Visualize jobs with Trimble Connect Organizer and Trimble Connect Content Browser

You can use Trimble Connect Organizer to visualize and group items on your estimating jobs and production control jobs. You can select which fields in Tekla EPM you want to use to categorize model objects that correspond to your Tekla EPM items in the related IFC model, and highlight or color-code model objects according to different criteria.

Prerequisites of using Trimble Connect Organizer:

You need to have a Trimble Connect Business Premium license.
Your estimating job and production control job need to be linked through the Project Management module.

For more information, see Link a production control job to an estimating job and a project management job.

Note that your estimating job and production control job do not necessarily need to be linked to the same Trimble Connect project.
The jobs need to be linked to a Trimble Connect project.

For more information, see Link Tekla EPM to Trimble Connect.

Set up item categories for Trimble Connect Organizer

You can now set up the categories that you want to use in Trimble Connect Organizer. The categories determine which criteria you can use to highlight and color-code items in the linked estimating and production control jobs.

Click the Maintenance ribbon tab.
On the menu, select Integration Settings > Trimble Connect Organizer.
In the Trimble Connect Organizer Tree Mappings dialog box, create the necessary item categories:
1. Click New.
2. In the Field Type list, select if you want to use a field from the estimating job or the production control job.
3. In the Tekla EPM Field list, select the field that you want to use as an item category in Trimble Connect Organizer.
4. In the Organizer Tree Name, type a name that Trimble Connect Organizer will use for the item category.
  
  We recommend that you use clear names to ensure that you know where the information in the category comes from. For example, if a category contains the shapes in the estimating job, you could name the category Tekla EPM Estimating - Shape.
5. Click Add.
For example, you can create a category for production sequences in the linked production control job. All sequences within the linked production control job will be shown under this category, and you can highlight individual sequences in the 3D model view.

Repeat steps a to e to create all necessary field mappings.
To close the Trimble Connect Organizer Tree Mappings dialog box, click the Close button (X) in the upper-right corner.

Publish job information manually to Trimble Connect Organizer

To upload job information to Trimble Connect Organizer:


From	Do this
An estimating job	Open the estimating job. Click the Estimating ribbon tab. On the menu, select Publish to Trimble Connect Organizer.
A production control job	Open the production control job. Click the Production Control ribbon tab. On the menu, select Export > Publish to Trimble Connect Organizer.

The item information is uploaded to Trimble Connect Organizer, and will be visible in the Organizer side pane in Trimble Connect for Browser.

You can also create an automated event that uploads the item information to Trimble Connect Organizer automatically as often as you want. For more information, see Create, modify, and delete automated events.

Highlight selected items in Trimble Connect Organizer

To open Trimble Connect for Browser:
- Go to https://3d.connect.trimble.com/.
- Click Trimble Connect in the upper-right corner of Tekla EPM Go.
Double-click the Trimble Connect project that is linked to the desired estimating and production control jobs.

The Trimble Connect project opens in the Trimble Connect 3D viewer.
To open the Organizer side pane, click Organizer in the Trimble Connect side pane.
In the Organizer side pane, expand the necessary categories and select the categories whose items you want to highlight.

To select more than one category at a time, hold down Ctrl when selecting categories.

For example, you can select the labor code B - Bolted Clips On Both Ends and sequence 1 to highlight and zoom to all items with labor code B that belong to the production sequence 1.

Color-code items with Trimble Connect Content Browser

In the Trimble Connect side pane, click Data Table.
To configure what information is shown in Content Browser:
1. At the top of the Content Browser pane, click the Columns button.
2. If necessary, remove the current columns by clicking Remove All on the right side of the Visible Columns list.
3. Find a column that you want to show in the Content Browser pane by scrolling the All Columns list, or by typing a search word in the Filter Columns field.
4. Select the column.
5. Hold down the left mouse button, drag the column to the Visible Columns list, and release the left mouse button.
  
  Repeat steps c to e for all columns that you want to show.
6. To save your changes, click OK at the bottom of Column Picker.
To set how the items are grouped in the 3D model:
1. Select a column in Content Browser and hold down the left mouse button.
2. Drag the column to the Group by box, and release the left mouse button.
  
  The column name appears in the Group by box, and the objects are sorted according to the selected criterion. By default, groups and objects are shown in alphabetical order.
  
  You can also drag another column to the Group by box. In this case, the objects are sorted to both of the selected criteria.
  
  If you want to reverse the order of the objects, click the column name in the Group by box.
To color-code the items in the 3D view, at the top of Content Browser, click Colorize.

The objects on all rows of Content Browser are color-coded in the 3D view. The color that is used for each row is shown on the right side of the row title.

In the following image, you can see items grouped and color-coded by production sequence.