Better Manage Your Construction Projects with the ProjectSight Vista Integration

With this integration, you can synchronize project financial data between ProjectSight and Vista. This means keeping your records up to date across both systems, eliminating the need for dual entry, and improving insights into the financial well-being of your projects.

For more details, see ProjectSight Integration with Vista.

Improved PO/SL Review/Approval Workflow

Several improvements were made to the PO/SL Review/Approval Workflow:

PO/SL Approval from the Work Center Automatically Translates Approval Status to PO and Subcontract Forms

When you approve a purchase order in the PM Work Center, the system now automatically selects the Approved checkbox for the purchase order in PM Purchase Orders or PO Pending Purchase Orders, depending on where you created the purchase order.

Similarly, when you approve a subcontract in the PM Work Center, the system now automatically selects the Approved checkbox for the subcontract in PM Subcontracts or PM Subcontract Detail, depending on where you created the subcontract.

In PM Work Center queries where you can approve a purchase order or subcontract (this includes All Documents in Workflow, My Documents in Workflow, My Documents to Review, Purchase Orders, and Subcontracts queries), if you fully approve the record using the Approve Document icon (), the system automatically selects the Approved checkbox for the purchase order / subcontract and sets the Workflow Status field to Approved. If there are multiple reviewers, the system sets the Workflow Status field to Partial Approval until all reviewers have approved.

For fully approved POs / subcontracts, the system also sets the approver Status to 2 - Approved in the PM PO Workflow Item Reviewers and PM SL Workflow Item Reviewers forms, respectively.

PM Work Center Approval Restricted to Valid Reviewers Only

When a reviewer uses the PM Work Center to review/approve a purchase order or subcontract, that user will only be allowed to approve those documents for which they are a valid reviewer. If the user is not a valid reviewer, a message displays indicating that the subcontract or purchase order could not be updated because the user is not eligible.

Add New Items to a PO or Subcontract and Reset the Approval Workflow

If any user (approver or not) adds a new item to the Non-Interfaced Items tab of either PM Purchase Orders or PM Subcontracts, the new item will reset the entire workflow to Approval Required. This reset can occur when the PO / subcontract has been submitted for approval, partially approved, fully approved, or interfaced. When the workflow is reset, the PO or SL Status is reset to 3 - Pending.

The Workflow History tab on PM Purchase Orders or PM Subcontracts reflects this workflow reset, recording the date, time, and user who reset the workflow.

Moved "Remove Item from SCO" Button in PM Subcontract Change Orders

The Remove Item from SCO button is now displayed at the bottom of the PM Subcontract Change Orders form, in line with the Approve and Close buttons. This was done to prevent display issues when resizing the form horizontally (previously, horizontal resizing of the form would sometimes cause the Remove Item from SCO button to overlap the Seq field).

Updated SL Item Type for Subcontract COs

The SL Item Type field on the PM Subcontract Change Orders form (detail grid) is now disabled, preventing changing new subcontract items from a type of 2-Change Order to a type of 1-Regular. If you need create a new subcontract item with a type of 1-Regular, you must use PM Subcontracts or PM Subcontract Details.

In addition to this change, the F4 lookup in the SL Item field now provides two lookup options:

Regardless of which lookup option you use, you can only select subcontract items with a type of 1-Regular or 2-Change Order to add to the grid.

Check Issue Status

To see a list of defects fixed in this version, go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the Fixed in Version field, select this version, then select Apply Filters.