<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="ID-0001e2e5--zh-cn" aria-labelledby="ariaid-title1">
   <h1 class="title topictitle1 ID-000004cb" id="ariaid-title1">Create a lead source</h1>
   <div class="body taskbody">
      <ol class="ol steps"><li class="li step">
            <span class="ph cmd ID-000004ce">Open the Lead Source screen. </span>
         </li><li class="li step">
            <span class="ph cmd ID-000004ce">Click <img class="image ID-000560d0" src="https://trimble.deploy.heretto.com/v4/deployments/mVyHSMAo9PbkfqcxUBWF/object/8ddd0e90-1212-11ee-8668-024299b15107?jwt=eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.eyJodHRwczovL2pvcnNlay5jb20vZXpkX29yZ2FuaXphdGlvbiI6InZpZXdwb2ludCIsImh0dHBzOi8vam9yc2VrLmNvbS9lemQvb2JqZWN0X3V1aWQiOiI4ZGRkMGU5MC0xMjEyLTExZWUtODY2OC0wMjQyOTliMTUxMDciLCJleHAiOjE3NzI3MjYzNjUsImp0aSI6ImNhMzIxZDE1Mzc0YTQzMDE4NTIzMzMyM2UwMjM0MDBiIiwiaHR0cHM6Ly9qb3JzZWsuY29tL2V6ZF9maWxlc2V0IjoiM3lEaUs0NGRzQUNtam5jRXB5bkYifQ.jkX_1d3dLJlm6wkHew_v82dwANRDUYcUOubMrs3e7C4"> to add a row to the grid. </span>
         </li><li class="li step">
            <span class="ph cmd ID-000004ce">Complete the fields as described on the <a class="xref ID-00055d36" href="/zh-cn/viewpoint-estimating/viewpoint-estimating/screen-reference/estimating-module/setup/lead-source-screen/lead-source-screen-field-reference">Lead Source Screen Field Reference</a>. </span>
         </li><li class="li step">
            <span class="ph cmd ID-000004ce">Click <span class="ph uicontrol ID-0005600d">Save Sources</span>. </span>
         </li></ol>
   </div>
</article></main></body>

Modify a lead source

Lead Source screen

Create a lead source

Viewpoint Estimating

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

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

ProjectSight

按照以下说明创建一个 Trimble ID。

创建 Trimble ID

请按照以下操作说明，用 Trimble ID 登录您的 Trimble 应用程序。

用 Trimble ID 登录

Trimble 建议使用能进行自动更新的现代浏览器，例如 Google Chrome 或 Firefox。

Trimble ID 支持的浏览器

列出 Trimble ID 中支持语言的表格。

Trimble ID 支持的语言

触发 Trimble ID 自动发送邮件通知的事件列表。

Trimble ID 自动发送的邮件

常见 Trimble Identity 问题的快速解答。

Trimble ID 常见问题解答

Trimble ID 验证码常见问题解答

了解如何将 Trimble 管理控制台和 Trimble ID 用于 B2W

Trimble Admin Console 和 Trimble ID 用于 B2W

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-4bc51170-bc26-4579-905d-14e43fb9e250--zh-cn" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">开始使用 <span class="ph">Trimble ID</span></h1><div class="body conbody"><p class="shortdesc">您的 <span class="keyword">Trimble ID</span> 是用来登录任意和所有 <span class="keyword">Trimble</span> 应用的一组凭证。</p><section class="section"><h2 class="title sectiontitle" id="-0">一个登录用于多个应用</h2><p class="p"><span class="keyword">Trimble</span> 提供单点登录(SSO)，允许用一组凭证(叫作<span class="keyword">Trimble ID</span>)访问多个 <span class="keyword">Trimble</span> 产品。随着在 <span class="keyword">Trimble</span> 平台上发布更多的应用，它们也将会使用 <span class="keyword">Trimble ID</span> SSO 进行用户验证。</p><div class="note important note_important"><span class="note__title">重要：</span> 如果您已经为使用任何其它 <span class="keyword">Trimble</span> 应用程序创建了一个 <span class="keyword">Trimble ID</span>，<em class="ph i"><span class="ph b">请不要再创建另一个了</span></em>。</div><div class="p"><ul class="ul"><li class="li">如要登录任何 <span class="keyword">Trimble</span> 应用程序，请从给定的应用程序内部开始，然后按照步骤<a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E7%99%BB%E5%BD%95%E5%92%8C%E4%B8%AA%E4%BA%BA%E8%B5%84%E6%96%99/%E5%BC%80%E5%A7%8B%E4%BD%BF%E7%94%A8-trimble-id/%E7%94%A8-trimble-id-%E7%99%BB%E5%BD%95">用 <span class="ph">Trimble ID</span> 登录</a>。</li><li class="li">如果您需要更改凭证，请前往 <a class="xref j-external-link" href="https://myprofile.trimble.com/home" target="_blank">myprofile.trimble.com</a>。</li><li class="li">如果您是第一次创建登录，请看<a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E7%99%BB%E5%BD%95%E5%92%8C%E4%B8%AA%E4%BA%BA%E8%B5%84%E6%96%99/%E5%BC%80%E5%A7%8B%E4%BD%BF%E7%94%A8-trimble-id/%E5%88%9B%E5%BB%BA-trimble-id">创建 <span class="ph">Trimble ID</span></a>。</li></ul></div></section></div></article></main></body>

trimble-account-services/trimble-account-services/登录和个人资料/开始使用-trimble-id

登录和个人资料

您的 Trimble ID 是用来登录任意和所有 Trimble 应用的一组凭证。

开始使用 Trimble ID

Trimble Account Services

在管理控制台中，如果一个用户尚不存在，当您给他分配许可时会邀请他创建 Trimble ID。

向用户分配许可

通过上传CSV文件一次性为多名用户分配许可。

批量分配许可

在管理控制台中，您可以移除已分配给用户的许可。

移除用户的产品许可分配

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-de334a73-d319-432f-aa7a-b22d95b27582--zh-cn" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">许可管理</h1><div class="body conbody"><p class="shortdesc">管理控制台可使您从一个便捷的位置管理多个 <span class="keyword">Trimble</span> 软件许可。</p><p class="p">借助管理控制台，您可以控制公司内部谁可以访问并使用 <span class="keyword">Trimble</span> 产品。</p><div class="p">您可以通过这些方式管理已购买的许可。<ul class="ul" id="concept-de334a73-d319-432f-aa7a-b22d95b27582--zh-cn__ul_lzw_dhp_q2c"><li class="li"><a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E8%B4%A6%E6%88%B7%E7%AE%A1%E7%90%86/%E8%AE%A2%E7%94%A8%E7%AE%A1%E7%90%86/%E5%90%91%E8%AE%A2%E7%94%A8%E6%B7%BB%E5%8A%A0%E8%AE%B8%E5%8F%AF">向订用添加许可</a></li><li class="li"><a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E8%B4%A6%E6%88%B7%E7%AE%A1%E7%90%86/%E8%AE%B8%E5%8F%AF%E7%AE%A1%E7%90%86/%E5%90%91%E7%94%A8%E6%88%B7%E5%88%86%E9%85%8D%E8%AE%B8%E5%8F%AF">向用户分配许可</a></li><li class="li"><a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E8%B4%A6%E6%88%B7%E7%AE%A1%E7%90%86/%E8%AE%B8%E5%8F%AF%E7%AE%A1%E7%90%86/%E7%A7%BB%E9%99%A4%E7%94%A8%E6%88%B7%E7%9A%84%E4%BA%A7%E5%93%81%E8%AE%B8%E5%8F%AF%E5%88%86%E9%85%8D">移除用户的产品许可分配</a></li></ul></div><p class="p">随着时间的推移，<span class="keyword">Trimble</span> 越来越多的产品正在迁移到管理控制台中进行管理。有关在多个门户中管理其许可的产品信息，请看<a class="xref" href="/zh-cn/trimble-account-services/trimble-account-services/%E8%B4%A6%E6%88%B7%E7%AE%A1%E7%90%86/%E5%85%B3%E4%BA%8E%E8%B4%A6%E6%88%B7%E7%AE%A1%E7%90%86">关于账户管理</a>。</p></div></article></main></body>

trimble-account-services/trimble-account-services/账户管理/最新功能/管理控制台的新功能---2025-年-12-月

账户管理

在管理控制台中，取消订用指的是在续订之日停止其续订。

取消订用

管理控制台可使您从一个便捷的位置管理多个 Trimble 软件许可。

许可管理

You can access 自动开具发票 from the Trimble Construction One
        home page.

Access 自动开具发票

Learn how to get started with 自动开具发票.

Getting Started

Upload your invoices to 自动开具发票 in PDF format.

Upload Invoices

Prepare the batch of invoices in 自动开具发票 by adding page breaks, removing pages, or rotating pages as needed.

Prepare Invoices

Once 自动开具发票 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 自动开具发票.

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 自动开具发票.

Edit Invoice Settings

The Accounts Payable Admin can manage company-specific access
        settings for users.

Edit Company Settings

An Enterprise Admin can provide access to 自动开具发票 by setting the Accounts Payable role for a user in Trimble Construction One.

Give a User Access to 自动开具发票

To use 自动开具发票 for an AP Company, a Spectrum system admin must first enable it for that Company.

Enable 自动开具发票 for a Company in Spectrum

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1"><span class="keyword">自动开具发票</span> (for
            <span class="keyword">Trimble Construction One</span> Users)</h1>
    <div class="body conbody"><p class="shortdesc">With <span class="keyword">自动开具发票</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">自动开具发票</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" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__ol_hxl_zqc_xgc"><li class="li"><span class="ph" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__ai_overview_1"><span class="ph uicontrol">Upload</span> PDF invoices as a batch. See <a class="xref" href="/zh-cn/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-for-trimble-construction-one-users/upload-invoices">Upload Invoices</a>.</span></li><li class="li"><span class="ph" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__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="/zh-cn/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-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="/zh-cn/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-for-trimble-construction-one-users/process-invoices">Process Invoices</a>.</li></ol>
        <div class="note note note_note" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__note_ixl_zqc_xgc"><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">自动开具发票</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">自动开具发票</span> will recognize the vendor and automatically populate that field.</div>
        <section class="section" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__section_jxl_zqc_xgc"><h2 class="title sectiontitle" id="requirements-0">Requirements</h2>
            
            <div class="p">
                <ul class="ul" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__ul_kxl_zqc_xgc">
                    <li class="li"><span class="ph">You can take advantage of <span class="keyword">自动开具发票</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">自动开具发票</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" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__section_lxl_zqc_xgc"><h2 class="title sectiontitle" id="setup-0">Setup</h2>
            
            
            <div class="p">
                <ul class="ul" id="concept-e9245981-d777-4185-b819-cbb217baa27e--zh-cn__ul_mxl_zqc_xgc">
                    <li class="li">Give users access to <span class="keyword">自动开具发票</span> in <span class="keyword">Trimble Construction One</span>. See <a class="xref" href="/zh-cn/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-for-trimble-construction-one-users/give-a-user-access-to-%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8">Give a User Access to <span class="keyword">自动开具发票</span></a>.</li>
                    <li class="li">In Spectrum, enable <span class="keyword">自动开具发票</span> for an AP
                        Company. See <a class="xref" href="/zh-cn/spectrum/spectrum/accounting/accounts-payable/spectrum-menus/data-entry-overview/%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-for-trimble-construction-one-users/enable-%E8%87%AA%E5%8A%A8%E5%BC%80%E5%85%B7%E5%8F%91%E7%A5%A8-for-a-company-in-spectrum">Enable <span class="keyword">自动开具发票</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 自动开具发票 you can automatically enter invoice headers into Spectrum without performing
        manual data entry, saving time and avoiding potential mistakes.

自动开具发票 (for Trimble Construction One Users)

Spectrum

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="topic-aac560a6-05e1-49da-b0a5-15d19ee69a63--zh-cn" 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><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-pntqopzq--zh-cn" 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)

The tools in the Drawing section are used to create annotations on the image. The annotation types available are Line, Arrow, Freehand, Polyline, Polygon, Oval, Sticky Note, Callout, Text Box, and Rectangle). For all the tools, apart from the Sticky Note tool, you can change the color and line settings in the Annotation Options screen.

Set Annotation Options

Trimble Pay: Report Types

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-785ebcef-c4c8-4576-aa86-062366c41522--zh-cn" 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>

Trimble工作中心

<body><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-xsnqdmpj--zh-cn" aria-labelledby="ariaid-title1"><h1 class="title topictitle1" id="ariaid-title1">What's New in <span class="keyword">Spectrum人力资源管理</span> 2025 R6.1</h1><div class="body conbody"><p class="shortdesc">The 2025 R6.1 release of <span class="keyword">Spectrum人力资源管理</span> includes the updated
        I-9 form for 2025. This release is available as of July 30, 2025.</p><section class="section" id="concept-xsnqdmpj--zh-cn__section_ctd_zqm_bzb"><h2 class="title sectiontitle" id="onboarding-0">Onboarding</h2>
            
            <p class="p"><span class="ph uicontrol">Updated I-9 Form</span></p>
            <p class="p">The I-9 form and I-9 instructions have been revised in compliance
                with U.S. Citizenship and Immigration Services requirements. See the <a class="xref j-external-link" href="https://www.uscis.gov/i-9-central/form-i-9-related-news/minor-changes-to-form-i-9-and-e-verify-updates" target="_blank">U.S. Citizenship and Immigration Services
                    website</a> for details about changes made to the form. You can also access a
                copy of the new form <a class="xref j-external-link" href="https://www.uscis.gov/sites/default/files/document/forms/i-9.pdf" target="_blank">here</a>.</p>
            <p class="p">Following the update to the 2025 R6.1 release, a new hire's
                onboarding status will determine which version of the I-9 form their hiring packet
                will include:</p>
            <div class="p">
                <ul class="ul" id="concept-xsnqdmpj--zh-cn__ul_qxr_wgd_fzb">
                    <li class="li">
                        <p class="p">New hires who had not yet started the I-9 (status =
                                <span class="ph uicontrol">Invited</span> or
                                <span class="ph uicontrol">No Personal
                                Info</span>) will see the revised version of the form in their
                            hiring packet.</p>
                    </li>
                    <li class="li">
                        <p class="p">New hires who had started the I-9 (status = <span class="ph uicontrol">Working On Tasks</span>) or
                            submitted it (status = <span class="ph uicontrol">Submitted</span>) prior to the current release will remain on
                            the old version of the form.</p>
                    </li>
                </ul>
            </div>
            
        </section></div></article></main></body>

The 2025 R6 release of Spectrum人力资源管理 introduces
                a new User Management widget on the home page. This release is available as of June
                19, 2025.

What's New in Spectrum人力资源管理 2025 R6

Review the features and enhancements that were released in
        2025.

2025 Releases

The 2025 R9 release of Spectrum人力资源管理 introduces
                a new MFA security setting and removes a page from the sign in screen.

What's New in Spectrum人力资源管理 2025 R9

The 2025 R6.1 release of Spectrum人力资源管理 includes the updated
        I-9 form for 2025. This release is available as of July 30, 2025.

What's New in Spectrum人力资源管理 2025 R6.1

Spectrum人力资源管理

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><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-yyflvy8q5575--zh-cn" 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--zh-cn__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--zh-cn__table_xdf_gcp_nfc__entry__1">Accounting</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2">Costs and Contracts</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3">HR and Payroll</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4">Project Management</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "></td></tr><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__1 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__2 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__3 concept-yyflvy8q5575--zh-cn__table_xdf_gcp_nfc__entry__4 "></td></tr></tbody></table></div><div class="p"><table class="table" id="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24"><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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1">Job Resources</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2">Service Management</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3">Administration</th><th class="entry" id="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4">System Tools</th></tr></thead><tbody class="tbody"><tr class="row"><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/previous-vista-releases/2024-releases/whats-new-in-vista-2024-r1/administration/import-features">Imports</a></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "></td><td class="entry" headers="concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__1 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__2 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__3 concept-yyflvy8q5575--zh-cn__a49ccea3-169a-4a81-810e-0e0614377b24__entry__4 "><a class="xref" href="/zh-cn/vista/vista/whats-new/whats-new-in-vista/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客户门户</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><main xmlns:jcm-link-man="http://jorsek.com/content-management/modules/linkmanagement" role="main"><article role="article" id="concept-37202503jrs23--zh-cn" 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="/zh-cn/viewpoint-field-view/viewpoint-field-view/whats-new/2025-releases/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>

Review the enhancements and bug fixes that were released during 2025.

2025 releases

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

App Xchange

Trimble Connect

Viewpoint HR Management for Vista

Viewpoint Financial Manager

Viewpoint Field管理

Vista Field Service

Viewpoint HR Management for Spectrum

Traqspera

Trimble Pay

Trimble Construction One Analytics

Viewpoint For Projects

ProContractor

Viewpoint Team

Jobpac Connect

Estimation Desktop

高级图像管理器

Viewpoint Estimating™ is an advanced, trade-specific estimating solution designed to help contractors prepare accurate bids up to 10 times faster than manual processes.

Trimble 产品帮助

Create a lead source