ph uicontrol">New! Entities Now Supported in Earnings
                                Settings</span></p>
                        <p class="p">Parent companies with payroll entities are now included in the
                                        <span class="ph uicontrol">Company</span> dropdown in
                                        <span class="ph uicontrol">Earnings Settings</span>, allowing you to
                                manage your earnings templates at all levels.</p>
                        <div class="p">
                                <ul class="ul" id="concept-4eyaw33n--en__ul_v5m_vfj_sfc">
                                        <li class="li">
                                                <p class="p">Parent companies display with their company code
                                                  followed by a dash and the company name. For
                                                  example, <span class="ph uicontrol">PSC - Puget
                                                  Sound Contractors</span>.</p>
                                        </li>
                                        <li class="li">
                                                <p class="p">Entities display with the
                                                  company code followed by the entity code and
                                                  entity name. For example, <span class="ph uicontrol">PSC 101 Chase
                                                  Electrical</span> or <span class="ph uicontrol">PSC 102 NW
                                                  Painting Specialists</span>.</p>
                                        </li>
                                </ul>
                        </div>
                        <div class="p">
                                <div class="note important note_important" id="concept-4eyaw33n--en__note_ywn_bgj_sfc"><span class="note__title">Important:</span> If you use entities,
                                        please review and update the <span class="ph uicontrol">Company</span>
                                        selected in <span class="ph uicontrol">Earnings Settings</span> as
                                        needed to ensure that employees are paid from the correct
                                        company using the correct paystub template.</div>
                        </div>
                        <p class="p"><img class="image" id="concept-4eyaw33n--en__image_qxs_rfj_sfc" src="https://trimble.deploy.heretto.com/v4/deployments/mVyHSMAo9PbkfqcxUBWF/object/350a1d68-1d2e-4dda-b0dc-69c865d817cc?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6InZpZXdwb2ludCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiIzNTBhMWQ2OC0xZDJlLTRkZGEtYjBkYy02OWM4NjVkODE3Y2MiLCJleHAiOjE3NTI5ODIyMDcsImp0aSI6ImIwMTY1MzU5YTFkYjRhYmU4MzY3NWIyNGFmNjFmMGY3IiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiVktVeHBSSVh6ZzlnN1VqWDIzcWMifQ.wCJHjzxJwUVIaJ7f-uWznzINP76VBwSgmicCXKZ8cEE"></p></section><section class="section" id="concept-4eyaw33n--en__section_ypm_r51_sfc"><h2 class="title sectiontitle" id="notifications-0">Notifications</h2>
                        
                        <p class="p">For improved security, notifications are now sent to employees whenever
                                they request a change to their personal information, emergency
                                contact, or direct deposit information. The notification includes
                                the specific changes requested by the employee and the approval
                                status for those changes.</p>
                        <p class="p">To receive notifications, employees must do the following in their
                                        <span class="ph uicontrol">Notification Preferences</span>:</p>
                        <div class="p">
                                <ul class="ul" id="concept-4eyaw33n--en__ul_gyn_hw1_sfc"><li class="li">
                                                <p class="p">Enter either an email or phone number in the
                                                  <span class="ph uicontrol">Contact Information</span>
                                                  section.</p>
                                        </li><li class="li">
                                                <p class="p">Under <span class="ph uicontrol">Approvals - Personal
                                                  Information</span>, turn off the option to
                                                  <span class="ph uicontrol">Mute all approval
                                                  notifications</span> (leave the checkbox
                                                  blank).</p>
                                        </li></ul>
                        </div>
                </section><section class="section" id="concept-4eyaw33n--en__section_rpm_r51_sfc">
                        <p class="p">See <a class="xref" href="/en/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/notifications/manage-notification-preferences">Manage Notification Preferences</a> for details.</p>
                </section></div></article></main></body>

The 2025 R5 release of HR Management for Spectrum introduces
                HR Role Management. This release is available as of May 29, 2025.

What's New in HR Management for Spectrum 2025 R5

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/coming-soon-in-hr-management-for-spectrum-2025-r7

What's New

The 2025 R7 release of HR Management for Spectrum introduces
                a new MFA security setting. This new setting will be released in mid-July
                2025.

Coming Soon in HR Management for Spectrum 2025 R7

The 2025 R6 release of HR Management for Spectrum introduces
                a new User Management widget on the home page. This release is available as of June
                19, 2025.

What's New in HR Management for Spectrum 2025 R6

HR Management for Spectrum

Vista 2024 R1 delivers on General user-requested enhancements, fixes, and other improvements.

General Features

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Accounting modules.

Accounting

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Costs and Contracts modules.

Costs and Contracts

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the HR and Payroll modules.

HR and Payroll

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Project Management module.

Project Management

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Job Resources modules.

Job Resources

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements to the Service Management module.

Service Management

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the Administration modules.

Administration

Vista 2024 R1 delivers on user-requested enhancements, fixes, and other improvements for the System Tools modules.

System Tools

The Vista  2024 R1 release includes the addition of new forms and form tabs. Since these additions may affect your security setup, you should review them to determine what changes are necessary for your company.

Security

This section provides information about the database changes for the Vista 2024 R1 release, including new foreign keys, table/view changes, and report procedure changes.

Database Changes for Vista 2024 R1

Select the links below for information about the service packs for Vista 2024 R1.

Vista 2024 R1 Service Packs

<body id="concept-yyflvy8q5575--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Vista</span> 2024 R1</h1><div class="body conbody"><p class="shortdesc">The <span class="keyword">Vista</span> 2024 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.</p><div class="p"><div class="note important note_important"><span class="note__title">Important:</span> <span class="keyword">Vista</span> 2024 R1 is the <em class="ph i">only</em> major release for 2024; however, due to the extensive nature of the improvements and feature work being provided, it was necessary to combine the <span class="keyword">Vista</span> 2024 R1 and <span class="keyword">Vista</span> 2024 R2 releases to ensure a more holistic and robust solution.</div></div><p class="p">Some of the new features in this release include improved SM tax handling, updates to electronic OSHA 300/300A/301 reporting, an improved PO/SL review/approval workflow, new MFA configuration capabilities, and an introduction of the <span class="keyword">ProjectSight</span> integration with <span class="keyword">Vista</span>, as well as several other features to help improve your workflow.</p><p class="p">Another important enhancement brings significant improvements to sign-on methods for <span class="keyword">Trimble Construction One</span> cloud-hosted <span class="keyword">Vista</span> customers. These login changes will provide customers the ability to migrate their own login credentials to <span class="keyword">Trimble ID</span>. Changes will take place <em class="ph i">after</em> the 2024 R1 release.</p><p class="p">Select the links below for more information about the new features and enhancements included in this release.</p><div class="p"><table class="table frame-all" id="concept-yyflvy8q5575--en__table_xdf_gcp_nfc"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry" id="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1">Accounting</th><th class="entry" id="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2">Costs and Contracts</th><th class="entry" id="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3">HR and Payroll</th><th class="entry" id="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/accounting/accounts-payable-features">Accounts Payable</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/job-billing-features">Job Billing</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/hr-and-payroll/human-resources-features">Human Resources</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/project-management/project-management-features">Project Management</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/job-cost-features">Job Cost</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/costs-and-contracts/purchase-order-features">Purchase Order</a></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--en__table_xdf_gcp_nfc__entry__4 "></td></tr></tbody></table></div><div class="p"><table class="table" id="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628"><caption></caption><colgroup><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"><col style="width:200pt"></colgroup><thead class="thead"><tr class="row"><th class="entry" id="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1">Job Resources</th><th class="entry" id="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2">Service Management</th><th class="entry" id="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3">Administration</th><th class="entry" id="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4">System Tools</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/job-resources/equipment-management-features">Equipment Management</a></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/service-management/service-management-features">Service Management</a></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/administration/import-features">Imports</a></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/reports-features">Reports</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/job-resources/material-sales-features">Material Sales</a></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/administration/viewpoint-administration-features"><span class="keyword">Viewpoint</span> Administration</a></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/vista-reports"><span class="keyword">Vista</span> Reports</a></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__1 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__2 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__3 concept-yyflvy8q5575--en__e689813e-a377-421d-8b91-bb752eabf628__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-2025.6/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/system-tools/work-center-features">Work Centers</a></td></tr></tbody></table></div><section class="section"><h2 class="title sectiontitle" id="check-issue-status-0">Check Issue Status</h2><p class="p">To see a list of defects fixed in this version, go to the <a class="xref j-external-link" href="https://support.viewpoint.com/s/browse-cases-and-issues" target="_blank">Track Cases/Issues page</a> of the <span class="keyword">Viewpoint Customer Portal</span>. Use the filter options to select your product and module. In the <span class="ph uicontrol">Fixed in Version</span> field, select this version, then select <span class="ph uicontrol">Apply Filters</span>.</p></section></div></article></main></body>

Access Release Notes for 2024 releases  and service packs.

2024 Releases

The Vista 2024 R1 release includes several enhancements and new features, as well as defect fixes that apply to all geographies.

What's New in Vista 2024 R1

Vista

Descriptions of the mobile fixes for this release.

Mobile Fixes

<body id="concept-37202503jrs23--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Field View</span> 2025 R3</h1><div class="body conbody"><p class="shortdesc">The March 2025 release of <span class="keyword">Field View</span> contains the switch from <span class="keyword">Viewpoint</span>ID to <span class="keyword">Trimble Identity</span>. </p><section class="section"><h2 class="title sectiontitle" id="trimble-id-0"><span class="keyword">Trimble ID</span></h2>
            
            <p class="p"> Important changes are coming to <span class="keyword">Field View</span>! <span class="keyword">Viewpoint</span> ID will be upgraded to <span class="keyword">Trimble ID</span> on March 19, 2025, changing the way you log in.</p>
            <p class="p"><a class="xref" href="/en/viewpoint-field-view/viewpoint-field-view/whats-new/whats-new-in-field-view-2025-r2/important-upcoming-changes-to-your-viewpoint-products">Please read this article for more information about the switch to <span class="keyword">Trimble ID</span>.</a></p>
        </section><section class="section"><h2 class="title sectiontitle" id="coming-soon-moving-to-trimble-help-from-viewpoint-help-0">Coming Soon! Moving to Trimble Help from Viewpoint Help</h2><p class="p">In early Q2 2025, Viewpoint Help is moving to a new platform with a new but
                familiar experience: Trimble Help.</p></section></div></article></main></body>

viewpoint-field-view/viewpoint-field-view/whats-new/whats-new-in-field-view-2025-r6

Descriptions of the web fixes planned for this release.

Web Fixes

The March 2025 release of Field View contains the switch from ViewpointID to Trimble Identity.

What's New in Field View 2025 R3

Viewpoint Field View

Trimble Help

Estimation Desktop

App Xchange

Trimble Work Center

Viewpoint HR Management for Vista

Viewpoint Financial Controls

Viewpoint Field Management

Vista Field Service

Viewpoint HR Management for Spectrum

Traqspera

Trimble Pay

Trimble Construction One Analytics

Viewpoint For Projects

Viewpoint Estimating

Viewpoint Team

Jobpac Connect

Installation, Upgrades, and Maintenance

ProContractor Cloud

Estimating

Earthwork

Find reference information and instructions for every screen, organized by module.

Help for Trimble Products

Change Management Record Markup Method screen