Assign and Configure a WorksManager Project for Earthworks

After you create a project in WorksManager, use the WorksManager Project command to add project-level files (site calibration, control points, avoidance zones, and feature code library) to the project, and then assign it to your WorksManager account. When you create a WorksManager project, it is stored in your data synchronization area and appears in the Project Explorer.

This project is a container to which you will later add design data to be sent to Earthworks as a VCL file via WorksManager.

Note: Each project can contain only one WorksManager project.
Note: If you have a previously existing job site in your TBC, project, you can add a WorksManager project too. Both types can exist in a project simultaneously as long as they have the same name.

Review and edit your project data so it can be used on controllers at the site. Prior to editing the project data, make sure that you have imported any point and CAD data that you want to make available to construction crews on site so you can add additional points and objects to the site data as needed. If you want to include a site calibration in your site data perform the calibration in your project or import a .dc calibration file.

Note: As you specify control points and and avoidance zones for a WorksManager project, selection sets are created for each. These sets can be used in view filters to control what you see in graphic views.

Prerequisites:

If online:
- Trimble Identity (TID) credentials (user name and password); create it here.
- A WorksManager account; contact your SITECH dealer for details.
- A WorksManager account that has been configured in External Services; If you are already logged in, your credentials will be automatically entered. If you are not logged in, the program will try to locate and use a WorksManager profile and either prompt you to log in or set up your account.
- For existing WorksManager projects, access to them (granted by the people who created them)
- A WorksManager project created in Open WorksManager and Create a Project
- In TBC, you are signed in to WorksManager using your TID
For either on- or offline:
- 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.
- Imported, prepared, and cleaned data and/or data created in TBC needed for Earthworks done in Import and Prepare Data for a Earthworks Project
- Data synchronization area specified in Options

To access the command:

Select WorksManager Project in Construction Data > WorksManager.
Right-click a WorksManager project in the Project Explorer and select WorksManager Project from the context menu.

To assign a WorksManager project and add site data:

In the Assign WorksManager Project dialog, select your Account and choose the WorksManager Project you want to add project-level data for, or select <New Offline> to create a project if you have no Internet connection. Then click OK.
Note: If you already have a WorksManager project defined, this dialog is skipped.
Note: If you have not previously assigned a project and you are working offline, you must enter a project name to use.
Note: If your TBC project includes an existing job site (created using the old field data workflow), your new WorksManager project’s name must be the same as the existing job site’s name.
Note: The project assigned here cannot be modified once it is created. If you need to use a different WorksManager project in your current TBC project, you must delete the existing WorksManager project by selecting it in the Project Explorer and clicking the Delete icon on the Quick Access toolbar. Then launch this command again.
In the WorksManager Project pane, confirm your WorksManager User name also. Notice that all of the project data needs to be resolved so that TBC and WorksManager are in sync.
Note: Any files you added to your WorksManager project do not initially appear in this command. Instead, you must click the Resolve button for each data type to synchronize what is in the WorksManager project with what is in TBC. You will be prompted to choose one of these options:
Publish - Push the TBC data to the data sync area, thereby overwriting the WorksManager files.
Adopt - Pull the WorksManager data into TBC from the data syc area, thereby overwriting it in your TBC project.
Import - Pull the WorksManager data into TBC from the data syc area alongside your existing data (without overwriting it in your TBC project) so you compare them and choose the correct one.
Your Project boundary should already have been specified in WorksManager, but you can also pick a new boundary in the Plan View if needed. Either way, click Resolve to sync your data. If you import the boundary from WorksManager, it appears in TBC.
Note: If not drawn in WorksManager, the boundary you pick must be an object created using the Create Boundary command in TBC.
Note: Icons on the pane’s toolbar give you quick access to the WorksManager and Create Boundary commands.
Choose an option in the Resolve Boundary dialog. For more information, see Resolve Data Conflicts Between TBC and WorksManager .
If you are syncing TBC and WorksManager data for the first time, click Resolve in the Site Calibration group. Otherwise, confirm the currently associated Site Calibration (.dc or .cal) file.
This group shows the version and last update (date and time) that the site calibration in your project (either an imported site calibration file (.dc) or a site calibration that was performed in the software) was sent to the data synchronization area. This file establishes the relationship between global coordinate positions (latitude, longitude and ellipsoid height) determined by GPS observations and local known coordinates defined by a map projection and elevations above mean sea level. The parameters are used to generate local grid coordinates from global coordinates (and vice-versa) in real-time in the field when using RTK surveying methods.
- Resolve - If there are conflicts, click this to display the conflict resolution dialog.
  Note: Because site calibrations may originate in the field (using SCS/Siteworks) and are then imported into this software, you can publish from TBC to WorksManager without specifying a coordinate system/calibration. Nevertheless, you are prompted to resolve the conflict if you have not included a calibration, but it is just a warning you can bypass if you know that the field crews have established one.
  Note: If you do not export a site calibration, but instead rely on using one from the field, you are not warned in TBC if you do not subsequently import that field calibration. After the site calibration is created in the field, and stored in WorksManager, you should import that field calibration back into TBC.
  Note: If you have file overwrite protection enabled for site calibrations, you will not be able to resolve a site calibration conflict.
  Note: Currently, there is no conflict resolution if your geoid is different than the one added in WorksManager. They can be out-of-sync.
Review the Units for the project. These will either come from a site.xml file attached in WorksManager or from your TBC unit settings. To change the units in TBC, click the units label on the Status Bar at the bottom of the program.
- Resolve - If your TBC and WorksManager units are not ‘in sync’, the Resolve button will become enabled with red text. Click it to resolve the conflict.
Click +/- to display the Add/Remove Control Points dialog, in which you can change the control points included in the site data. Control points are permanently marked locations to be used as reference points for survey or mapping work. The coordinates of a control point are determined with a high degree of accuracy using terrestrial and/or satellite surveying techniques.
1. Select points with a quality of Control and click Add.
- Select - Click this to select/highlight the control points currently included in the data.
- Resolve - If there is a conflict with the control points, click this to display the conflict resolution dialog.
  Note: Your control points depend on your units, so you must resolve a units conflict before resolving a control points conflict.
  Note: If you have file overwrite protection enabled for control points, you will not be able to resolve a control point conflict.
Click +/- to display the Add/Remove Avoidance Zones dialog, in which you can change the avoidance zones included in the site data.
- Select - Click this to select/highlight the avoidance zones currently included in the site data.
- Resolve - If there is a conflict with the avoidance zones, click this to display the conflict resolution dialog.
  Note: WorksManager also allows you to add files with these data types:
  - Site configuration (site.xml)
  - GCS900 calibration (.cfg)
  - Feature code library (.fxl)
  - Geoid (.ggf)
  In TBC, the geoid covered by the coordinate system you are working in.

To delete a WorksManager project from your TBC project:

Selecting the project in the Project Explorer and click the Delete icon on the Quick Access toolbar (or select it and press [Control]+[D]). The WorksManager project is removed from your project and disappears from the Project Explorer.
Note: IIf you delete a WorksManager project in TBC software, it is removed from your TBC project, but not from the data synchronization area. If you delete a WorksManager project from the data synchronization area using Windows® Explorer, it remains in TBC.

To edit site data for a WorksManager project:

Right-click the project in the Project Explorer, and select WorksManager Project.
If you have imported or performed a new site calibration in your project, it is automatically added to the site data, as indicated by the Last update file date in the Site Calibration group.
To change any other objects that are included in the site data, use the buttons in any data group. As you make changes, the site data is saved to the data synchronization area.
Note: Changing a project's data can cause it to become unsynchronized with the data synchronization area, creating conflicts. A desynchronized site is indicated by the icon in the Project Explorer. To resolve conflicts after you edit a site, click each Resolve button that is available.