To edit project properties

To manage project files, job templates or team members, edit the project properties. Alternatively, you can manage project files and add team members when you create a job.

Only administrators can edit project properties. For users who are not administrators the project properties are not shown.

To edit the project properties:

  1. In the Projects screen, click the project to open it.
  2. In the Project overview screen, click Properties next to the project name.
  3. Select each tab and make the required changes.
  4. Click Project overview at the top of the Project properties screen to return to the Project overview screen.

To help identify the project, select the Details tab and edit:

  • The project description.
  • Customer reference information, such as the contact name, address, or reference number.
  • The project location. To set this, pan and zoom the map.

The value in the reference number field is used to populate the reference number field in the Create a job screen, enabling you to easily append additional information to the reference number for each job.

In Trimble Access the description, customer reference, and location information appears with the project name in the Projects screen.

Job files (including .job, .jot, or .jxl files) added to the Template tab in the Project properties screen are converted to .jxl files and attributed so that on download in Trimble Access they are converted to .jot files and stored in the System Files folder. You can also add templates by saving a job as a template in the Project overview screen.

For more information, see Managing job templates.

The Reference tab in the Project properties screen displays a modified view of files that are published to the Connect cloud project.

For any project, use the Reference tab to select files in the Trimble Connect cloud project that will be automatically selected for download to the controller with the project.

Trimble recommends selecting files for download to make sure required files are downloaded to the controller, regardless of the version of Trimble Access being used. For more information, see Linking project files for download to the controller.

To generate reports when reviewing jobs in the project, use the Reporting tab in the Project properties screen to add the XSL stylesheet files that define what to include in each report type.

You can add your own stylesheets, or you can download standard stylesheets from the Trimble Access Downloads page and then customize them if required and add them.

To download and add stylesheets:

  1. In the Project properties screen, select the Reporting tab.
  2. To add a standard stylesheet:
    1. Locate the report format type by expanding the appropriate category at the bottom of the screen and select the zip file.
    2. In the Stylesheet download folder dialog, navigate to the location where you want to store the zip file and click Select folder. The zip file is downloaded from the Trimble Access Downloads page.
    3. In File Explorer, unzip the downloaded zip file. The zip file contains the report file (usually an XSL file) and a JPG showing an example report.
    4. If required, customize the XLS file using a text editor.
  3. Use File Explorer to drag the XSL file from a network location and drop it into the Reporting tab in Trimble Sync Manager, or click Add to browse to the folder and select the file.

For more information on generating reports for the job, see Reviewing jobs.

The Team tab in the Project properties screen shows the people assigned to the project and their administration rights.

Team members are automatically added to the project when you assign jobs to them.

To invite multiple users at once, create a .csv file that specifies the email address, group, and role for each user. For Trimble Sync Manager, the group is typically left blank, so the .csv file format will be: email, , role.

For more information, see Managing team members.

To schedule automated download of project files from the cloud to a folder on your computer or network, use the Download tab in the Project properties screen.

You can schedule periodic downloads at regular intervals during the day, daily downloads, or you can just manually download files as required.

For more information, see Project download settings.