Managing projects

To create a project

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

To download a project

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:

Select the project.

If the project contains jobs, the jobs are listed in the project details pane.
Tap Download.

The Project settings screen appears. The Connect Files tab shows the name, type, and size of each design file in the project.
In the Connect Files tab, select the files and folders in the Trimble Connect project folder to use in Trimble Access. Tap Accept.
Tap Download to download the data to the controller.

Once the project has downloaded, the software returns to the Projects screen.

In the Connect Files tab:

In the Connect Files tab, 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 in the Connect Files tab.
System files are automatically saved to the System files folder on download to the controller.
If you do not download all of the files you can download them later if needed. Select the project in the Projects screen and then tap and select Connect Files.

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.

To open a project

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 upload a local project to the cloud

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

To upload data to the cloud

Changes to projects are automatically uploaded to the cloud:

If you have enabled automatic synchronization settings in the Cloud settings screen. For more information, see Cloud settings for data sync.
When you change the status of a job that resides in the cloud to In progress or Fieldwork complete. For more information, see Managing jobs.

To upload changes to any cloud jobs for a specific project, for example at the end of each day, tap next to the project name.

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, tap at the top of the Projects screen to open the Cloud settings screen and select the Upload linked files check box. To upload only field data and data exported from jobs, clear the Upload linked files check box. For more information, see Cloud settings for data sync.

To manage project team members

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

To find a project in the list

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 a project

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

To delete or leave a project

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.

To delete a project, or to leave a cloud project, select the project in the list and then tap Delete.
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.
Tap OK.
When the software asks you to confirm you are sure you want to delete the project, tap Yes.

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.