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Manage CDE connections for your project

Configure and maintain connections between your project and external Common Data Environment (CDE) platforms so that project and site data can be synchronised.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open CDE connection settings for your project​

Navigate to the project’s settings area and open the CDE Connection Settings section to view existing connections and available providers.

Open CDE connection settings for your project

Step 2: Review existing CDE connections​

Check the list of current CDE connections for the project, including their provider, status, last sync information, and any linked remote projects or sites.

Review existing CDE connections

Step 3: Start connecting a new CDE provider​

Click the button to add or connect a new CDE, then choose the desired provider (for example Trimble Viewpoint) from the provider list; note that some providers may be marked as “coming soon” and cannot yet be configured.

Start connecting a new CDE provider

Step 4: Enter CDE connection details​

Fill in the connection form for the selected provider, including any required enterprise IDs, site IDs, personal access tokens, or other credentials, then submit to create the connection.

Enter CDE connection details

Step 5: Edit an existing CDE connection​

Use the edit option next to an existing connection to open its details, adjust credentials or settings as needed, and save your changes.

Edit an existing CDE connection

For a given site in your project, select the option to choose a remote CDE project, then pick the matching project from the selector so the site is correctly mapped to the external system.

Link a project site to a remote CDE project

Step 7: Configure sync settings and frequency​

Within the connection or site mapping view, choose how and how often data should sync between your project and the CDE (for example, selecting the appropriate sync frequency and enabling or disabling automatic sync).

Configure sync settings and frequency

Step 8: Manually trigger a data synchronisation​

Use the manual sync action to immediately start a synchronisation between the selected CDE connection and your project, and monitor the status indicator until the sync completes.

Manually trigger a data synchronisation

Step 9: Disconnect or remove a CDE connection​

When you no longer need a connection, select the remove or disconnect option, confirm the action in the confirmation dialogue, and verify that the connection is no longer active for the project.

Disconnect or remove a CDE connection

Last updated: 2025-12-31