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Manage CDE connections for your project

Connect your project to a Common Data Environment (CDE) such as Trimble Viewpoint, manage existing connections, and control synchronisation settings.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open CDE connection settings​

Navigate to your project’s settings area and open the CDE Connection Settings section to view all available CDE providers and current connections for this project.

Open CDE connection settings

Step 2: Review available CDE providers​

On the CDE Connection Settings panel, review the list of supported providers, including Trimble Viewpoint and any upcoming integrations, noting the description of what each connection type enables.

Review available CDE providers

Step 3: Start a new CDE connection​

Select Trimble Viewpoint from the provider list and choose the option to connect; this opens a connection dialog where you can enter your enterprise and authentication details.

Start a new CDE connection

Step 4: Enter Viewpoint connection details​

In the connection dialog, fill in the required Trimble Viewpoint fields such as enterprise ID, site IDs and personal access token, then confirm to save and create the CDE connection for your project.

Enter Viewpoint connection details

When prompted, use the Viewpoint project selector dialog to search for and select the remote Viewpoint project that should be linked to your current project.

Choose the Viewpoint project to link

Step 6: Configure sync options and enable connection​

Adjust any available synchronisation settings, such as sync frequency or enabled data types, and use the switch to turn the connection on so that data begins synchronising.

Configure sync options and enable connection

Step 7: Edit an existing CDE connection​

From the CDE connection list, use the edit option next to an existing connection to reopen its details, update credentials or settings, and save your changes.

Edit an existing CDE connection

Step 8: Manually refresh data from the CDE​

Use the refresh or sync action on an active connection to trigger an immediate data synchronisation from the connected CDE into your project.

Manually refresh data from the CDE

Step 9: Disconnect a CDE from your project​

Select the disconnect or delete option for a connection, review the confirmation dialog explaining that the link will be removed, and confirm to permanently disconnect the CDE from your project.

Disconnect a CDE from your project

Last updated: 2026-02-10