Integrating Data from Trimble Access for Item Quantity Measurements

When adding a transaction, site measurements can be exported from Trimble Access and then uploaded into OneOffice.

To add the integration functionality to your OneOffice site:

1. Go to Admin and select Packages.

2. In the search, type in ‘Trimble’.

3. Click on add next to the package and select Trimble Access as the setup type.

Use this link to click to view guided training: https://nam10.safelinks.protection.outlook.com/?url=https%3A%2F%2Frtvision.storylane.io%2Fshare%2Fntzww4zm3ut2&data=05%7C02%7Cmelissas%40rtvision.com%7C6b40063c56a143a2f58308deebea0fba%7Cb081e554b9f04894af23ef4e48ee104e%7C0%7C0%7C639207587695916675%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=oxKPCOo%2BhIArMKFxpFHJ2u5%2BRX1ryh0RX8Ykm2N76QE%3D&reserved=0

To upload and use measurements from Trimble Access:

1. In the Contract menu select the ‘Item Record Account’ tab.

2. Select an Item to create a Transaction for.

   1. If there are multiple project in the contract, the ‘All Projects’ drop-down will include each project to limit the item table to only items for the project.

3. Select ‘Transactions’.

4. Select the ‘Add Transaction’ button.

5. Enter the Date, Quantity, and Funding split for the item.

   1. If the funding split field does not show any funding splits as an option, item funding may not be setup.

   2. Click the ‘Multiple Funding Splits’ checkbox to enter several transactions in a single entry, each with a different quantity for each funding split.

   3. Click on the formula icon (fx) next to quantity to use a formula entry to calculate the quantity. Currently includes formulas for SQ FT, SQ YD, and CU YD.

      1. If you do not see the formula icon next to an item, link the formula to the unit of measurement.

   4. Select Formula ‘Surface Area’ or ‘Linear Feet’.

   5. Click on ‘Select Points’.

   6. Select the button to ‘Use Device Location’, or ‘Use Trimble Connect'.

   7. Upload the JXL file output from Trimble Connect. You may upload more than one file.

   8. Select the location from the map or from the ‘Select Location’ field. After doing so, each point’s longitude, latitude, and elevation that is part of the calculation, as well as the total calculation.

   9. Click on ‘Confirm’.

6. Select ‘Add Transaction’ to save once all other transaction details have been entered.

7. The ‘Quantities’ and ‘Funding’ tables will now update to included the added transaction and the measurement locations tied to the transaction will be recorded for future viewing.

8. To add this transaction to a payment select the '+' button next to the transaction. If the payment is not currently open, this transaction will be auto added to the payment on creation.