Review Projects

Review an Existing Project

Accounts and projects are shared between WorksManager and WorksOS so that when an Account Administrator creates a project in one application, it is visible and accessible in the other app.

This connection between WorksManager and WorksOS also applies when the Admin shares projects with other users in your account. If you create a project in WorksOS, other users you have shared with will automatically have access and administrative rights, without needing to go into WorksManager. A project is ready for use in WorksOS once it is created in WorksManager.

Note: Currently, all additional user management, such as adding/removing users to/from projects, is done in WorksManager. Only additional users (who did not create the project) need to be added to a project in WorksManager.

  1. Go to https://worksos.trimble.com/app/ and sign in to your Trimble Identity (TID) account.

  2. Select your account (as previously set up in WorksManager) and click Apply.

Note: If you have many accounts, type any part of the name in the Search field.

You will see tabs for three types of projects:

  • 3D-enabled - a project 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 - a project (also known as 2D-enabled) that is not intended to have machine productivity (.tag file) data processed into it. It will still have full project functionality in WorksManager and will primarily be used there.

  • Archived - a completed project (of either type) in either WorksOS or WorksManager that has been ‘shelved’ as a record of the work that was done. The archived state is reflected in both applications.

These are all projects you have been given access to (or created), including all projects for this account in WorksManager. For more information, see Create, Edit, and Archive Projects.

Next topic: Create a Project