PM II Basic vs. Viewpoint Vista vs. Zoho Projects

The company has made a commitment to the use of the Vista products and continue to move forward trying to implement more with the Vista HR Management. From timekeeping to onboarding in the near future we strive to look for better ways to utilize the products for our accounting and payroll purposes.

Incentivized

My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.

Incentivized

• New employee on-boarding and personnel management
• Full spectrum accounting management (AP/AR/Payroll)
• Project management from contract award through project close-out
• Data security management, reporting and anlysis
• Equipment full lifespan management for costs, revenue and location tracking
• User Database allows for built-in customization capabilities to fit the most unique business requirements

• We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
• I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
• Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
• And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.

Incentivized

• Their payroll module is terribly slow and very clunky.
• Job costing parameters are very strict and limited.
• Each module interface has too many forms and screens.
• There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.

Incentivized

• There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
• Reporting is not integrated - its a fairly expensive add-on.
• There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.

It is extremely customizable and tracks so many complicated costs very well, more-so than other construction software programs out there that we've used in the past. It is also not an easy program to use for those even slightly not comfortable with a computer. The help sections/knowledge base could be better organized and updated more. It is a very powerful software program for our business and we rely on it hugely to see how our projects are running in real-time.

Incentivized

I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.

I think that Vista's is an easy program to use very user friendly with lots of help features to allow the user to fix an issue without having to put a support call into Vista. The reporting and exporting capability's are strong.

Incentivized

Zoho Project has been very user-friendly. As a small business, we have a diverse group of people with varying skill sets. This platform has been easy for our team to learn, implement, and succeed with. The mobile version is also very handy for our team.

Only issue is when there is an upgrade - it takes several times to get back logged in. Otherwise no issues with getting on to the program. We are set up on lap top or on the remote desk top. Works 90% of the time

Has not been down to my knowledge.

No issue downloading the reports - I do find sometimes it is easier to export and save than it is to print to a pdf. Options on the different reports not consistent. You can print a couple projects on the JC Contract Status Report - but you have to do each project for the JC Cost by contract item - when neither one is a drill down - not a big deal

Speed meets my expectations.

When privately owned, it was very good, then dropped when owned by Bane Capital Investments. Now that it has been bought by Trimble and has a home, support is back up again. Response time is better than most software companies, and the information provided is good. They have Chat support for quick answers, and a good Knowledge Base and video libraries.

Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks

Incentivized

I was not part of the in person training. I am assuming the training went well - but I did all my training through viewpoint academy.

Excellent training! They keep you on track to insure your implementation is going as planned. There are ample ways to receive additional training and training can be provided by position type. If you put on the effort, the training is there.

The trainer Viewpoint sent did not understand the processes, he only knew where the modules were located. He had no understanding of the actual process itself.

Incentivized

I personally have not used another ERP system other than Viewpoint Vista. I am sure there are others out there, but from listening to my managers experiences before Great Basin Industrial implemented Viewpoint, the other options were less superior to what Viewpoint offers. I think if you are looking for an ERP system in the construction industry, then Viewpoint is the way to go

Incentivized

Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.

Incentivized

I wasn't part of the integration.

Incentivized

For a small business - this program is well used in the accounting and operations. The two different work plans are set up for success. Alot of the programs we do not use - but like the reports that are generated - one disadvantage if you do not know crystal reports you cannot edit your form to meet your needs so there is a lot of printing different several forms to get all the information you need.

I wasn't part of the integration.

Incentivized

• Not sure I can speak to this as the company moved to Viewpoint before I began here. I think it is helpful for the Project Management and Superintendent staff to easily review how specific job items went, which we do in the PM contract drilldown analysis

Incentivized

• We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
• Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
• It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.

Incentivized