Open Vista PM Forms

Viewpoint Team™ provides the ability to access Vista PM forms for your project directly from your project page in Team.

Review the following prerequisites for opening Vista PM forms from your project page in Team:
  • Your Team enterprise must be linked to Vista.
  • The Vista client must be installed on the same system that is running Team. In addition, you must be logged in with your Vista account.
    Note: Accessing Vista PM forms will take up a Vista user license and Vista user permissions will apply.
  • This feature is disabled by default. The Enterprise Admin must first enable the ability to access Vista PM forms. For details see Enable and Configure Vista PM Forms.
  • Once the feature is enabled, only a Project Editor can access the Vista PM forms menu for a project.
Important: The Vista PM forms feature is not supported for Viewpoint Enterprise Cloud (VEC) users at this time.
Open Vista PM forms as follows:
  1. From the home page, under Projects, click on the name of the project you want to open.
    Alternatively, click in the upper left-hand corner, click Projects, and then click the name of the project you want to open.
    The Dashboard for the project appears.
  2. Click the Vista PM menu, and then select the Vista PM form you wish to view.
The Vista PM form opens in Vista.
Note: Depending on your browser, a confirmation message may appear before Vista is launched.

If the Vista PM forms menu is not visible or if the form does not open, double-check that you have completed the prerequisites listed above.