Customer Success Bulletin January 2023
Spectrum User Summit – It's a Wrap!
 
 
We were thrilled to welcome thousands of you to the 2023 Spectrum User Summit, the second year running! This year's sessions provided more product tips and best practices, exciting new release information, customer-led sessions, and much more—all specific to Spectrum, your workflows, and your job.

Some of the top sessions included Spectrum enhancements over the past year, and the exciting announcement of Automatic Invoicing that's sure to be an AP game-changer! Product experts also covered connecting project management and Spectrum, HR management including onboarding and employee self-service, and so much more.

A big thank you goes out to all that joined us over the two-day event! And, whether you were able to attend or not, all the sessions are available on-demand. If you did not register for the Spectrum Summit but would like to view the sessions, first register here.
 
Get It On-Demand
 
AP Professionals - This One's For You
Introducing Automatic Invoicing for Spectrum
 
 
Did someone say "auto-magic"?! We are so excited to announce the release of Spectrum's new feature exclusively for Trimble Construction One customers! Automatic Invoicing automatically detects information from PDF invoices and then populates Vendor Invoice Entries in Spectrum. Using artificial intelligence developed via millions of Viewpoint ERP data points, you can say goodbye to manual, tedious invoice entry.

Check out how this robust new feature will save you time and money while improving your data accuracy. Or, request more information!
 
Auto-Magic
 
Dimensions 2023 - Let's Connect
Dimensions 2023 - Early Bird Pricing Is Available!
 
 
November 6-8, 2023, we have another exciting opportunity for you to continue your learning and connect with industry professionals. Dimensions is coming back and based on your feedback, we're getting it back!

What do I mean by that? In a nutshell, the content we used to deliver at our Collaborate user conference, we will deliver at Dimensions 2023. This includes:
  • 50 Spectrum Courses taught by your favorite Trimble Viewpoint experts
  • Plus, hundreds more courses from the rest of Trimble
  • Thought leadership
  • Courses on Connections to Trimble Construction One
  • Hands-on experience with the hardware and opportunities for you to meet with the Trimble Viewpoint team

Early bird registration for Dimensions lasts until June 30 so be sure to check that out!
     
    Dimensions 2023
     
    Viewpoint Academy
    What’s New In Viewpoint Academy
     
     
    New! Spectrum Automatic Invoicing
    Accounts Payable Clerks handling daily invoice entry inside of Spectrum can save time processing invoices and shortcut most Accounts Payable (AP) techniques by using Automatic Invoicing. Made possible through Trimble Construction One Cloud based technology, this feature reduces the painful manual steps involved in the invoice processing workflow and improves data accuracy.

    By the end of this course, you will be able to:
    • Provide user access and enable a company for Automatic Invoicing
    • Route and retrieve invoice-related attachments forwarded directly from a shared AP mailbox
    • Upload invoices (single or multiple files)
    • Mark page breaks between invoices if needed
    • Rotate, zoom, delete invoices
    • Import invoices with pre-populated header information into Vendor Invoice Entry
    • Complete invoice details in Spectrum Vendor Invoice Entry

    Updated! Spectrum HR Management – Migrating Employees to Trimble Construction One
    Spectrum HR Management has expanded its capabilities to allow your employees to see and update their personal information (address, phone, banking info, etc.) in the Trimble Construction One Portal! This course contains updated best practices for migrating your employees.

    Have questions? Need assistance? Email us at [email protected]
     
    Visit the Academy
     
    Spectrum 2023 R1 Release
    Spectrum 2023 R1 is here! So, what’s new?
     
     
    With Spectrum’s first new release of 2023 we are excited to introduce the ability to reset ePayments vendors to print checks. We have also updated the salary bands on the standard EEO-1 Component 2 Report to meet current requirements. Plus, you’ll see new “show me how” videos right in the product, and a lot of fixes to make your day-to-day run smoother.

    Check out our release notes for more information, and don’t forget to submit and vote on Spectrum suggestion box requests to have your voice heard!

    Visit us here for all the details on Spectrum 2023 R1.
     
    Spectrum 2023 R1
     
    Prophix
    Finance Leaders Weigh In On Automation, Agility & Investments In Tech
     
     
    Our strategic partner, Prophix, has found that finance departments are in a strong position for 2023. This is based on their 2023 Finance Leaders Survey, which asked 700 finance leaders to weigh in on their experience with, and future goals for, automation, agility, and investments in technology.

    What did they learn? Most importantly they discovered that the finance function is blazing a trial as a strategic and agile leader in business today. Take a few minutes to check out this Prophix blog to learn what actionable steps finance leaders are taking to guide their departments to new heights. You can also get additional insights in the full report here.
     
    Check Out the Blog
     
    The Network
    Professional Services Classroom Training
     
     
    Are you a member of our award winning user community? If not, you’re missing out! Join nearly 7,000 Trimble Viewpoint customers connecting in lively discussion forums, learning how to get the most out of your Trimble Viewpoint solutions, sharing feedback with our product experts, engaging with product leaders, and even more!

    The best part? You also have the opportunity to get rewarded and recognized for your growth and achievements. To learn more and become a member, visit us here. We hope to see you inside The Network as we continue to grow in 2023!
     
    Join Today
     
    Viewpoint Customer Portal
    Your Window to Support & Knowledge Base
     
     

    Wondering where to find support and help in solving issues with your Trimble Viewpoint software? Look no further!

    We recently sat down with Eric Salmassy, Knowledge Operations Analyst, who taught us all about the Viewpoint Customer Portal. Including how to access it and how it is linked to Customer Support, how to use the Support Chat feature, how the Customer Portal is different from Viewpoint Help, and more.

    Take a look at our full interview here.

     
    All About the Portal
     
    Put HR at the Center of Your ERP
    Put HR at the Center of Your ERP
     
     

    The tasks around managing labor and labor data end up falling on everyone; finance manually inputting payroll, field operations collecting onboarding paperwork, project management dealing with slow and inaccurate time entry, etc.

    A more modern approach frees up time across the organization and lets you make smarter decisions on timely, accurate labor data. But don't take our word for it! Listen to our experts and learn how HR Management for Spectrum makes it easier for you to empower your employees, gain back administrative time, speed up the hiring process, and get more accurate data at the same time.

     
    Hear From Our Experts
     
    Trimble Viewpoint Events to Keep an Eye On
    Trimble Viewpoint Events to Keep an Eye On
     
     

    Did you know that Trimble Viewpoint attends a number of national and regional events? We are always looking for the opportunity to connect with you face-to-face when we can. If you’re planning to attend any of the following events, we’d love to have you stop by our booth. Here’s where you can find us:

    • Marcum’s New York Construction Summit, May 24th
    • YHB’s Annual Construction Symposium, May 31st
    • CICPAC 2023, June 21st


    Then in July, we are gearing up for another great CFMA Annual Conference and Exhibition this year in Colorado and are honored to be a Principal Partner once again. Are you planning on attending the CFMA Annual Conference? Use the code “TRIMBLE50” for $50 off your registration.

    Finally, in select cities, we are even hosting our own Brews and News Roadshow events! These events are built for you to have an informative and fun afternoon of learning from industry experts, sharing common problems and successful solutions with industry peers, all while enjoying refreshments on us.

    To get up to date on all of our upcoming events, please visit us here. Keep in mind that events will be added on a monthly basis, so be sure to check back regularly so you don’t miss out.

     
    Find an Event Near You
     
    Featured Blog Post
    “Highlights from the 2023 Viewpoint Spectrum User Summit”
     8 Minute Read
    To The Blog!
    Twitter Facebook LinkedIn
    Trimble Viewpoint
    1515 SE Water Avenue, Suite #300, Portland OR 97214
    800.333.3197 | Contact Us