Creating a project

If your project does not already exist in Trimble Connect, you can create the project using the Trimble Sync Manager desktop application or using Trimble Access software version 2020.20 and later.

Projects created directly in Trimble Connect must be opened in Trimble Sync Manager or 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. When you create the project in Trimble Sync Manager or Trimble Access, the project automatically supports job files.

You can create a project and upload it to the cloud using the Trimble Sync Manager desktop application or using Trimble Access software version 2020.20 and later.

To create a project using Trimble Sync Manager:

  1. In the Projects screen, click New.

  2. Enter the Project name.

  3. In the Region field, select the region closest to where the project team is based.

    The region you select determines the location of the Trimble Connect file server where the project will reside. Choosing the file server for the region closest to the project team gives better performance when downloading or uploading data.

  4. In the License field, select the Trimble Connect license to use.

    The available license types depend on what you are entitled to. When creating a project for use in Trimble Access, you will usually select the license that matches the name of your organization.

    If a license matching your organization name is not shown, make sure a Connect Business subscription has been assigned to you in the Trimble License Manager web app. For more information, see Upgrading to a Trimble Connect Business subscription license.

    For demonstration or trial purposes you can select the Trimble Connect for Free license, but you can only use that license type for one project.

  5. Click Create.

    The project is created and uploaded to the cloud. Trimble Sync Manager shows the Project overview screen.

  6. To manage project files, job templates or team members, click Properties next to the project name. Alternatively, you can add team members when you create a job.
  7. Add jobs to the project. See Creating a job.