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Manage CDE connections for your project

Connect your project to external Common Data Environments (CDEs), manage sync settings, and link to specific remote projects.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open CDE connection settings​

Navigate to the project settings area and open the CDE connection settings section to view existing integrations for the selected project.

Open CDE connection settings

Step 2: Review current CDE connection status​

Check the current provider, connection status, and any sync mode or project linking information shown for the project.

Review current CDE connection status

Step 3: Start connecting a new CDE provider​

Select the option to connect a CDE and open the connect dialog, then choose your preferred provider such as Trimble Viewpoint or Microsoft SharePoint.

Start connecting a new CDE provider

Step 4: Enter provider credentials and connection details​

In the connect dialog, complete the required fields for the chosen provider, including IDs, tokens, or client credentials, then confirm to create the connection.

Enter provider credentials and connection details

Step 5: Choose CDE sync mode​

Use the sync mode step to select how data should synchronise between the project and the CDE, then confirm your chosen sync behaviour.

Choose CDE sync mode

Open the browse projects dialog, search or navigate the available remote projects from the connected CDE, and select the one to link to your project.

Browse and link a remote CDE project

Step 7: Confirm the selected CDE project​

Review the details of the chosen remote project in the selector dialog and confirm your selection to establish the project-level connection.

Confirm the selected CDE project

Step 8: Adjust sync frequency and options​

If available, set how often the system should sync with the connected CDE and toggle any additional sync options displayed in the settings.

Adjust sync frequency and options

Step 9: Edit an existing CDE connection​

Use the edit controls in the CDE connection panel to update credentials, change sync mode, or modify other connection details as needed.

Edit an existing CDE connection

Step 10: Disconnect a CDE from the project​

Choose the disconnect option for a provider, review the confirmation dialog explaining the impact, and confirm to remove the CDE connection from the project.

Disconnect a CDE from the project

Last updated: 2026-06-24