Manage CDE connections for your project
Connect your project to a Common Data Environment (CDE), manage linked folders, and control sync settings.
This guide is designed for project manager.
Steps
Step 1: Open CDE connection settings
Navigate to your project settings and open the CDE Connection Settings section to view existing connections and sync status.
Step 2: Review current CDE connection status
Check the current CDE provider, connection health, last sync time, and any warning or error badges shown for the existing connection.
Step 3: Start connecting a new CDE provider
Select the option to connect a CDE, then choose a provider such as Trimble Viewpoint, Microsoft SharePoint, or Autodesk Construction Cloud from the provider list.
Step 4: Enter provider connection details
Fill in the required connection details for the chosen CDE provider, such as enterprise or tenant IDs, client IDs, secrets, or access tokens, then save to establish the connection.
Step 5: Select the remote CDE project
Use the CDE project selector dialogue to search for and choose the appropriate remote project in the connected CDE environment for this project.
Step 6: Configure sync mode and frequency
Choose the CDE sync mode and set how frequently files should sync between the CDE and your project, then confirm your selection.
Step 7: Link and manage remote folders
Link specific remote folders from the CDE to your project, edit existing folder mappings, or remove linked folders that are no longer needed.
Step 8: Refresh project and folder data
Use the refresh controls to reload the list of remote projects or folders from the CDE when changes have been made externally.
Step 9: Disconnect the CDE connection
When the integration is no longer required, use the disconnect option, review the confirmation dialogue, and confirm to remove the CDE connection from the project.
Last updated: 2026-08-31