Applying Account Data Table Presets to Projects
Overview
Account Data Table Presets can be used in any project owned by your account.
Account presets are linked to projects. Any changes made to the account preset will automatically get reflected in every project that is using that preset.
Applying Templates to Projects
To apply a Data Table Preset
Sign in to the Trimble Connect for Browser application.
Navigate to Trimble Connect's Account Admin Dashboard.
Navigate to the Data Table Presets page.
All data table presets that were saved as account presets are listed here.Click the Add to projects button for the preset that you wish to apply to projects.
A list of all projects associated with the account is presented.Select all projects you want to apply the preset to.
Click Apply.
Now the preset is visible in the data table for all users* in the selected project(s)
*Note: Account level data table presets that have been applied to projects are only visible to project members who are also users from that same account. External users in the project will not be able to see any account level data table presets.
Next Topic: Editing Account Data Table Presets