Create a lead source

Modify a lead source

Delete a lead source

Lead Source Screen Field Reference

<body class="ID-0001a64b" id="ID-0001e2d9--en"><main role="main"><article role="article" aria-labelledby="ariaid-title1">
   <h1 class="title topictitle1" id="ariaid-title1">Lead Source screen</h1>
   
   <div class="body conbody">
      <p class="p ID-00000004">Use the Lead Source screen to add or modify a lead source. A lead source identifies how you found out about the bid opportunity and allows you to analyze the best sources of won bids for future marketing and advertising.</p>
      <div class="note note note_note"><span class="note__title">Note:</span> To open the Lead Source screen, click <span class="ph menucascade"><span class="ph uicontrol ID-00055b22">Estimating </span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol ID-00055b22"> Setup </span><abbr title="and then"> &gt; </abbr><span class="ph uicontrol ID-00055b22"> Lead
               Source</span></span> in the All Tasks pane.</div>
      <div class="p">
         <div class="note note note_note"><span class="note__title">Note:</span> The Lead Source screen is a step in the <a class="xref" href="/en/viewpoint-estimating/viewpoint-estimating/getting-started/system-setup/bid--proposal-setup">Bid &amp; Proposal Setup</a> process. The <a class="xref" href="/en/viewpoint-estimating/viewpoint-estimating/screen-reference/estimating-module/setup/view-estimating-setups-screen">View Estimating Setups screen</a> is the next step.</div>
      </div>
   </div>
</article></main></body>

Setup

Bid Type Screen Field Reference

Lead Source screen

Viewpoint Estimating

viewpoint-estimating/viewpoint-estimating/screen-reference/estimating-module/setup/lead-source-screen

viewpoint-estimating/screen-reference/estimating-module/setup/lead-source-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 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">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

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">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">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>

Viewpoint Portal Production Sitemap (New Portal)

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

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-cxdtc0oh--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 R4</h1><div class="body conbody"><p class="shortdesc">The 2025 R4 release of <span class="keyword">HR Management for
                                          Spectrum</span> includes bank deposit information on pay stubs and introduces a new IT Admin role. This release is available as of April 18, 2025.</p><section class="section" id="concept-cxdtc0oh--en__section_ivq_n5j_j2c"><h2 class="title sectiontitle">Earnings</h2><p class="p"><span class="ph uicontrol">Bank Deposit Information Added to Pay Stubs</span></p><div class="p"><div class="note note note_note" id="concept-cxdtc0oh--en__note_xlg_gv5_bfc"><span class="note__title">Note:</span> <span class="ph">This change was added in an update after the initial R4 release.</span></div></div><p class="p">Employee pay stubs now display direct deposit details, including the account number, account type, and deposit amount, for up to five accounts. This information is available on both the HTML and PDF versions of the pay stub.</p><p class="p"><img class="image" id="concept-cxdtc0oh--en__image_kzv_z4x_x2c" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/jireFsUo0BOaZUndaG4C/819013be-ada7-4bfd-91f9-479d65d137b4?X-Goog-Algorithm=GOOG4-RSA-SHA256&amp;X-Goog-Credential=multi-tenant-k8s-content-api%40production-services-302914.iam.gserviceaccount.com%2F20250503%2Fauto%2Fstorage%2Fgoog4_request&amp;X-Goog-Date=20250503T151354Z&amp;X-Goog-Expires=86400&amp;X-Goog-SignedHeaders=host&amp;X-Goog-Signature=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"></p><p class="p"><img class="image" id="concept-cxdtc0oh--en__image_bsg_z4x_x2c" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/jireFsUo0BOaZUndaG4C/757054d9-e41b-456b-ab95-150b346ce029?X-Goog-Algorithm=GOOG4-RSA-SHA256&amp;X-Goog-Credential=multi-tenant-k8s-content-api%40production-services-302914.iam.gserviceaccount.com%2F20250503%2Fauto%2Fstorage%2Fgoog4_request&amp;X-Goog-Date=20250503T151354Z&amp;X-Goog-Expires=86400&amp;X-Goog-SignedHeaders=host&amp;X-Goog-Signature=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"></p><p class="p"><span class="ph uicontrol">Issue Fixed on Pay Stub PDF</span></p><p class="p">The pay stub PDF has been updated to show the correct page numbers, and the extra page has been removed.</p></section><section class="section" id="concept-cxdtc0oh--en__section_ovk_myg_n2c"><h2 class="title sectiontitle">Administration</h2><p class="p"><span class="ph uicontrol">New IT Admin Role and Migration of Enterprise Admins</span></p><p class="p">This release of <span class="keyword">HR Management</span> introduces the IT Admin role and a new <span class="ph uicontrol">IT Admin</span> page. This role has the same permissions as your current Enterprise Admins. However, it is managed in <span class="keyword">HR Management</span> (hr.viewpoint.com) instead of <span class="keyword">Trimble Construction
                                          One</span> (team.viewpoint.com).</p><p class="p"><span class="ph uicontrol">One-Time Import of Enterprise Admins</span></p><p class="p">During the update to the 2025 R4 release, all of your organization's Enterprise Administrators in <span class="keyword">Trimble Construction
                                          One</span> (team.viewpoint.com) will be imported as IT Admins in <span class="keyword">HR Management</span> (hr.viewpoint.com). This is a one-time import.</p><div class="p"><div class="note important note_important" id="concept-cxdtc0oh--en__note_njy_s2z_1fc"><span class="note__title">Important:</span> The process of importing your enterprise admins and migrating them to the IT Admin role could take several hours to complete. As a result, not all IT Admins may be displayed immediately. </div></div><p class="p">Watch the following video for an overview of the new IT Admin role and the <span class="ph uicontrol">IT Admin</span> page.</p><p class="p"><iframe class="object iframe" controls="controls" src="https://player.vimeo.com/video/1076524963?h=3c5e5fc2de&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" height="360" width="640" frameborder="0" allowfullscreen="true"></iframe></p><p class="p"><span class="ph uicontrol">IT Admin Access</span></p><p class="p">IT Admins have administrator access to <span class="ph uicontrol">Admin Settings</span>, <span class="ph uicontrol">User Management (Beta)</span>, and <span class="ph uicontrol"><span class="keyword">Applicant Tracking
                                          (HiringThing)</span></span>. They can also add or remove other IT Admins. </p><p class="p">By default, IT Admins <em class="ph i">cannot access</em> employee data, unless they are also assigned an HR Admin or HR Specialist role. If they are an employee, they can access their own employee information.</p><p class="p"><span class="ph uicontrol">After the Import</span></p><p class="p">You can view your current IT Admins from the new <span class="ph uicontrol">IT Admins</span> page, which is available from the main menu <img class="image" id="concept-cxdtc0oh--en__image_tqh_v5p_krb" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/jireFsUo0BOaZUndaG4C/900e5090-3fe5-11eb-961b-02420ae60f1a?X-Goog-Algorithm=GOOG4-RSA-SHA256&amp;X-Goog-Credential=multi-tenant-k8s-content-api%40production-services-302914.iam.gserviceaccount.com%2F20250503%2Fauto%2Fstorage%2Fgoog4_request&amp;X-Goog-Date=20250503T151354Z&amp;X-Goog-Expires=86400&amp;X-Goog-SignedHeaders=host&amp;X-Goog-Signature=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"> and the <span class="ph uicontrol">HR Admin Tools</span> section on the home page. </p><p class="p"><img class="image" id="concept-cxdtc0oh--en__image_sg1_xcg_y2c" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/jireFsUo0BOaZUndaG4C/3379c253-5835-4936-8200-eddcc2cd86f0?X-Goog-Algorithm=GOOG4-RSA-SHA256&amp;X-Goog-Credential=multi-tenant-k8s-content-api%40production-services-302914.iam.gserviceaccount.com%2F20250503%2Fauto%2Fstorage%2Fgoog4_request&amp;X-Goog-Date=20250503T151354Z&amp;X-Goog-Expires=86400&amp;X-Goog-SignedHeaders=host&amp;X-Goog-Signature=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"></p><p class="p">You can add new IT Admins or remove existing ones directly from the <span class="ph uicontrol">IT Admins</span> page.</p><p class="p"><img class="image" id="concept-cxdtc0oh--en__image_jn3_mzs_1fc" src="https://storage.googleapis.com/ezd_org_viewpoint2/snapshots/jireFsUo0BOaZUndaG4C/02a00256-71bd-4f44-b0f9-79b752071880?X-Goog-Algorithm=GOOG4-RSA-SHA256&amp;X-Goog-Credential=multi-tenant-k8s-content-api%40production-services-302914.iam.gserviceaccount.com%2F20250503%2Fauto%2Fstorage%2Fgoog4_request&amp;X-Goog-Date=20250503T151354Z&amp;X-Goog-Expires=86400&amp;X-Goog-SignedHeaders=host&amp;X-Goog-Signature=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"></p><div class="p"><ul class="ul" id="concept-cxdtc0oh--en__ul_bdr_vnr_1fc"><li class="li"><p class="p">To add an IT Admin, select the <span class="ph uicontrol">New IT Admin</span> button. Then choose from a drop-down of user email addresses that are already part of your company and can be found in <span class="keyword">Team</span> <span class="ph uicontrol">User Management</span>.</p></li><li class="li"><p class="p">To remove an IT Admin, select the <span class="ph uicontrol">Remove</span> button in the <span class="ph uicontrol">Actions</span> column for that user. </p></li></ul></div><p class="p">See <a class="xref" href="/en/viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/hr-administration/hr-administration/it-admins/add-or-remove-it-admins">Add or Remove IT Admins</a> for more details.</p></section></div></article></main></body>

The 2025 R2 release of HR Management for
                                          Spectrum includes T4
                notifications. This release is available as of February 26, 2025.

What's New in HR Management for Spectrum 2025 R2

viewpoint-hr-management-for-spectrum/hr-management-for-spectrum/whats-new/whats-new-in-hr-management-for-spectrum-2025-r4

What's New

The 2025 R4 release of HR Management for
                                          Spectrum includes bank deposit information on pay stubs and introduces a new IT Admin role. This release is available as of April 18, 2025.

What's New in HR Management for Spectrum 2025 R4

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 Accounts Payable enhancements, fixes, and other improvements.

Accounts Payable 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

These are the minimum hardware and software requirements for running Vista™ by Viewpoint as of the latest Vista release.

Hardware / Software Requirements

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

Vista 2024 R1 Service Packs

Select the links below for information about Vista tax updates by year.

Tax Updates

Access What's New information for previous Vista releases / service packs by year.

Previous Vista Releases

Welcome to Trimble Help, a centralized source of documentation and informational resources for a variety of Trimble offerings.

About Trimble Help

<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" id="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021"><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 align-left" id="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1">Accounting</th><th class="entry align-left" id="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2">Costs and Contracts</th><th class="entry align-left" id="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3">HR and Payroll</th><th class="entry align-left" id="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/accounting/accounts-payable-features">Accounts Payable</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/costs-and-contracts/job-billing-features">Job Billing</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/hr-and-payroll/human-resources-features">Human Resources</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/project-management/project-management-features">Project Management</a></td></tr><tr class="row"><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/costs-and-contracts/job-cost-features">Job Cost</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/hr-and-payroll/payroll-features">Payroll Features</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "></td></tr><tr class="row"><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/costs-and-contracts/purchase-order-features">Purchase Order</a></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "></td><td class="entry align-left" headers="concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__1 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__2 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__3 concept-yyflvy8q5575--en__a5f03542-335f-435c-9326-1409c221e021__entry__4 "></td></tr></tbody></table></div><div class="p"><table class="table" id="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550"><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__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1">Job Resources</th><th class="entry" id="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2">Service Management</th><th class="entry" id="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3">Administration</th><th class="entry" id="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4">System Tools</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/job-resources/equipment-management-features">Equipment Management</a></td><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/service-management/service-management-features">Service Management</a></td><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/administration/import-features">Imports</a></td><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/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__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/whats-new-in-vista-2024-r1/job-resources/material-sales-features">Material Sales</a></td><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/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__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__1 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__2 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__3 concept-yyflvy8q5575--en__2bee8c22-c79e-4f4f-9f2d-9d3a3d1dd550__entry__4 "><a class="xref" href="/en/vista/vista/whats-new/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">Check Issue Status</h2>
            
            <p class="p"></p>
            <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>

vista/vista/whats-new/whats-new-in-vista-2024-r1

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"><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">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-r4

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.

Help for Trimble Products

Lead Source screen