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Project Creation and Management

Follow these instructions to successfully create, configure, and manage your projects within the WorksManager platform.

Create a Project

  1. Log in to WorksManager with your Trimble Identity (TID) credentials.
  2. Review the existing projects to make sure you need to create a new one. In the upper right corner, click + Create.
  3. Select your account in the list. Then enter a unique Project Name, and click NEXT.
  4. Click NEXT and select your Project Type:
    • 3D Enabled: This a project that is intended to have machine productivity (.tag file) data processed into it. 3D-enabled type projects are used primarily in WorksOS, but still have full project functionality in WorksManager.
    • Non-3D-enabled: This is a project that is not intended to have machine productivity (.tag file) data processed into it. It will still have full project functionality and will primarily be used there.

NOTE: If you are also a Trimble Business Center (TBC) user, you can also add the appropriate data there instead. To do this, see Configure and Assign a WorksManager Project for a Job Site. The project you just created will appear in the Project list there.

Add Configuration Files

Click + next to any of these Configuration File types to add them as site data:

  • Calibration (.dc or .cal): Required for 3D-enabled projects in order for machine productivity data (.tag files) to be processed into the project. To ensure data and location accuracy, the file should be the same calibration file as the machines in the field are using.
  • Geoid (.ggf): Add this file to include a hypothetical ‘surface’ of equal gravity potential that approximates mean sea level. Generally, the elevations of points are measured with reference to the geoid. Note: Currently, there is no conflict resolution if this is different in TBC. They can be out-of-sync.
  • Datum Grid (.dgf): Add this file to use a datum grid if you have chosen a coordinate system for your project that uses a datum.
  • Shift Grid (.sgf): Add this file to use a shift grid, which is a transformation grid applied to a projection to correct the initial projection coordinates and local distortions.
  • SnakeGrid® (.dat): Enables surveyors working on long, linear projects (highways, railways, and pipelines) to have a coordinate system with scale factor distortion of less than a few parts per million for the length and width of the construction corridor.
  • GCS900 calibration (.cfg): Add this file to set the default coordinate system based on an absolute origin and orientation.
  • Control points (.csv, .cpz): Add this file to include permanently marked locations to be used as reference points for survey or mapping work with a high degree of accuracy.
  • Avoid zones (.avoid.svl, .avoid.dxf): Add this file to delineate closed areas that an Earthworks/Groundworks machine or a Siteworks field device is restricted from entering. A proximity warning appears on the display if it approaches the zone.
  • Feature code library (.fxl): Add this file to include alphanumeric strings (abbreviations) used to identify features in the field. Note: Currently, there is no conflict resolution if this is different in TBC. They can be out-of-sync.
  • Site configuration (site.xml): Add this file (created using the older field data workflow for job sites) to include project units written for a specific data collector's project folder.

NOTE: WorksOS supports the Trimble Geodetic Library (TGL) for published coordinate system definitions that have been added to the library. This means that published shift grids and geoids contained within the TGL can have their respective coordinate system definitions assigned to projects in WorksOS. Custom coordinate system definitions that are not part of TGL are not supported and using these will impact data accuracy.

NOTE: If you do not have a site calibration file during project creation, you can always add one later to make the project 3D-enabled by selecting Project Settings.

Define the Project Boundary

  1. When the Map View opens, enter the address of your project’s job site, and zoom in to the extent that you can draw an accurate boundary. You can click-and-drag to pan the view.
  2. Click Draw Boundary, and pick points in the map view to draw a polygonal boundary representing the extents of the site. This boundary is used as a ‘geo-fence’ that determines whether your Siteworks field devices or Earthworks machine control boxes are ‘on-site’.
  3. Click OK to close the boundary, and click FINISH.

Your project appears in the Active Projects list, ready for you to synchronize data with TBC, Siteworks, or Earthworks.

Manage Projects

Invite yourself to a project

As an account Administrator, you can change your role for a project into Viewer or Manager.

  1. Click Projects in the Main menu (left pane).
  2. Select a project for which you are Not a Member in the Active Projects list.
  3. In the My Role column, click the drop-down arrow and select either Project Manager or Project Viewer.

Delete or archive a project

  1. Click Projects in the Main menu (left pane).
  2. Select a project in the Active Projects list.
  3. In the info pane on the right, click either the Delete or Archive icon.

Change a project's designs

  1. Click Designs in the Main menu (left pane).
  2. Select, edit/update, and replace designs as needed.

Edit a project from Settings

Whether settings are editable or read-only is based on whether you are a Project Viewer or a Project Manager.

  1. Click My Projects in the Main menu (left pane).
  2. Select a project or click a project tile.
  3. Click Settings Project Details in the Main menu.
  4. Edit any of these fields: Project title, Project short name, Project boundary, or Configuration files.

View projects in a list, grid, or Map view

  1. Click My Projects in the Main menu (left pane).
  2. Click the Map view, List view, or Grid view icon on the right above the projects.