Apply a Data Table Preset to a Project

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.

To apply a Data Table Preset:

  1. Sign in to the Trimble Connect for Browser application.
  2. Navigate to Trimble Connect's Account Admin Dashboard.
  3. Navigate to the Data Table Presets page.
    All data table presets that were saved as account presets are listed here.
  4. Select Add to projects for the preset that you wish to apply to projects.
    A list of all projects associated with the account is presented.
  5. Select all the projects to which you want to apply the preset to.
  6. Select Apply.
    The preset will be 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.