What's New in 2024 R2
What's New lists the enhancements and changes made in the 24.2 release. The web release is available as of 2/12/2024. The Field Management Mobile release is available as of 2/14/24. The mobile application is available to download 24 to 48 hours following the release date.
Customers hosted in a Viewpoint for Cloud solution receive the latest update automatically. For customers who update modules manually, see Update the Portal for help.
New Maintenance Releases for Vista Web
Starting in March 2024, HR Management, Field Management Mobile, Financiële controles, and Field Service will have a maintenance release to fix issues from the previous release. Maintenance releases will occur in the odd months between typical Vista Web releases.
To see the issues fixed in this release, go to the Track Cases/Issues page on the Viewpoint klantenportaal (support.viewpoint.com). Apply filters to narrow your search, or enter a unique issue number.
Compatibility With Vista
- Vista 2023 R2
- Vista 2023 R1
Release Highlights
This release includes the following new enhancements. For more details, see the individual release highlights sections that follow.
New! Fillable PDF form enhancements:
Required fields are now enforced in fillable PDF forms. Users won't be able to submit the form until all required fields have a value. See the HR Management Highlights section for details.
Fillable PDF form fields now automatically populate with the personal information that a user enters during the onboarding process. See the HR Management Highlights section for details.
New! View a Pending PO during the approval process: In the Pending PO / Subcontract Review page, you can now download a PDF or DOC file for a Pending PO. See the Field Management Highlights section for details.
HR Management Highlights
The following enhancements and customer suggestions were added in this release.
Expenses
- Expense header information auto fills the first line item: On the Edit Expense Receipt page, when you fill out the header fields and save, the first line item now automatically fills with the header information. Select the Edit button to make further changes to the line item.Opmerking: This feature was added in an update after release 24.2+.
Drag and drop attachments to expense receipts: When creating or editing an expense receipt, you can add attachments by dragging and dropping them into either the header or an individual line item. You can also drag and drop attachments to a pending receipt on the Receipts Pending Submission page.
For more details, see Edit an Expense Receipt.
Opmerking: This feature was added in an update after release 24.2+.
Onboarding
Required fields are now enforced in fillable PDFs: If you leave a required field blank, you cannot submit the PDF. The field turns red and an error message lists the field(s) needing values.
Fillable PDF form fields auto-populate with personal information: When users enter their personal information during the onboarding process, this information now populates the corresponding form fields in fillable PDFs.
These personal information fields include: First Name, Last Name, Middle Name, Email, Phone, Address, City, State, Country, Zip, Cell, Suffix, Birthday, and SSN.
Timecards
Timecard Safety Net: Improved workflow for restoring large batches of records: When restoring a large batch of records, the safety net now completes processing for all items and indicates which ones failed. To figure out why a record couldn't be restored, see the error message in the new column called Last Restore Attempt Message.
For more information about the safety net, see the Timecard Safety Net User Guide.
Field Management Mobile Highlights
The following enhancements and customer suggestions were added in this release.
- Field Management Mobile
New! Change the date on mobile timecards: Users can now select different dates in a pay period for their time entries. This enhancement applies to all timecard types. At the top of a mobile timecard (in either mobile or grid view), select the date. This opens a new Timecard date change page where you can choose the applicable date for your entries. Users can change the date as long as the timecard has not yet been submitted.
- When submitting mobile timecards, hours entries that fall outside of the pay period being submitted no longer show on time and productivity reports.
- Previously, if a user changed a pay period start date in Vista and then ran Sync Pay Periods on the mobile app, the start date for that pay period remained unchanged on the mobile app. This has been resolved. In addition, users will now see an error message when they attempt to submit mobile time entries that fall outside of a selected pay period.
Field Tickets
New! Employee dropdown menu for the Accident tab in Daily Reports: In the Accidents tab, after you select a Firm Number, you can now select a firm contact from the Employee dropdown menu.
Purchase Orders
New! View a Pending PO during the approval process: In the Pending PO / Subcontract Review page, you can now download a PDF or DOC file for a Pending PO by selecting the dropdown arrow to the far right and choosing Print (PDF) or Print (DOC). For more details, see Pending PO / Subcontract Review.
Financiële controles Highlights
The following enhancements and customer suggestions were added in this release.
Purchase Orders
New! View a Pending PO during the approval process: In the Pending PO / Subcontract Review page, you can now download a PDF or DOC file for a Pending PO by selecting the dropdown arrow to the far right and choosing Print (PDF) or Print (DOC). For more details, see Pending PO / Subcontract Review.
General Changes
General changes affect portal administration or multiple modules in the web portal.
Export Error Log messages: From the Error Log, you can now select Export to download an Excel file with the last 100 error messages recorded in the log.
Updates to rich text portal settings: Entries and attachments added to rich text portal settings are now limited to 150 KB of data. If you add images or files that exceed this limit, you won't be able to save the setting.
Enhanced Styling for Web
To enhance the look and feel of the web portal, and to improve performance when users navigate between pages, extensive styling updates have been made in this release. You will notice styling changes on the following pages:
General
Approval Permissions
Login Auditing
Manage Lookups
Field Management
Assigned Jobsite Assets
Job Assignments
Jobsite Asset Dashboard
HR Management
Benefits Dashboard
Benefits Requests (Approval)
Dependent Requests (Approval)
Hiring Process Builder
Manage Benefit Assignments
Manage Tags
Paystub Tools
Support Requests
Purchase Orders
Create Pending Purchase Order
Purchase Order Dashboard
Purchase Order Quick Create
Purchasing Agent Dashboard
- Timecards
Batch Timecard Move
Grid Timecard Settings
Manage Grid Layouts
Manage Grid Timecard Templates
Standard Timecard Settings
Timecard Safety Net
