Managing projects

The Projects screen appears each time you start the Trimble Access software. To view the Projects screen at any time, tap and select Project.

The Projects screen lists the projects in the Projects folder on the controller.

Tap a project to select it. The project details panel shows the names of jobs in the project, including jobs in any folders in the project.

To view the project details in portrait mode, tap and select Details.

If you are signed in using your Trimble ID, projects that are shared with you but are not yet downloaded from Trimble Connect are shown in gray text.

To download projects that reside in the Trimble Connect cloud collaboration platform or to upload changes to jobs in those projects, you must be signed in using your Trimble ID. The Sign in icon in the title bar is grayed out if you are not signed in. Tap the Sign in icon to sign in.

To download a project from the cloud:

  1. Select the project. Projects that have not yet been downloaded to the controller are colored gray in the Projects list.

  2. Tap Download.

  3. If this is the first time you are downloading the project to the controller, the Sync settings screen appears, showing the tab. Select the files and folders in the Trimble Connect project folder to use in Trimble Access. Tap Accept.

    You can change your selection in this tab later, if required. To open the Sync settings screen at any time, select the project in the Projects screen and then tap and select Sync settings.

     

    • The Trimble Sync Manager icon appears next to files uploaded to Trimble Connect using Trimble Sync Manager. These files are already selected and cannot be deselected.

    • For Trimble Access Pipelines projects, the Tally folder and files are not shown.

    • System files are automatically moved from the project folder to the System files folder on download to the controller.

  4. The Download screen shows the name, type, and size of each file in the project that will be downloaded. The first time you download a project using this screen, Trimble recommends you download all of the listed files. To manage the download of individual files or to deal with file conflicts, see Synchronizing data with the cloud.
  5. Tap Download to download the data to the controller.

If a cloud project is mysteriously duplicated on the controller (where the new project has a number appended to the project name), then the original project on the controller may have lost the ProjectInformation.xml file which creates the connection between the field and cloud projects. If this occurs we recommend you shut down Trimble Access, use File Explorer to rename the two projects on the controller, and then start Trimble Access and download the cloud project again. Use File Explorer again to copy any files from the renamed projects into the project just downloaded.

Tap a project to select it and tap Open.

When you open a project, the Jobs screen appears. See Managing jobs.

If a downloaded project shows a locked icon , it indicates you do not have access to the project. For more information, see Project and job sync status in Synchronizing data with the cloud.

To create a new local project, tap New. See To create a local project.

To upload a local project to the cloud, see To upload a local project to the cloud.

When you change the status of a job that resides in the cloud to In progress or Fieldwork complete, changes to the job are automatically uploaded to the cloud.

To upload changes to all cloud jobs in the project, for example at the end of each day, tap next to the project name or select the project in the Projects screen and then tap and select Upload. The Upload screen shows the name, type, and size of each file in the project that will be uploaded. Tap Upload to upload the data to the cloud.

To manage the upload of individual files or to deal with file conflicts, see Synchronizing data with the cloud.

To include project files linked to jobs when uploading data, select the project and then tap and select Sync settings. Select the tab and select the Upload linked project files as well as field data and exports check box. To upload only field data and data exported from the jobs, clear the check box.

For more information, see Synchronizing data with the cloud.

To manage who is assigned to a cloud project, select the project in the Projects screen and then tap and select the tab. For more information, see Managing team members.

To search for part of the project name, enter the text to search for in the Filter project field. Project names that contain the entered letters are listed.

To show only projects on the controller, tap and select Controller.

To show only projects in the cloud, tap and select Cloud.

To refresh the list of projects, tap .

The projects screen checks for changes when you first open it but it does not refresh automatically. Tap to see new projects, for example projects recently shared with you in Trimble Connect or if you have used File Explorer to create a new folder in the Projects folder.

To edit the project properties, tap Properties. Make your changes and tap Accept.

You can delete local projects at any time. If a project resides in the cloud, you can choose to leave the project or delete it.

  1. To delete a project, or to leave a cloud project, select the project in the list and then tap and select Delete.

  2. In the confirmation message that appears, select:

    • Delete from controller to remove the project from the controller but stay assigned to the project.

      The project remains in the projects list and is grayed out until you choose to download it again.

    • Delete from controller and leave cloud project to leave the project in the cloud and delete the project from the controller.

      To be able to download the project again you would need to be reassigned to it.

    • Delete from controller and the cloud to remove the project from the controller and the cloud.

      This option is only available if you are the only administrator for the project.

    If the project resides in the cloud and you are not an administrator, you are not prompted to select an option. The message confirms that you will leave the project.

  3. Tap OK.

You can leave a cloud project that you have not yet downloaded to the controller. You cannot delete projects that you have not yet downloaded because there is no data on the controller to delete.