Trimble Connect

This is a preview feature that's only available to selected users.

Trimble Connect is a cloud-based file management system that is easily accessible across all major platforms.

With its seamless integration with ProjectSight:

  • Your team stays connected by allowing all stakeholders to access, share, review, and comment on the latest versions of project files.
  • Stakeholders can access project files directly from either Trimble Connect or other connected Trimble applications, without requiring access to ProjectSight.

You can replace the File Library with Trimble Connect to manage your project documents. When you upload, view, and link files in ProjectSight, they're uploaded to, viewed in, and linked from Trimble Connect.

To replace the File Library with Trimble Connect in your existing projects, contact Support.

The File Library feature permission has been removed because folder permissions are handled in Trimble Connect.

  1. On the navigation toolbar, click menu (Navigation).

    2. —Or—

    Open the project home page.

  2. Click Trimble Connect.

The Explorer page is opened in Trimble Connect.

Trimble Connect Explorer
  1. Click menu (Navigation) > Project Settings.
  2. On the General tab, from the Parent Folder for Quick Upload list, select a folder.

    3. Files that are uploaded and linked to records are saved here.

    • Previously uploaded files remain in the old quick upload folder unless you move them to the new one.
    • When you open Trimble Connect to manage your documents, the Trimble Connect root folder is opened.
  1. Click menu (Navigation) > Project Settings > General tab.
  1. Click menu (Navigation) > Project Settings > General tab.

Trimble Connect groups can be used to set permissions for files and folders. When you add users to a ProjectSight project, they are added automatically to the linked Trimble Connect project in the user group with the same name as their ProjectSight security role.

  • If you change the security role of a non-portfolio-administrator user for a specific project, the user is moved to the group with the same name only in the linked Trimble Connect project.
  • If you change the default security role for a user in the portfolio settings, the user is moved to the group with the same name in each linked Trimble Connect project.

When you add or update a security role in ProjectSight, the user group may also be updated in Trimble Connect. However, changes to the user groups in Trimble Connect do not affect the security roles in ProjectSight.

Security roles in ProjectSight User groups in Trimble Connect Result
Old name exists New name exists
A security role is created. clear clear A user group with the same name is created.
A security role is renamed. check clear The user group is renamed to match the security role.
A security role is renamed. check check You must confirm if you want to rename the security role.
If you proceed with the change, users from the renamed security role are added to the user group with the new name.
A security role is renamed. clear clear A user group with the same name as the renamed security role is created.
A security role is renamed. clear check No user groups are changed.
A security role is deleted. -- -- The user group with the same name is not deleted.

You can manage files and folders in Trimble Connect.

Files can be deleted from Trimble Connect even if they're linked to a record or drawing.

  1. On the Trimble Connect toolbar, click search (Search).
  2. Enter the search terms, and then click Return.
  3. To return to the full list of files, click arrow_back (Back) on the toolbar.
  1. On the Explorer page, select the check box for the file.
  2. On the file toolbar, tap info (Information).

    3. The file properties are displayed in the right-side panel.

  1. On the toolbar of the Explorer page, click Add > Create Folder.
  2. Enter a name, and then click Submit.

    3. To see the Folder Tree, click Folder Tree button on the menu.

    Trimble Connect Explorer
  1. On the Explorer page, open the folder that the file will be uploaded to.
  2. On the toolbar, click Add > Upload files.
  3. Click Browse, and select the file.
  1. On the Explorer page, select the check box for the file.
  2. On the file toolbar, click Download button (Download).
  1. On the Explorer page, select the check box for the file or folder.
  2. On the file toolbar, click drive_file_move (Move to).
  3. Select the folder, and then click Move here.
  1. On the Explorer page, select the check box for the file or folder.
  2. On the file toolbar, click delete (Delete).
  3. Click Submit.

You can set folder permissions for the entire project team and / or for specific groups or users. The selected permissions apply to each file in the folder.

Trimble Connect administrators have access to every folder regardless of the folder permissions.

  1. On the Explorer page, click the folder.
  2. On the toolbar, click Permissions button (Permissions).
  3. In the Folder Permissions dialog:
    1. From the Default access for project members list, select the default permission for project team members.
    2. To grant access to specific users or groups, type the name in the field, select the name, and then select the permission.
    3. Select whether the permission applies only to this folder or to this folder and all of its subfolders.
  4. Click Save

For help with Trimble Connect, see: