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Select a Viewpoint project from your CDE connection

Use the Viewpoint project selector to browse your connected CDE structure and choose the correct project to link to this workspace.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Viewpoint project selector​

From the Viewpoint settings area, open the project selector so you can browse projects and folders for the chosen CDE connection.

Open the Viewpoint project selector

Step 2: Review connection and project list​

Check that the correct CDE connection is shown and wait for the list of available enterprises, sites, folders and projects to load.

Review connection and project list

Step 3: Navigate using folders and sites​

Click on a site or folder row, or its chevron icon, to move deeper into the CDE structure and reveal the projects and subfolders it contains.

Navigate using folders and sites

Step 4: Use breadcrumbs to move back​

Use the breadcrumb trail at the top (starting from Home and enterprise) to quickly move back up to a higher level in the CDE hierarchy.

Use breadcrumbs to move back

Type part of a project or folder name into the search box to filter the current list and quickly find the item you need.

Filter projects with search

Step 6: Inspect project details​

Review the icons, type labels (such as Site, Folder or Project) and any status indicators to confirm you have found the correct project.

Inspect project details

Step 7: Select the required project​

Click on the project row (not a folder or site) to select it; the row will highlight to show it is chosen and will be prepared for linking.

Select the required project

Step 8: Confirm or cancel your selection​

Confirm your chosen project to apply it to the current workspace, or use the cancel or back option to close the selector without making changes.

Confirm or cancel your selection

Last updated: 2025-12-31