Create a Field Data Assignment in Trimble Connect

Use the Create Field Data Assignment command to generate and set up job files using project data directly from within TBC. This feature streamlines the office-to-field workflow by enabling the configuration of project settings and the linking of essential data before the job reaches the field device, ultimately preparing fieldwork before operators arrive on site.

Note: A JXL is not actually generated. Linked files are attached as reference files to the job (if needed) and coordinate reference system (CRS) info is provided via the Connect Project.

A field data assignment in Trimble Connect is a 'container task'' that helps you/the assignee link, visualize, and manage survey data (jobs, points, stakeout reports) from/for Trimble Access directly within the Trimble Connect platform. It enables real-time collaboration by transferring field-captured data to the office, allowing you to view, sort, and manage survey jobs, CAD, and CSV files directly. A job in Trimble Access is similar to a work order in Trimble Siteworks.

A field data assignment in Trimble Access refers to the same workflow that lets you manage and synchronize survey job data (points, stakeout data, designs) between the field controller and Trimble Connect. The steps include assigning tasks to users, applying tags to jobs for organization, and automatically uploading field data for real-time visibility.

Prerequisites:

• License; 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.
• A Trimble Connect account with a Trimble ID login. Visit connect.trimble.com to create a free or upgraded account.

Ways to access:

• Select Connected Workspace in Home > Data Exchange. In the Connected Workspace dialog, select Field Data > Create.
• Select Create Field Data Assignment in Home > Data Exchange.

To create a field data assignment for Trimble Access:

1. Select the Trimble Connect project you want to create an assignment for and exchange data with in the Project list.
2. In the Assignment Details section, Name the assignment with a unique identifier to help the assignee field it in the field.
3. To help distinguish between assignments, enter clarifying text in the Description box.
4. Select an Assignee from the list of field staff with access to the Trimble Connect project This person who will be responsible for managing the job data and completing the related tasks.
5. If you have created tags in Trimble Connect, you can select them in the Tags list. Tags in Trimble Connect are metadata keywords or phrases used to label, categorize, and quickly find project data, including folders, files, ToDos, Topics, and Views. They are shared across the project, allowing teams to standardize, filter, and organize content efficiently. See Tags and Manage Tags in the Trimble Connect help for details.
6. From the Select objects to Remote Save to Trimble Connect box, pick data in a graphic view or the Project Explorer. These data types can be included in the resulting XML file:
   • Points
   • Linework
   • Surfaces
   • Text
   • Corridor surfaces (along with the associated corridor alignment)
   • Tunnel designs(along with the associated tunnel alignment)
7. Click Remote Save. The Connected Workspace dialog opens.
8. To keep your selected data in a separate folder in Trimble Connect, click Create Folder, enter a folder name, and click Create.
9. Name your file for export in the File Name box.
10. Click Save to create linked files in the specified project and folder or Save > Project File, which adds a tag in Trimble Connect for the file to be used across multiple/all jobs. See Save a File Remotely for details. TBC generates one or more field-ready XML files and transfers them to Trimble Connect. You can see the results in the Linked Files group.
11. Click Create to finish creating the field data assignment.

    Note:A message saying: "Project data is selected. Would you like to save to Trimble Connect before...?" means that if you selected data for the job/assignment and saved remotely first, the data is cleared so you can simply generate the job.

To share data with Trimble Access using Sync Manager:

Note: This is a deprecated (non-recommended) alternate workflow. You can still use Trimble Sync Manager to share data with Trimble Access, but the process for creating a field data assignment above is the preferred workflow.

Trimble Sync Manager is a desktop-based application that enables a seamless data synchronization workflow between TBC and Trimble Access via Trimble Connect. You can complete data prep in TBC for field work, such as staking or topo captured in Trimble Access; sync the necessary geometry, points, and project settings to Trimble Sync Manager; and send the data to Trimble Access. Once the field work is complete, users can sync back to Trimble Sync Manager and send the data back into TBC for data reduction, processing, reporting, and the creation of deliverables.

1. If you have not installed it, visit this page to download and install Trimble Sync Manager.
2. Back in the TBC Command Pane, enter opentrimblesyncmanager in the Command box.

   If you have a Trimble Connect account and you are already signed in with your Trimble ID, Trimble Sync Managerdisplays immediately. Otherwise, you will be prompted to log in with your Trimble ID. If you do not have a Trimble Connect account, visit connect.trimble.com to create one.

   For further instructions on using Trimble Sync Manager, click the Help icon in the upper-right corner of the application or visit help.fieldsystems.trimble.com/trimble-sync-manager.

   Note: If multiple instances of TBC are running, the "send" will fail. Ensure only a single instance of TBC is running and try again.

Related topics

Trimble Sync Manager

Share Projects and Data Using Connected Workspace