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Create a WorksManager Project for Field Systems

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02-25-2022 16:01

David Kosakowski

Use the WorksManager application to create a project, add configuration files, and define its boundary. This WorksManager project serves as a container for the project in the cloud. You can now share any data between office and the field in construction sites.

Prerequisites

Trimble Identity (TID) credentials (user name and password), create a new TID here.
WorksManager license; contact your SITECH dealer.
A WorksManager account

Note: Your ability to create, edit, and delete accounts, projects, users, and content in WorksManager and WorksOS depends on your role and permissions:

Account Roles

Administrator - Account Admins can see and do everything needed to manage an account.
User - Account Users can see some things in an account, but cannot change anything.

For details, see the Account Roles help topic.

Project Permissions

Manager - Project Managers can see and do everything needed to manage a project.
Viewer - Project Viewers can see some things in a project, but have limited abilities to change them.

For details, see the Project Permissions help topic.

To change your account role or project permissions, contact your Account Administrator.

Project setup

Create a project

Log in to WorksManager with your Trimble Identity (TID) credentials.
Review the existing projects to make sure you need to create a new one. In the upper right, click + Create.
Select your account in the list. Then enter a unique Project Name, and click NEXT.

Add configuration files

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

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.

Calibration (.dc or .cal) - Add this file to establish the relationship between WGS-84 positions (latitude, longitude and ellipsoid height) determined by GPS observations and local known coordinates defined by a map projection and elevations above mean sea level. The parameters are used to generate local grid coordinates from WGS-84 (and vice-versa) real-time in the field when using RTK surveying methods.

Geo Data

Geoid (.ggf) - Add this file to include a hypothetical ‘surface’ of equal gravity potential that approximates mean sea level (it is normal to the gravity vector at every point) Similar to an ellipsoid, the geoid surface is not a uniform mathematical shape, but is an irregular figure. Generally, the elevations of points are measured with reference to the geoid. Currently, there is no conflict resolution if this is different in TBC. They can be out-of-sync.
(.dgf) - Add this file to use a datum grid If you have chosen a coordinate system for your project that uses a datum.
(.sgf) - Add this file to use a shift grid, which is a transformation grid that is applied to a projection to correct the initial projection coordinates. Shift grids are generally used to correct local distortions in a regional survey framework that cannot be modeled by a simple transformation.
(.dat) - Add this file to use a SnakeGrid® files. Snake grids enable 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. A coordinate system with a SnakeGrid uses projections to perform transformations between local northing/eastings and their corresponding latitude/longitudes. Intervening points are calculated by interpolation.
GCS900 calibration (.cfg) - Add this file to set the default coordinate system based on an absolute origin and orientation. …

Control points (.csv, .cpz, .office.cfg) - Add this file to include permanently marked locations to be used as reference points for survey or mapping work. The coordinates of a control point are determined with a high degree of accuracy using terrestrial and/or satellite surveying techniques.
Avoid zones (.avoid.svl, .avoid.dxf) - Add this file to delineate closed areas that an Earthworks or Groundworks machine or a Siteworks field device is restricted from entering. A proximity warning appears on the machine or controller's display if it approaches the avoidance zone. Avoidance zones are used in the field to deter people and heavy equipment from entering restricted areas on a job site.
Feature code library (. fxl) - Add this file to include alphanumeric strings (abbreviations) used to identify features (objects found in the field, e.g., trees, hydrants, utility poles, etc.) in the field and during feature code processing. 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: You can edit your project details at any time by selecting Project > Settings.

Define the project boundary

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.
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.

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