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Connect Trimble Viewpoint for Projects

Obtain the API credentials Trimble requires and use them to connect your Trimble Viewpoint for Projects (VFP) account to PlanOps, so your documents synchronise automatically.

Audience

This guide is designed for project manager.

Steps

Step 1: Confirm you have a Viewpoint for Projects licence

You need an active licence for Trimble Viewpoint for Projects (VFP, formerly 4Projects). The PlanOps integration uses the VFP API directly, so you do not need Trimble Connect.

tip

The connection is configured once at organisation level. You can then link individual Viewpoint projects to PlanOps projects afterwards.

Step 2: Request API access from Trimble Viewpoint support

Email Trimble Viewpoint support (support@4projects.com) to request API access for internal integrations, referencing the API documentation at https://api-uk.vfp.viewpoint.com/swagger/ui/index. Support will send you a short Google form to complete; fill it in to formally request the API.

tip

State clearly that you want direct API access rather than Trimble Connect, which has more limited functionality.

Step 3: Make sure you have a Power Administrator account

Trimble requires a Power Administrator account to be associated with the API request. If you are not already a Power Administrator, ask your organisation's VFP administrator to set you up as one before the request can be completed.

Step 4: Receive your Application ID from Trimble

Once the request is processed, Trimble issues an Application ID (a GUID such as 9c007196-xxxx-xxxx-xxxx-xxxxxxxxxxxx) used for token creation. Keep this safe — you will paste it into PlanOps.

tip

Turnaround can take several working days. If you have not heard back within a week, reply to your support case for an update.

Step 5: Generate a Personal Access Token (PAT) in Viewpoint

The VFP API authenticates with a Personal Access Token instead of your password. In VFP, log in and on the 'Please select an enterprise' screen choose 'Other options', then 'View or manage your personal details'. Open 'Personal Access Token' from the Options, click 'New token', and copy the token immediately.

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You can only have one PAT at a time — generating a new one replaces the old. Store it securely, as the same token can be reused indefinitely.

Step 6: Note your Enterprise ID and Site IDs

From your VFP account, note the Enterprise ID for the enterprise you want to connect, and the Site ID (or IDs) for the sites whose documents you want to synchronise. Site IDs are optional but recommended, and let PlanOps link the connection to the correct project automatically.

Step 7: Open the connection dialog in PlanOps

In PlanOps, go to Settings and open 'Document system links'. Under 'Add new connection', select Trimble Viewpoint and choose 'Connect' to open the 'Connect Trimble Viewpoint' dialog.

Step 8: Enter your Viewpoint credentials

Give the connection a recognisable name, then enter the Enterprise ID, optional Site IDs (comma separated), the Application ID from Trimble, your Viewpoint Username (your VFP login email), and the Personal Access Token you generated.

tip

Credentials are stored encrypted and are only used to synchronise documents.

Step 9: Choose your synchronisation settings

Turn on Automatic synchronisation if you want PlanOps to keep documents up to date, and pick a sync frequency (manual, hourly, daily or weekly) to suit your project.

Step 10: Connect and verify

Click 'Connect'. PlanOps saves the configuration and then verifies the credentials against Viewpoint. When both steps show as successful, the connection is active.

tip

If verification fails, double-check the Application ID, Username and PAT. The most common cause is using your account password instead of a Personal Access Token.

Once connected, expand the connection and use 'Browse projects' to discover enterprises and sites in Viewpoint, then link the Viewpoint project you want to sync to your current PlanOps project.


Last updated: 2026-06-22