Creating Account Data Table Presets
Before You Get Started
The Data Table displays model properties, including the custom properties, in a grid view for reporting purposes.
Prerequisites
In order to create a Data Table Preset (in project context or account context) has to be created from within the 3D Viewer.
To get started creating account level Data Table Presets, you will need the following:
Be an Account Admin for an account
Have a paid subscription to Trimble Connect under that account
Have at least one Trimble Connect project created that is owned by your account
Be a project user or project admin in that project
Have 3D data uploaded into the project
Know how to create Data Table Presets (in the project context).
Create an Account Level Data Table Preset
To create your template
Sign in to the Trimble Connect for Browser application.
Open your project and navigate to the 3D Viewer.
Create a new Data Table Preset.
Instructions can be found here.Once you have finished creating the preset, click the Save as… button
Select the “Save as account preset” option from the dropdown menu.
Once you have saved the account preset, you will see it listed in the presets dropdown menu under the Account Presets section.
Learn how this preset can be shared and used in other projects owned by your account ›.
*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: Applying Account Data Table Presets to Projects