Create a WorksOS Project

Use the Create a WorksOS Project command to create a WorksOS project from within your Trimble Business Center project so you do not have to switch between products. Configure your credentials for one or more accounts so you can quickly launch WorksOS in a browser to view the status of a job.

Note: Trimble WorksManager and Trimble WorksOS apps have account-level roles and project-level permissions that affect the functions you have access to. Current TBC users are not expected to change their Account Role (Account Administrator) or Project Permission (Project Manager). The expanded account roles and project permissions will not change any of the existing functionality for you as a TBC user. The account role and project permission changes are for downgrading or restricting current user access or adding additional users that have restricted access to WorksOS and WorksManager. For specific examples, see the Account Roles and Project Permissions help topics in the WorksOS and WorksManager help. Going forward, if you adopt the Account User role you will not be able to create WorksOS projects from within TBC. If you adopt the Project Viewer role, you will not be able to publish new projects, or edit projects, designs, or data to WorksOS or WorksManager. TBC users who are Project Viewers will, however, be able to adopt WorksManager project data, as well as view WorksOS machine data overlays.

Prerequisites:

  • Licensed module; See the Subscription Plans page. For a license matrix by command, see the License page in the TBC Community. Also see View and manage licensed features.
  • WorksOS credentials
  • WorksOS subscription: You will need a Project Monitoring subscription to publish mass haul data. Alignments, surfaces, and linework can be published using a Landfill or Project Monitoring subscription.
  • Trimble Connected Community credentials
  • Fully-defined coordinate system
  • Internet connection

To access the command:

  • Select Create WorksOS Project in Construction Data > Publish Data.
  • Right-click a mass haul analysis in the Project Explorer and select Create WorksOS Project.

To create a WorksOS project:

  1. If you do not have existing service profiles for WorksOS and Trimble Connected Community, click Options on the Applications ribbon tab. On the Options page navigate to General > External Services. Create a service profile for TCC and WorksOS using your credentials. If you do not want to enter your credentials in a service profile, you will be prompted for them when you create a WorksOS project.
  2. From the Account name dropdown list, select the name of the account that you want to associate with the WorksOS project.
  3. In the Project name box, type the name of the WorksOS project.
  4. In the Start date and End date boxes, enter the start and end date for the WorksOS project. The date format is determined by the date format set in your computer settings.
  5. Make sure you have a fully-defined coordinate system specified for your Trimble Business Center project. This means a latitude and longitude and an easting and northing need to be defined at the projection origin. This coordinate system will be used in the WorksOS project.
  6. Click in the Boundary box. In the Plan View select the boundary that surrounds the project site. A boundary can be any closed shape formed by a polygon, closed polyline, boundary, rectangle or circle. Make sure the boundary does not intersect itself. Simplify the boundary if it has more than fifty points.
  7. Click Apply.
  8. If you have not already created profiles for Trimble Connected Community and WorksOS, you will be prompted for credentials.

    A Create WorksOS Project dialog displays. A message appears notifying you the WorksOS project has been successfully created.

  9. Launch WorksOS from the Application ribbon tab or from your web browser.

    Note: If you were logged into WorksOS at the time the project was created, open the Project Management dialog in WorksOS and click Refresh. The project list will be updated and the new project will appear.

Scenarios:

  • WorksOSdoes not allow a spatial or temporal overlap between two projects. If you have created a project within the same geographical area as an existing WorksOS project, then the start and end date given to the new project must not overlap with the previous project.

Related topics

Publish to WorksOS