Creating a job

Use Trimble Sync Manager to create jobs that can be downloaded to controllers. When you create jobs you can include data that you have added to the project.

Team members must have Trimble Access 2021.10 or later installed on their controller and have a valid Trimble Access subscription or software maintenance warranty to be able to download data from and upload data to the cloud. Previous versions of the Trimble Access software will not work with data uploaded to the Connect cloud using Trimble Sync Manager.

  1. In Trimble Sync Manager, click the project in the Projects screen to open the Project Overview screen.

    If the project does not yet contain any jobs, then the jobs list in the Project Overview screen is empty.

  2. To create a job, click Create a new job at the top of the Project overview screen. Alternatively:

    • To create a job based on a template you have saved to the project, click the arrow next to the New button and select the New job from <template> option. For more information, see Managing job templates.
    • To create a job based on the last created job, click the arrow next to the New button and select the New job from <job> option.

    The Create a job screen opens. You can edit the job properties as required before you create the job.

  3. Edit the Job name. The default name is today's date.

  4. To save the job to a folder in the project folder, select an existing folder from the Folder location field. Click to move up a folder level. To create a new folder, click and then enter the Folder name and click Create.

     

    • For Trimble Access to be able to use the job, the combined length of the project name and folder names must not exceed 100 characters. The name of the job is not included in the 100-character limit.
    • Subfolders are shown on controllers running Trimble Access version 2020.00 and later only. If the controller is running an earlier version of Trimble Access, the job is downloaded to the <project> folder.

    Folders are downloaded to Trimble Access with the project. To avoid data synchronization issues, Trimble Access users should not move jobs downloaded from Trimble Connect to a different folder.

    To save the job to the root project folder, leave the Folder location field empty.

  5. If required, enter a reference number for the job.

    If you have entered a Reference number in the Project properties screen, the value in the reference number field is used to populate the reference number field in the New job screen. This enables you to easily append additional information to the reference number for each job.

  6. Enter a useful Description or instruction for the person who will work on the job.

    For example: Stake design points in the attached CSV file. In Trimble Access, the content of the Description field is used as an instruction to the field surveyor, and appears in the Job details pane in the Jobs screen.

  7. To assign the job to a team member:

    1. Enter part of their name in the Assign field and then select the team member from the list of names that match.
    2. If you have not yet added the person to the project team, click Invite. Enter their email address and select their role. Click Invite.

    You can add as many people as required. For more information, see Managing team members.

  8. Select the Field software version.

    If field users are using Trimble Access version 2021.10 or 2021.11, you must select the 2021.1x option to ensure that linked project files are downloaded with the job. If the 2021.1x option is not selected, linked files may not download to version 2021.10 or 2021.11 field software.

  9. Make sure the required data files are attached to the job or project. Files already uploaded to the Connect project are shown in the Project files list.

    To add files to the job, click in the Job files box and browse to the location of the data files. Select the file and click Open. Any file added to the Job files list is automatically selected for download to the controller in Trimble Access.

    To add files to the project, in the Project files box select the project folder to upload the file to and then click and browse to the location of the data files. Select the file and click Open. Click the file in the Project files list to add a link attribute so the file is automatically selected for download to the controller in Trimble Access. A green link icon shows that the file is linked to the Trimble Access job.

  10. To define job properties including unit, coordinate system, and Cogo settings, see Job properties.

  11. Click Create.

    The job is created and uploaded to Trimble Connect. Trimble Sync Manager returns to the Project overview screen.