Managing jobs

The Jobs screen appears each time you open a project or create a local project. To view the Jobs screen at any time, tap and select Job.

The Jobs screen lists the jobs and folders in the current folder. If there are no jobs in the project, you can create one in Trimble Access.

Tap a job to select it. The job details panel shows information about the job, including description, status, and linked files.

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

If you are signed in using your Trimble ID, jobs and folders that contain jobs that are assigned to you but are not yet downloaded from Trimble Connect are shown in gray text.

To download or upload jobs and job data, 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.

This version of Trimble Access can open jobs from version 2017.00 and later when running on a Windows device, and version 2019.00 and later when running on an Android device. When you open the job from the Jobs screen, Trimble Access automatically converts the job to the current version of the software. For more information on loading jobs onto the controller, see File transfer.

To download a job from the cloud:

  1. If the project contains folders, tap a folder to view the jobs in the folder. Double-tap a folder to open it.

    Tap to move up a folder level. To view the folder structure, tap the folder path field above the job list.

  2. Select the job and tap Download. Jobs and folders that have not yet been downloaded to the controller are colored gray in the Jobs list.

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

  3. Tap Download to download the data to the controller.

Tap a job to select it then tap Open.

If the job you are opening has no defined project height, the Project height screen appears. Key in the project height, or tap Here to define the height using the current GNSS position. If there is no position available, the Here button is disabled.

When the job opens, the map appears. If no data appears in the map, or you cannot see the data you expect to see, tap in the map toolbar to open the Layer manager. See Layer manager.

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

To refresh the list of jobs, tap .

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

Jobs shown in the Jobs screen are automatically filtered so that by default only jobs in the cloud that are assigned to you (Cloud: Assigned to me) or were created by you (Cloud: Created by me), and any local jobs (Controller) are shown.

If you cannot see a job, or if you can only download the job as a read-only job, then the job is probably not assigned to you. In that case, ask the project administrator to assign the job to you. Do not attempt to create an editable copy of the job on the controller, for example by copying the job from a USB drive or by downloading it from an email. Creating a copy of the job can cause unintended problems when you attempt to upload the data to the cloud, such as duplicate jobs or lost data.

To hide completed jobs from the Jobs screen, tap above the job list and select Status: Completed so that there is no check mark next to it. The next time you change the status of a job to Complete, it will also disappear from the jobs list.

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

To change the status of a job, tap the job to select it and in the details panel, select the new Status from the list. The status of a job can be New, In progress or Fieldwork complete.

To edit the job properties, tap Properties. Make your changes and tap Accept. See Job properties.

To delete a job and all associated data files from the controller, tap and select Delete. Tap Yes to confirm.

Files in the project folder are not affected when you delete a job. If the job resides in Trimble Connect, the job is only removed from the controller. Nothing is removed from Trimble Connect. You cannot delete jobs that you have not yet downloaded.

To assign a job to someone, the job must reside in the cloud and the person you are assigning it to must be a member of the project. See To manage project team members.

To assign the job, open the job and then in the job details pane, tap . In the Assignees list, select the team member or members to assign to the job and then tap Accept. Upload your changes to the job to the cloud.

You can also unassign someone from the job using the same workflow.

When you change the status of a job to In progress or Fieldwork complete, changes to the job are automatically uploaded to the cloud, including new jobs you have created locally on the controller for projects that reside in Trimble Connect.

To upload changes to a job at any time, select the job in the Jobs screen and then tap and select Upload. The Upload screen shows the name, type, and size of each file in the job 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 upload changes to all jobs in the project, for example at the end of each day, select the project in the Projects screen and then tap and select Upload.

If there are no Upload or Download options in the Details menu, the job resides in a local project and data cannot be uploaded to the cloud.

Projects created directly in Trimble Connect rather than using Trimble Access or Trimble Sync Manager must be opened in Trimble Access by a user with an Administrator role before new jobs can be uploaded to the cloud by team members who have a User role.