Managing jobs

To create a job

To create a new local job, tap New. See To create a local job.

To download a job

To download or upload jobs and job data, you must be signed in using your Trimble ID. The Sign in icon in the title bar is grayed out if you are not signed in. Tap the Sign in icon to sign in.

If you are signed in using your Trimble ID, jobs and folders that contain jobs that are assigned to you but are not yet downloaded from Trimble Connect are shown in gray text.

To download a job from the cloud:

If the project contains folders, tap a folder to view the jobs in the folder. Double-tap a folder to open it.

Tap to move up a folder level. To view the folder structure, tap the folder path field above the job list.
Select the job and tap Download. Jobs and folders that have not yet been downloaded to the controller are colored gray in the Jobs list.

The Download screen shows the name, type, and size of each file in the job that will be downloaded. The first time you download a job, Spectra Geospatial recommends you download all files. To manage the download of individual files or to deal with file conflicts, see Synchronizing data with the cloud.
Tap Download to download the data to the controller.

To open a job

Tap a job to select it then tap Open. If a job is already open then the current job is automatically closed.

If the job you are opening has no defined project height, the Project height screen appears. Key in the project height, or tap Here to define the height using the current GNSS position. If there is no position available, the Here button is disabled.

When the job opens, the map appears. If no data appears in the map, or you cannot see the data you expect to see, tap in the map toolbar to open the Layer manager. See Managing layers using the Layer manager.

To find a job in the list

To refresh the list of jobs, tap .

The projects screen checks for changes when you first open it but it does not refresh automatically.

Tap to see new jobs, for example jobs recently shared with you in Trimble Connect or if you have used File Explorer to copy a job into the Projects folder.
If you cannot see a job in the list that you are expecting to see, tap above the job list and make sure the correct filters are applied. Jobs shown in the Jobs screen are automatically filtered so that by default only jobs in the cloud that are assigned to you (Cloud: Assigned to me) or were created by you (Cloud: Created by me), and any local jobs (Controller) are shown.

To search for part of the job name, enter the text to search for in the Filter job field. Job names that contain the entered letters are listed.

If you still cannot see a job after checking the job filters list, or if you can only download the job as a read-only job, then the job is probably not assigned to you. In that case, ask the project administrator to assign the job to you. Do not attempt to create an editable copy of the job on the controller, for example by copying the job from a USB drive or by downloading it from an email. Creating a copy of the job can cause unintended problems when you attempt to upload the data to the cloud, such as duplicate jobs or lost data.

To hide completed jobs from the Jobs screen, tap above the job list and select Status: Completed so that there is no check mark next to it. The next time you change the status of a job to Complete, it will also disappear from the jobs list.

To edit a job

To change the status of a job, tap the job to select it and in the details panel, select the new Status from the list. The status of a job can be New, In progress or Fieldwork complete.

To edit the job properties, tap Properties. Make your changes and tap Accept. See Job properties.

To delete a job and all associated data files from the controller, tap and select Delete. Tap Yes to confirm.

Files in the project folder are not affected when you delete a job. If the job resides in Trimble Connect, the job is only removed from the controller. Nothing is removed from Trimble Connect. You cannot delete jobs that you have not yet downloaded.

To assign a job to someone

To assign a job to someone, the job must reside in the cloud and the person you are assigning it to must be a member of the project. See To manage project team members.

To assign the job, open the job and then in the job details pane, tap next to Assignees. In the Assignees list, select the team member or members to assign to the job and then tap Accept. Upload your changes to the job to the cloud.

You can also unassign someone from the job using the same workflow.

To assign tags to a job

To assign tags to a job, the job must reside in the cloud and the available tags you can assign to the job must be set up in Trimble Connect. For more information on setting up groups, see Tags in the Trimble Connect for Browser's 3D Viewer User Guide.

To assign tags, you must have downloaded the job from the cloud. If you have created a local job in a cloud project but not yet uploaded it to the cloud, you can also assign tags.

To assign tags, select the job in the Jobs screen and then in the job details pane tap next to Tags. In the Tags list, select the tags to assign to the job and then tap Accept. Upload your changes to the job to the cloud.

You can remove tags from the job using the same workflow.

If you are working locally on a job in a cloud project but are not signed in, then if you make changes to the job tags in Origin and changes are also made to the job tags in Trimble Connect while you are working offline, the changes made in Origin will overwrite the changes made in Trimble Connect when data is next synchronized with the cloud.

To upload data to the cloud

Changes to jobs are automatically uploaded to the cloud:

When you change the status of a job that resides in the cloud to In progress or Fieldwork complete.
If you have enabled automatic synchronization settings in the Cloud settings screen. This includes new jobs you have created locally on the controller for projects that reside in Trimble Connect. For more information, see Cloud settings for data sync.

To upload changes to a job at any time, select the job in the Jobs screen and then tap and select Upload. The Upload screen shows the name, type, and size of each file in the job that will be uploaded. Tap Upload to upload the data to the cloud. To manage the upload of individual files or to deal with file conflicts, see Synchronizing data with the cloud.

To upload changes to all jobs in the project, for example at the end of each day, select the project in the Projects screen and then tap and select Upload.

If there are no Upload or Download options in the Details menu, the job resides in a local project and data cannot be uploaded to the cloud.

Projects created directly in Trimble Connect rather than using Origin or Sync Manager must be opened in Origin by a user with an Administrator role before new jobs can be uploaded to the cloud by team members who have a User role.

To close a job

The current job remains open until you open a different job or you exit the software.

To exit the software, press Ctrl + Q on the controller keypad, or tap and select Exit.

When switching jobs or exiting the software, if there are forms open that have unsaved changes, then you are prompted to do one of the following:

Select one of the forms listed and tap Return to to view the form and the unsaved changes.
Tap Close all to discard changes and close all forms.
Tap Cancel to return to the software without closing the job.