Windows authentication uses the user name and password that you use to log in to your computer. Login Page Thank you for visiting ClearView - the resource portal for Viewpoint Construction Software . A user with no access to cost-related fields can still add and modify cost items, enter or adjust quantities, and adjust overhead and profit percentages. This screen reference describes the following: Indicates whether a license will be reserved for the user. If the license grants full access, you can change the permission to, - Read-only access to the screen . These permissions may originate from the license or the user group or you may have set them. Honestly, not much. Viewpoint Construction Software supports the construction accounting, project management and field teams for nearly 8,000 construction companies worldwide. I do believe these issues can be fixed, but at the moment they seem to be working on them. By moving from manual processes and spreadsheets to modernized operations, it’s easier to collect, analyze, and share data. ProContractor is a comprehensive estimating accounting, and project management solution designed to help small and midsize contractors manage critical financial operations. I use this for purchase orders and subcontracts as well as their compliance. Deselect the checkbox to hide the Change Orders tab on the Manage Estimates screen from the user. In order to deploy the latest ProContract update there will be scheduled downtime for up to an hour: Live environment Thursday 22 October 2020 at 20:00 Enter a password for the user. Email Address: Deselect the checkbox to hide the Catalog tab on the Manage Estimates screen from the user. ProContractor is designed for growing construction companies looking to reduce risk while improving productivity and quality. Displays the user's current permission to the company. The user needs access to the Estimate tab to be able to click ASM and access the Assembly Setup window. Each row in the grid is a contact type. Displays the Service Broker administrator setting of the. One of the significant benefits of Viewpoint is the workflows, because that can help the project manager and design team with regard to sign-off of stage 2, 3 and 4 reports. However, it persists in previous selections. This software is a lot more complex that what we typically use so in that training time is a little more intense to understand. ClearView is being used temporarily for making payments and User Group information while we build out the functionality in the Viewpoint Customer Portal. Upload sets, mark-up and add pins for punch items, RFIs, tasks and more. We switched over from Expedition and were promised the moon. Manage Change Order workflows and approvals in one place. Enter the user's phone number for the user. - The user will receive administrator messages (including failure notices) from Service Broker. Consultants do not follow through during training sometimes. From daily reports to safety and progress photosto time management, SiteMax is packed with functionality and easy to use. - The user group setting will be used to determine whether the Project field defaults to the most recently used project for this user. Select the checkbox to allow the user read-only access to the Summary tab on the Manage Estimates screen. Documents are the core of any construction project. You must grant View access in order to grant Edit access. In order to access a project, the contact type associated with user must have project permissions set to Full Access on the. The platform just brings it all together in one easy package. It works fine overall but I have many tweaks I could suggest. Securely store project documentation and acces from anywhere. Technical support is sometimes unable to solve problems. You must grant View access in order to grant Edit access. Each row in the grid on the Function Permissions tab is a screen in ProContractor and the user's permission for the screen. © 2020 Viewpoint, Inc. All Rights Reserved. Form and report flexibility 5. Suppliers - If you are not currently registered on the ProContract procurement portal, you can complete a simple registration process by clicking the following link - Register free, Migrated from ProContract Version 2? The password is case sensitive and can contain up to 40 characters. Create purchase orders in the field and track real-time job costs. If you have associated the user with a user group, displays the permission to the division based on the user group. Great potential. A user with no access to cost-related fields cannot see any cost-related fields within the Manage Estimates screen. Viewpoint provides a golden tread of information through from design to project completion. Enable permissions as needed when you create a user. We discovered the secret to finding the best contractors, then created a system making them accessible to you. You must grant View access in order to grant Edit access. You can use the demo database to test ProContractor functions and their impact in a safe environment. Select the checkbox to allow the user read/write access to the Estimate tab on the Manage Estimates screen. When logging into ProContractor, you select the type of authentication to perform. Logging In to ProContractor You can log in to ProContractor from the Windows desktop or from the Windows Start menu. - The user cannot change the distribution lines and order lines of a vendor invoice. Deselect the checkbox to prevent the user from making changes to cost-related fields on the Manage Estimates screen. New Password: Enter a password for the user. The settings in this section determine whether the user will receive administrative messages (including failure notices) and activity messages from Service Broker. Each row in the grid on the Company / Division Permissions tab is a company in ProContractor and the user's permission for the company. When logging into ProContractor, you select the type of authentication to perform. The default text is based on the first 40 characters in the user's last name in upper case. You also select a user database. “I would recommend Field View and Viewpoint For Projects particularly because the product is very flexible. 3. Track and manage both general and specific project tasks. For project managers, directors, VPs and owners. The login and password for ClearView and the Viewpoint Customer Portal are separate. By clicking “Accept”, you consent to the use of ALL the cookies. All users are available throughout ProContractor. Effectively manage deficiency items between the field and office. About Us. Expensive for a product that is not fully at its capability. To change the user's permissions for all divisions within a company, select the checkbox in the header of the Select column to select all rows, then click in the Select Permission field and select the new permission. We use cookies on our website to give you the most relevant experience by remembering your preferences and repeat visits. ProContractor is installed with two default user databases. Deselect the checkbox to prevent the user from making changes to the Estimate tab on the Manage Estimates screen. Select the checkbox to allow the user read/write access to the Change Orders tab on the Manage Estimates screen. Viewpoint operates in the United Kingdom through its wholly owned subsidiary Viewpoint Construction Software Ltd. Bring your extended team and supply chain together with one online collaboration platform. All my reporting – daily safety inspections, hazard reports and first-aid records are on SiteMax. I would recommend Field View and Viewpoint For Projects particularly because the product is very flexible. Document daily progress and key milestones with project photos. All tabs are linked based on job and contract number. - The user will receive activity messages from Service Broker. BOOK A DEMO . Call us for a Free FastStart Consultation: (844) 847-3290, General User TermsPrivacy PolicyCommunity GuidelinesGeneral Vendor Terms, Building Information Modeling (BIM) Software, Residential Remodeling Estimating Software, Web Based Construction Management Software. Deployed either on-premise or in the cloud, the solution enables users to manage the entire project lifecycle starting from bidding to project completion. Select the checkbox to allow read/write access to the Takeoff tab on the Manage Estimates screen. Displays the user's current permission to the division. It's totally disconnected...if you do something in one module it doesn't carry over to another; you have to enter the info again. Capable of tracking finances in great detail. Necessary cookies are absolutely essential for the website to function properly. It’s a mobile office for your most trusted personnel. 4. Deselect the checkbox to prevent the user from making changes to the Takeoff tab on the Manage Estimates screen. Deselect the checkbox to deselect all checkboxes on the Estimating Permissions tab, allowing you to grant permissions individually. The password is masked and won't display. The password is masked and won't display. Displays the text used for sorting user names in lookup lists and reports. To define additional databases, contact your Viewpoint Implementation or Customer Support Representative. If you want to assign your own user code, enter a code of up to eight, Enter the code of the user you want to modify and press, Modify the fields as needed. Simply log in or contact an administrator for access. Division Permissions grid - Each row in the grid is a division for the company and the user's permission for the division. If you have already created a contact on the Contact screen for a new user, you can associate that contact with the user.