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Vista

Vista

Overview

What is Vista?

Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.

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Recent Reviews

User friendly!

6 out of 10
June 29, 2023
Incentivized
I think it is highly customizable and helps gets info in a quick way. There is a steep learning curve... but once you figure it out it's …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 41 features
  • Direct deposit files (24)
    8.9
    89%
  • Pay calculation (24)
    8.8
    88%
  • Standard reports (29)
    7.9
    79%
  • Custom reports (26)
    7.6
    76%

Reviewer Pros & Cons

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Pricing

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N/A
Unavailable

What is Vista?

Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

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Sage 100 (or Sage 100cloud is a business management software offering a broad range of modules designed to meet the many needs of virtually any business. It encompasses financial operations and accounting, payroll, business intelligence, CRM, eBusiness, manufacturing and distribution.

What is Odoo?

Odoo, from the Belgium-headquartered multinational company of the same name, is a suite of business applications for managing the sales pipeline. It also comprises a PoS and inventory management modules, scaling to a warehouse or retail management solution.

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Features

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

8.3
Avg 7.2

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.3
Avg 7.2

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.2
Avg 8.1

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

7.8
Avg 7.0

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8
Avg 7.6

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

7.4
Avg 7.9

Order Management

The ability to process orders, and track them from quote to cash.

7.4
Avg 7.8

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

7.6
Avg 7.4

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

8
Avg 7.6

Project Execution Management

Project execution management solution including capabilities for project scheduling, resource management, and team member task management.

6.4
Avg 6.8

Procurement

Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management

7.2
Avg 7.0

Supply Chain

Supply Chain Planning solution with capabilities for planning, performance monitoring, change responses and execution.

7.5
Avg 7.2
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Product Details

What is Vista?

Vista by Viewpoint is a construction accounting and ERP software that is designed to help contractors manage all areas of their business. According to the vendor, Vista enables the centralization of information with visibility, providing secure, fully-interactive data across the organization. From pre-construction through project closeout, Vista’s project management provides project insight, backed by up-to-date data and workflows. With job costing, service, equipment, HR and Payroll management placed at the user's fingertips, Vista shows whether or not a project is on track or behind, and makes users aware of potential issues as work occurs rather than weeks or even months later. The solution helps manage subcontractors, mitigate risks and complete projects on-time and on-budget.

Vista Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Journals and Reconciliations
  • Supported: Configurable Accounting
  • Supported: Standardized Processes

Subledger and Financial Process Features

  • Supported: Billing Management
  • Supported: Cash and Asset Management
  • Supported: Travel & Expense Management
  • Supported: Budgetary Control & Encumbrance Accounting
  • Supported: Period Close

Inventory Management Features

  • Supported: Inventory tracking
  • Supported: Automatic reordering
  • Supported: Location management

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Cost of goods sold
  • Supported: Order Orchestration

Payroll Management Features

  • Supported: Pay calculation
  • Supported: Benefit plan administration
  • Supported: Direct deposit files

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: API for custom integration
  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability
  • Supported: User-level audit trail

Project Financial Management Features

  • Supported: Budgeting and Forecasting
  • Supported: Project Costing
  • Supported: Cost Capture
  • Supported: Capital Project Management
  • Supported: Customer Contract Compliance
  • Supported: Project Revenue Recognition

Project Execution Management Features

  • Supported: Task Insight for Project Managers
  • Supported: Project Mobile Functionality

Procurement Features

  • Supported: Contract Authoring
  • Supported: Contract Repository
  • Supported: Requisitions-to-Purchase Orders Integrated
  • Supported: Supplier Management

Supply Chain Features

  • Supported: Inventory Planning

Additional Features

  • Supported: Takeoff Tools
  • Supported: Cost databases
  • Supported: Bid Creation
  • Supported: Job Costing
  • Supported: Cost Calculator
  • Supported: Plan distribution & viewing
  • Supported: Issue tracking & Punchlists
  • Supported: Jobsite Reporting
  • Supported: RFI Tools
  • Supported: As-Built Drawings
  • Supported: Submittal Design and Management
  • Supported: Specifications
  • Supported: Plan Markups and Sharing
  • Supported: Photo Documentation
  • Supported: Document Sharing
  • Supported: Collaboration & Approvals
  • Supported: Mobile App
  • Supported: Meeting Minutes
  • Supported: Change Orders
  • Supported: Support for External Payroll Vendors
  • Supported: Compliance Data

Vista Screenshots

Screenshot of Job Cost AccountingScreenshot of Equipment ManagementScreenshot of Service ManagementScreenshot of Service Management Dispatch Board

Vista Video

Viewpoint for Estimating.

Vista Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile Application,

Frequently Asked Questions

Viewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.

Procore, Sage 300, and Acumatica are common alternatives for Vista.

Reviewers rate Direct deposit files highest, with a score of 8.9.

The most common users of Vista are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(137)

Attribute Ratings

Reviews

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
We use Vista by Viewpoint in our accounting department - Accounts Receivable, Accounts Payable, Cash Management, General Ledger, Payroll, Human Resources, as well as Equipment Management, Inventory, Job Cost, Material Sales, Project Management, and Purchase Order. We have found Vista by Viewpoint to be user-friendly and very versatile with the ability to create user defined fields.
  • User defined fields can be created in all modules.
  • The ability to sort and filter when viewing grids of information.
  • The import feature made converting our existing information very easy.
  • The Clearview website is available to answer many questions and for training as well.
  • The suggestion box is awesome if you have ideas for improvements.
  • It would be nice to have a simple export to Excel.
  • We would like to see an app available for individual remote time card entry on a phone. Vista is working on one but we have not found it usable yet.
Vista by Viewpoint is very user-friendly, versatile, and powerful. However, reporting is a challenge as you need to know Crystal Reports in order to make any changes to reports. You can export reports to Excel but it is not a 'clean' export and tweaking is necessary. Finding someone that knows Crystal Reports is key.
General Ledger and Configurable Accounting (7)
88.57142857142858%
8.9
Accounts payable
100%
10.0
Accounts receivable
80%
8.0
Global Financial Support
80%
8.0
Primary and Secondary Ledgers
90%
9.0
Journals and Reconciliations
80%
8.0
Configurable Accounting
100%
10.0
Standardized Processes
90%
9.0
Subledger and Financial Process (4)
82.5%
8.3
Billing Management
80%
8.0
Cash and Asset Management
90%
9.0
Travel & Expense Management
80%
8.0
Period Close
80%
8.0
Inventory Management (2)
35%
3.5
Inventory tracking
70%
7.0
Location management
N/A
N/A
Order Management (5)
N/A
N/A
Pricing
N/A
N/A
Order entry
N/A
N/A
Credit card processing
N/A
N/A
Cost of goods sold
N/A
N/A
Order Orchestration
N/A
N/A
Payroll Management (3)
90%
9.0
Pay calculation
90%
9.0
Benefit plan administration
80%
8.0
Direct deposit files
100%
10.0
Reporting & Analytics (3)
66.66666666666667%
6.7
Dashboards
80%
8.0
Standard reports
60%
6.0
Custom reports
60%
6.0
Customization (2)
30%
3.0
API for custom integration
60%
6.0
Plug-ins
N/A
N/A
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Grants Management (1)
N/A
N/A
Award Lifecycle Management
N/A
N/A
Project Financial Management (6)
73.33333333333333%
7.3
Budgeting and Forecasting
80%
8.0
Project Costing
100%
10.0
Cost Capture
100%
10.0
Capital Project Management
N/A
N/A
Customer Contract Compliance
80%
8.0
Project Revenue Recognition
80%
8.0
Project Execution Management (4)
17.5%
1.8
Project Planning and Scheduling
N/A
N/A
Task Insight for Project Managers
N/A
N/A
Project Mobile Functionality
70%
7.0
Definable Resource Pools
N/A
N/A
Procurement (5)
14%
1.4
Bids Analyzed and Compared
N/A
N/A
Contract Authoring
N/A
N/A
Contract Repository
N/A
N/A
Requisitions-to-Purchase Orders Integrated
70%
7.0
Supplier Management
N/A
N/A
Risk Management (5)
N/A
N/A
Risk Repository
N/A
N/A
Control Management
N/A
N/A
Control Efficiency Assessments
N/A
N/A
Issue Detection
N/A
N/A
Remediation and Certification
N/A
N/A
Logistics (5)
N/A
N/A
Transportation Planning and Optimization
N/A
N/A
Transportation Execution Management
N/A
N/A
Trade and Customs Management
N/A
N/A
Fulfillment Management
N/A
N/A
Warehouse Workforce Management
N/A
N/A
Manufacturing (5)
N/A
N/A
Production Process Design
N/A
N/A
Production Management
N/A
N/A
Configuration Management
N/A
N/A
Work Execution
N/A
N/A
Manufacturing Costs
N/A
N/A
Supply Chain (3)
N/A
N/A
Forecasting
N/A
N/A
Inventory Planning
N/A
N/A
Performance Monitoring
N/A
N/A
Product Lifecycle Management (2)
N/A
N/A
Proposal Management
N/A
N/A
Product Master Data Management
N/A
N/A
  • Processes have been quicker and it is easier to modify or change accounting entries than what we had previously.
Vista’s HR Management, Field Management, and Financial Controls integrate well with the Vista accounting software. Integration with the field will become more streamlined in the near future and it’s exciting to think of the future opportunities.
Accounts Payable invoices are scanned in and the approver is notified to review and approve. This has drastically improved/eliminated the manual paper shuffling. We are utilizing timecard entry and approval for 60 of our 170 employees and hope to improve on this. We have moved our onboarding process to HR management and this has streamlined this process as well. Additionally, we will be automating our benefits sign up.
15
Accounting - AR, AP, PR, HR, Safety, Equipment Management.
2
  • Accounting
  • HR
  • Payroll
  • Portal - vacation requests and paystub viewing.
  • Benefits administration.
  • Field productivity.
  • Analytics.
  • Team collaboration with subcontractors.
Yes
We replaced Street Smarts as they were no longer going to be supported.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
I wouldn't change anything.
We felt the training was excellent.
  • Implemented in-house
Yes
Training, dual systems, and then go live.
Change management was a minor issue with the implementation
  • Very minimal issues.
  • Online Training
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.
With the availability of user defined fields, the configurability in Vista very flexible. The reporting, however, is lacking in configurability.
Create user defined fields and tables when needed.
Some - we have done small customizations to the interface
Some - we have added small pieces of custom code
Slow response time.
No.
Yes
When we requested a modification to the program.
Very intuitive and flexible.
  • Help command.
  • Menu navigation.
  • Reporting.
Yes
We recently switched to the Cloud version and this has improved this area.
Rarely have issues.
Some latency issues when we moved to the Cloud. Slow when using Spreadsheet Server.
  • Power Automate
  • Spreadsheet Server
  • Power BI
  • CAT field apps
  • File import/export
  • Single Signon
Yes
No issues.
  • Continued progress.
  • Ability to automatically read payable invoices.
No
No
Chris Gibbons | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Vista by Viewpoint is being used as the primary Accounting and Job Costing software for the entire organization. It solves the need for record keeping, vendor payments, Human Resources, payroll, Billing & Collections, Cash Management, Inventory, Purchasing, Service, GL, Job Costing and Project Management. It also serves as the solutions for managing subcontractors, vendors, customers. Also, it is our main document management resource.
  • The one-stop-shop mentality has been the number one reason our organization continues to utilize Vista by Viewpoint.
  • We also appreciate the continued effort to become a more efficient platform with a shift to providing more resources for the field.
  • Lastly, we appreciate the customer support. It has come a long way in the last 10 years; however, their support has remained in line with their growth.
  • There are times, where I had a question on how to set something up because Vista is very customizable; however, it's considered billable time; so I end up having to figure it out on my own in order to avoid the added expense.
  • Sometimes I think there are too many forms in order to get something set up. There seems to be a lot of open and closing. It would be nice if some of the processes were consolidated into one form.
  • Sometimes the sales staff can be over the top. I probably get at least 3-5 sales calls from Viewpoint every month for additional features/products that they are offering.
Viewpoint is well suited for a one-stop-shop Accounting and PM Accounting software program. I would say Vista would be less appropriate for smaller contractors who do less volume. Viewpoint offers other software programs for subcontractors or general contractors who have revenue amounts less than $10 - $20M per year or so.
General Ledger and Configurable Accounting
N/A
N/A
Subledger and Financial Process
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics
N/A
N/A
Customization
N/A
N/A
Security
N/A
N/A
Grants Management
N/A
N/A
Project Financial Management
N/A
N/A
Project Execution Management
N/A
N/A
Procurement
N/A
N/A
Risk Management
N/A
N/A
Logistics
N/A
N/A
Manufacturing
N/A
N/A
Supply Chain
N/A
N/A
Product Lifecycle Management
N/A
N/A
  • The return on investment is has been keeping everything centralized.
  • The negative impact is basically the financial aspect. You are prone to increases each year.
Viewpoint is well suited for a one-stop-shop Accounting and PM Accounting software program.
It allows for ad-hoc reporting, queries and custom reports to extract data as needed in real time.
Vista has been the only construction software I have used.
Microsoft Office 2016 (discontinued)
100
Operations, Purchasing, Engineering, Accounting, Estimating
10
Experience using the software, IT basic knowledge, Accounting basic knowledge
  • Accounting
  • Operations
  • Purchasing
  • Engineering
  • Estimating
  • We have built our own operations portal with links directly to Vista
  • Not sure, but lots of possibilities
It's our basis of operation. Very likely we will continue to use Vista
Yes
Maxwell, we out grew the product
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
I wasn't part of the evaluation process.
  • Implemented in-house
Yes
It was implemented over six months.
Change management was minimal
I wasn't involved with the implementation.
  • I wasn't involved.
  • In-Person Training
I wasn't involved with the training. But from what I hear it went well.
Just right for this type of product.
I am not sure. I am just a User.
Yes - we have customized the interface extensively
Very simple to do. There are lots of instructions on how to create custom fields, tables, forms, etc...
Not at the moment.
Support could be better. The only cases I submit tend to be known issues that are in development.
I am not aware of premium support.
Yes
Not usually, it sometimes takes a few months for the update to be released.
Not that I can think of.
Very simple to use, very user friendly. Not so complicated as other ERPs. Easily trainable.
  • AP Process
  • Payroll Process
  • Project Management
  • General Ledger
  • None that I know of.
Very scalable for different size organizations.
Always available. I can't recall anytime it was down that was at the fault of Viewpoint.
For the most part, forms and reports load quickly. There is a little bit of lag.
  • Procore
I wasn't part of the integration but it went fairly smooth from what I have heard.
  • Not at the moment
N/A
  • File import/export
No
I wasn't part of the integration, but I would definitely hire a 3rd party consultant to assist.
I wasn't part of the integration.
I wasn't part of the integration.
I wasn't part of the integration.
I wasn't part of the integration.
I wasn't part of the integration.
I wasn't part of the integration.
Yes
Yes very smoothly, although we implement our own updates.
  • New interface
  • Faster load times
  • Cleaner look
  • I am not sure
No
No
Score 8 out of 10
Vetted Review
Verified User
Vista is our company wide ERP. We utilize almost all the modules of the core product such as Accounting, HR, Job Cost, Project Management and many others. In addition we have purchased several of the add-on integrated solutions to compliment the product such as Team, HR Management, Field Management and cloud hosting in the VEC environment. Through Vista and the add-ons almost every person in the company uses it daily or weekly.
  • Job Cost module is strong, many controls yet still user friendly and functional.
  • Certified payroll is done particularly well.
  • The cloud hosting solution has been a positive experience, eliminating much of our on-premise cost and headache.
  • PO module can be very 'sensitive' and problems/issues are hard to resolve.
  • 2-way communication with add-on solutions versus 1-way, can create out of sync data between Team and Vista PM.
  • Work Centers are horribly clunky and customization of views and grids doesn't work, especially for Service.
Construction is obviously the target industry and I think it would be best suited for larger organizations with a solid IT and Accounting team of 4-6 at least. We have only 2 accounting team members and they struggle to keep up with the product, updates and features all the while doing their day to day work.
General Ledger and Configurable Accounting
N/A
N/A
Subledger and Financial Process
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management
N/A
N/A
Reporting & Analytics
N/A
N/A
Customization
N/A
N/A
Security
N/A
N/A
Grants Management
N/A
N/A
Project Financial Management
N/A
N/A
Project Execution Management
N/A
N/A
Procurement
N/A
N/A
Risk Management
N/A
N/A
Logistics
N/A
N/A
Manufacturing
N/A
N/A
Supply Chain
N/A
N/A
Product Lifecycle Management
N/A
N/A
  • Bringing all of the project management functions into a single consolidated platform has been good.
  • The robust HR program with documentation of employee data as well as accidents, reviews, training, skills etc. has eliminated 3 offline spreadsheets.
  • VEC has lowered our overall IT spend.
ProContractor at the time was not ready to handle a company of our size, we have since reduced in size, but prior to the acquisition by ViewPoint ProContractor was a very unstable solution.
20
Finance, Project Management and Service Management
In depth knowledge of product modules/programs
  • General accounting
  • Job cost
  • Service Management
  • Cost to completes and forecasts - most solutions don't do this well
  • Purchasing control
  • Inventory management
  • Small tool tracking
We are committed and invested
Yes
Maxwell Pro Contractor - we deployed that solution for less than 1 year, was not ready for a contractor at our scale.
  • Price
  • Product Features
  • Product Usability
We fell into Vista, Viewpoint had recently acquired Maxwell and seeing how disappointed we were they offered to migrate us to Vista, we are happy where we landed.
Be more focused on a true "internet" ready solution
  • Third-party professional services
Can't recall
Yes
We first tried to do it on our own, major failure, the implementer came in a year later and really helped get us on track
Change management was minimal
Change is always hard, but honestly our prior solution was so bad most folks were excited
  • Cost of customizations
  • Not enough time for all the training
We should have prepared and spent more.
Sometimes can be very slow and often the answer is "buy a customization." Too many bugs go unresolved, i.e. Service Work Center. I think support has a lot of room to improve.
No, was not aware there are levels of support...
Yes
It was resolved, timely would not be how I would describe it
There had been a lingering issue with adjusting columns in a Work Center. It had been YEARS old and never seemed to get much traction. On an unrelated issue I was connected with a support tech, I mentioned this problem and he worked diligently for 3 weeks with me to make sure the issue was floated to the top of the repair list and in the next release the years old problem was FINALLY fixed.
Much better than our original legacy platform, but still can be cumbersome and fragmented at times.
  • Cost to completes
  • Job budget updates
  • Payroll
  • Purchasing
  • Inventory and material setup
  • Financial statements
Yes
You can login to VEC through any browser, mobile or not... I guess in a pinch if you needed something you could do it, but I don't see any real value in Vista on a mobile device. The integrated solutions for Team and HR Management are better on mobile than Vista
Jon Glenn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Vista is currently being used mainly by our office staff, but as we implement Keystyle and Viewpoint Team, it's moving across the entire company. Viewpoint itself is very customizable. We've added plenty of additional fields and some tables. Keystyle is amazing. Keystyle is allowing us to go more and more paperless, while also pushing documents directly into Vista. Team we've just purchased, so I can't go into that much, but it should be extremely helpful for our field.
  • Customizable -- endless user defined fields and tables can be added, among other things.
  • Paperless -- eventually, but it's definitely helping!
  • Expense and invoice review process can be done from anywhere, anytime (formerly Keystyle)
  • Speed of major updates and fixes could be faster. Every 6-9 months for major updates is longer than I'd prefer.
  • Clearview, aka their knowledgebase, doesn't search very easily.
  • Crystal hasn't been updated in eons, which clashes with one of our other programs (FAS Asset Accounting).
  • Expensive! Great software, but it's expensive.
It's a great software that's developed very well. It's very customizable, especially if you have someone in house that's able to do a bit of coding. For anyone doing their own payroll, which we do, it can do anything we've needed it to do.
General Ledger and Configurable Accounting
N/A
N/A
Subledger and Financial Process
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management (3)
86.66666666666666%
8.7
Pay calculation
90%
9.0
Benefit plan administration
70%
7.0
Direct deposit files
100%
10.0
Reporting & Analytics (3)
N/A
N/A
Dashboards
N/A
N/A
Standard reports
N/A
N/A
Custom reports
N/A
N/A
Customization
N/A
N/A
Security
N/A
N/A
Grants Management
N/A
N/A
Project Financial Management
N/A
N/A
Project Execution Management
N/A
N/A
Procurement
N/A
N/A
Risk Management
N/A
N/A
Logistics
N/A
N/A
Manufacturing
N/A
N/A
Supply Chain
N/A
N/A
Product Lifecycle Management
N/A
N/A
  • We needed a replacement for our old, outdated software, and Vista picked up very well. Implementation did take almost a full year though.
130
Most if not all areas -- Payroll, HR, Job Cost, AR, AP, Contracts, Equipment, etc..
1
I'm the admin for Vista. I've been running it since we went live Jan 2016. As far as skills, attention to detail and the ability to problem solve are the most important.
  • Payroll
  • Job Cost
  • HR Onboarding
  • Equipment
  • UD fields have been great. They allow us to add items that we can use outside of Vista
It's very customizable and accessible outside of Vista itself (SQL, Excel, home grown programs, etc.), but Viewpoint is very slow at fixing bugs and adding suggestions from their suggestion box. If this last area was better, I would have given this a 9 or 10.
Yes
StreetSmarts -- Viewpoint purchased them and it was going away. We did evaluate other products but Vista suited our needs best.
  • Product Features
  • Product Usability
We'd probably look deeper into other products to look at future expandibility.
  • Implemented in-house
No
Change management was minimal
  • Implementing wage scales
  • Getting all of our processes implemented
Test test test, and test some more.
Their chat option is very helpful for quick, simple questions. Their critical support typically gets back to me within 20-30 minutes, but their non-critical support can sometimes be a little slow to get back with you. Over the past couple of years (2020-2021), their online chat support has gone downhill. This started when they added the "bot". It doesn't open until close to 9 AM, and when you do start chatting with the bot you have no idea if there is an actual person available to talk to. You can literally get all the way through the chat with the bot, be transferred to a "person" and there's no one in the queue so you get a case opened with a base priority. Very disappointing.
There is no option for this.
Yes
They are resolved, but they usually take months. Far slower than they used to be before the publicly traded company bought them out (pre Trimble).
It's very customizable and easily accessible outside of Vista itself.
  • Payroll and HR are pretty straight forward and they have a pretty in depth knowledgebase
  • Wage scale setup in payroll
No
December 30, 2020

Vista by Viewpoint Review

Score 4 out of 10
Vetted Review
Verified User
Incentivized
Vista is being used as our Construction Management Software across the entire company. Last June we also purchased Keystyle which was then purchased by Viewpoint. We use all Modules except for the Service Modules and the Resouce Modules. We use Viewpoint to address the majority of our business problems, we have put a lot of customization into Viewpoint. We have 500+ Custom reports along with many user-defined modules/tables.
  • Track Jobs - the PM Module allows tracking of a job.
  • User Defined Database - My sell on Viewpoint was how easy it was to add custom fields/tables and even create custom procedures for areas where Viewpoint did not have a module for that.
  • Equipment Tracking - Equipment Tracking is done very easily in Viewpoint.
  • Safety Training - Viewpoint tracks/compiles training however the reports are basic. We need to be able to see training by looking at a job and the employees on the job for certain training classes and seeing if the class is expired, missing or current. The entire safety training could use an overhaul.
  • PM PO Change Orders - this needs to be added into the PO Work Flow for the PM Side. There is not a way to do a change order and keep it in the PM PO Workflow.
  • Employee Info - A picture on the HR Resource Master would be great, then allow to print badges from there and also assign each employee a QR Code so the QR Code can be scanned for training or to get a list of the person's training.
Viewpoint Support - The support side for Vista is lacking in the amount of time it takes for a response and then also the time it takes to get the issue resolved.
Recently, I've had a ticket open for 2 weeks with no response, I had to go to the support manager to get a response. The longest ticket I had open with no response was 13 weeks, which is not acceptable. Also, Support needs to pay attention to time zone's and not call, leave a message and then send an email about how they can't get a hold of you and will close the ticket if they do not hear from you the next day. Viewpoint support is also very poor at keeping issues/cases updated on their side. It would be nice if I could go in and look at the issues/cases and see what Viewpoint is doing so I do not have to ask for a status update all the time. Support also does not read the information that is sent in on a ticket, they will send me links to articles in Clearview that are not even related to the problem submitted. Also if I add screen prints or attachments when I do get a follow up from support they always ask for me to submit screenshots because they cannot see them, even though I have submitted them with the initial ticket.
General Ledger and Configurable Accounting
N/A
N/A
Subledger and Financial Process
N/A
N/A
Inventory Management
N/A
N/A
Order Management
N/A
N/A
Payroll Management (3)
83.33333333333334%
8.3
Pay calculation
90%
9.0
Benefit plan administration
70%
7.0
Direct deposit files
90%
9.0
Reporting & Analytics (3)
90%
9.0
Dashboards
80%
8.0
Standard reports
90%
9.0
Custom reports
100%
10.0
Customization
N/A
N/A
Security
N/A
N/A
Grants Management
N/A
N/A
Project Financial Management
N/A
N/A
Project Execution Management
N/A
N/A
Procurement
N/A
N/A
Risk Management
N/A
N/A
Logistics
N/A
N/A
Manufacturing
N/A
N/A
Supply Chain
N/A
N/A
Product Lifecycle Management
N/A
N/A
  • Standardized processes between jobs and offices.
  • Allow PM's and Field Emp to do some of the initial work and streamline the amount of people/times entering info.
When we were looking it came down to Viewpoint and CMiC. Viewpoint won because of their ability to customize was more robust. Also 12 years ago we were not eager to go to the cloud and CMiC was cloud-based only.
60
We have representation for each area in Viewpoint, PM's, AP, AR, Payroll, HR, Equipment/Yard Management/Billing/Management/Reporting/IT
3
We have 3 employees who support Viewpoint:
One IT Admin who does the Viewpoint Updates
One IT Analyst who creates/manages reports, dashboards, analytics, SQL, HR Management, and Field Management. Person also manages the flow of processes within Viewpoint. Watches for all updates and works with areas on roll out.
One Trainer who does the Project Management training
  • Project Management
  • Payroll
  • Billing
  • Manage custom tool ordering
  • In/Out Boards
  • analystics
  • safety training dashboards
Viewpoint is what we use to run our business.
Yes
We had a custom program previously and it was outdated and needed updates.
  • Price
  • Product Features
  • Product Usability
  • Product Reputation
I would ask for specific examples of how our process is done and not take the word of the sales person that Viewpoint could do it.
  • Implemented in-house
  • Third-party professional services
  • TIBCO professional services
No
Change management was minimal
  • Vista did not do what we were told it would
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.
Support was very poor for a long time, I have noticed this year that we are getting a better response. It is still not up to where it was 5 or so years ago but it has come a long way. I normally get a response from a ticket the same day now instead of 13 days later. The follow up is much faster.
Not Available
Yes
It depends on the bug. Bugs within HR Management have mostly been taken care of fast, however bugs within Vista are normally not taken care of timely. Sometimes it might be a hot fix but most often a case is put in and the bug can sit for months before being fixed or it will be fixed in an update but once updated the bug is still there. It took three rounds of updates before a bug was finally fixed in payroll.
A few weeks ago our HR Management Timecard program was having issues, there was a bug. They were able to put in a hot fix asap that resolved that issue.
Each process is pretty easy to execute, there is documentation on how to do the process and video's you can watch
  • Running Reports
  • Looking up Employees in HR Resource Master
  • Finding Equipment
  • Finding Missing Training
  • Finding Expired Training
  • Finding curriculums for employees based on Titles
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