Creating a project in Trimble Connect

When you first sign in to Trimble Connect you will arrive at the Projects page. Projects act as a container for all the data and files you bring in to Trimble Connect. You can also invite other users to collaborate on your Trimble Connect projects. While there is no limit on the number of Trimble Connect projects you can create, for most TerraFlex users Trimble recommends setting up one Trimble Connect project for your company or organization and conducting all your TerraFlex work within that project.

To create a new project in Trimble Connect:

  1. Once you have signed in to Trimble Connect, click New at the top right of the screen.
  2. Enter the Name for the project and upload a project thumbnail image if required.
  3. Select the Project server location for the project.

    The Project server location setting controls where the data you bring in to your Trimble Connect project will be stored. Trimble recommends choosing the location closest to you for best performance.

  4. To enter optional details about the project including a description and start and end dates, click More options.

  5. To create the project, click Submit.

  6. The project opens and shows the Data Explorer page.

    If you can't see your project listed after it has been created, make sure you have selected the correct Project Server Location.

  1. To view the project Settings menu:

    • From the Trimble Connect Data Explorer page select Settings.

    • From the Trimble Connect Map Viewer click and select Settings.

  2. To select the units used to display PPA values if Offline GNSS corrections are enabled in the map workspace:

    1. Click Units.

    2. In the Length field, select the units to use and then select the Display precision.

    3. Click Save changes at the top right of the screen.

  3. To choose the types of activity for which you will receive email notifications, select Notifications.

  4. To change project user permissions, select User Permissions.

There are some scenarios in which it might make sense for a TerraFlex user to use multiple Trimble Connect projects.

If your organization uses a third party or contractors to do data collection work using TerraFlex and you want to maintain strict controls on data sharing, Trimble recommends setting up one Trimble Connect project for your internal users, and another for your external users. This setup will provide the strongest controls on data access and sharing. Form templates can be shared between Trimble Connect projects using Workspace Definition files.