Author: Eric Vasbinder
During the process of a cloud transformation, these are the things that our transformation scripts may currently miss:
Workcenters Missing from Main Page: Some workcenters may no longer be show in the user's pages
They still exist - they will just need to be re-added / re-loaded to the user's main workcenter screen
Certain Grid customizations: Such as grid layouts, columns showing, column order, etc. may be lost
You will need to re-create these
User "Favorite" Program and Report Groups: Favorite programs or groups may be missing,
You will need to re-create these.
User Custom Shortcuts: These custom items may be missing after moving from on-premise to the cloud, or from one database server to another.
You will ned to re-create these.
Payroll Group Membership: user membership in various payroll groups may rarely be missing after final go-live start
Users will need to be manually added back into the appropriate payroll groups
HQ Reviewers Membership: user membership in HQ Reviewers may also be empty or missing members after final go-live start
Users will need to be manually added by into the HQ Reviewers group, or exports from the on-premise database and manually imported in, taking care to match their old usernames with the new usernames they have after being renamed and activated for SSO. E.g. username COMPANYadDOMAIN\username becomes UserEmail@domain.com_EnterpriseID. That latter username needs to be added to HQ Reviewers.
This is most likely to occur when user accounts are switched from classic logins to Trimble ID SSO, due to the fact that the user accounts themselves are either renamed or re-created during the SSO user set up process. Please check for this after any move to Trimble ID SSO or any move from one server to another.
In addition, please note that due to the design of the Vista application, Vista needs to be fully reinstalled during the go-live process. As such, the trust relationship between Vista and other tools will be broken during the standard go-live process. Given this, our team avoids setting up multiple tools during pre-go-live testing, which means they are only available for review and testing about 1-2 weeks after go-live of Vista and Vista Web (HFF/Keystyle). Again, you will NOT be able to test the following items prior to the go-live of Vista itself. The only exception is for customers that make use of elements of our Enterprise Solutions Bundle (ESB), which is available for an additional cost and provides test environments equivalent to production as well as additional Team Enterprises for pre-go-live testing.
These items include:
Team Project Management
Automated Invoicing
Viewpoint Analytics
Paginated Reports (SSRS in Viewpoint Analytics)
Web-based Crystal Reports (Crystal in Viewpoint Analytics)
The following information is highly dependent on individual user behavior and should be discussed with the Viewpoint team.
With VRL as the access method, some processes can experience slower performance, especially around heavy keyboard data entry (i.e., 10-key experts). This is simply due to the physical distance between the user (client side) and database (cloud data center) and the latency of data communication.
For payroll (PR) time entry directly into Vista, we have observed “10-key experts'' can encounter sub-second delays which are still noticeable. Instead, we recommend one of the following changes:
Strongly recommend our customers use Viewpoint Field Management (formerly Keystyle). This relies on web-browser or native mobile application interfaces for individual employees or supervisors to enter time.
Use an alternative data entry approach, such as Excel or CSV file import.
Use RDP access method for Vista cloud for payroll data entry. Typically the data entry is more responsive, but should be validated.
For accounts payable (AP) transaction entry, we have observed “10-key experts'' can encounter sub-second delays which are still noticeable. Instead, we recommend one of the following changes:
Strongly recommend our customers use Viewpoint Financial Controls (formerly Keystyle). This relies on web-browser or native mobile application interfaces for AP personnel to enter invoices. The caveat here is that Financial Controls only currently handles individual files whereas Vista can employ page splitting technology to separate out documents from a larger document.
Use an alternative data entry approach, such as Excel or CSV file import.
Use RDP access method for Vista cloud for AP data entry. Typically the data entry is more responsive, but should be validated. Note that TSScan will be needed to scan invoices.
changelog
Monday, 30 March 2026 at 11:18AM:
Added additional content