Submit your Suggestions for Vista Web

Grid Timecard and Timecard Approval _ Add a Note and Attachment option to the screen

Grid Timecard - Add a Timecard Memo/Attachment option that will tied to the timecard and flow to the Job Approval Grid.

Timecard Approval – Add the Timecard Memo/Attachment option so the approver can review in a click.

  • Michael Gonzalez
  • Aug 24 2021
Company PLH Group Inc.
Job Title / Role Consultant
I need it... 1 month
  • Attach files
  • Admin
    Mark Cadman commented
    August 31, 2021 16:28

    Hi Michael,

    This is a larger enhancement and would like to see how the rest of the community feels about this change before we consider implementing. Do you know the main reasons why the Field Ticket doesn't work to meet this need?

    Thank you

  • Michael Gonzalez commented
    August 30, 2021 15:09

    Mark I attached another attachment, please let me know if it possible to have this added to the product or be added to the future enhancement list.

  • Admin
    Mark Cadman commented
    August 25, 2021 18:33

    What other application are you referring it? Field Tickets resides in our Field Management portal.

  • Michael Gonzalez commented
    August 25, 2021 17:23

    Hi Mark,

    It would take to many steps for the payroll staff to jump from one application to another as well as the approvers. Having the ability to attached the document on the same screen that the time is being entered and be able to view the attachments on the approval screen would make it a single screen process.


    Thank you,

    Michael


  • Admin
    Mark Cadman commented
    August 25, 2021 15:21

    Hi Michael,

    Have you looked into using the Field Tickets module for this purpose?

    It's designed to be used for billing, collecting the customer signature, and will automatically attach the Field Ticket pdf to the JCFT table in Vista when they are approved.

  • Michael Gonzalez commented
    August 24, 2021 18:47

    Hey Mark,

    We would like to be able to attached our CUSTOMER signed timesheet to a line with the job. Then that would flow into PR Timecard entry and ultimately be referenced in Billing.

    Thanks,

    Michael

  • Admin
    Mark Cadman commented
    August 24, 2021 16:21

    Hey Michael,

    What kind of attachments would PLH like attached during the timecard process? What would they be using this for?

    Thanks!

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.