You can now invite external users as guests to give them limited insight into the project free of charge. By assigning a form to a guest user through a workflow, you give them access to only the specific information you want them to see and a quick way for them to respond back, add attachments and progress the workflow. Guest users can see all the details of that specific form, any attachments and linked files (including…
To reduce uncontrolled copying of data, users can now link forms directly to documents stored in IMS-authenticated ProjectWise repositories that have been linked to the project. Once created, the repositories are visible when the user adds an attachment from the project documents. Permission control to the linked document is managed by ProjectWise repository itself, ensuring that no unauthorized users gain access to sensitive…
To simplify the life of admins and get time back on their side, we have added the ability to bulk import users from a spreadsheet. To import users to a project, admins can go to Administration - Manage your team and click Import users. There they can download a sample sheet and simple fill it with emails and roles. To give users multiple roles at once, include the email address again in a separate line and define the…
You can now get time on your side by designing pixel-perfect PDF printouts of SYNCHRO forms to automate exporting forms to a design that is familiar to your team. The forms can be exported on stationary that is fit for your company and your project, while still enjoying the easiness of filling out mobile-enabled forms on phones and tablets as well as robust reporting through consistent data points. To learn how to create…
Action required for SYNCHRO admins!
To give administrators better command over their projects, we have updated the permissions to manage how each role can access the project. Admins can now set limits that allow certain roles to only access SYNCHRO Field, in which case they will not be able to access SYNCHRO Control. Further restrictions, including a Guest portal are planned in the near future and this is in preparation…
Admins now have full control of all project form definitions and their design. In the new Forms Manager and Designer, you can manage existing project form definitions as well as design new ones. When managing existing forms, you can see all project forms in a grid, with their status and availability within the project, as well as understand how many have been filled out for each and whether or not they are following…
This week we are rolling out a simpler and more streamlined way for administrators to manage users and roles through a new portal. The new portal is designed to manage SYNCHRO projects and as such brings permissions into task-oriented grouping to clear up the backend service level intricacies of the older portal. Apart from improved user experience, this new approach brings increased stability and security due to the…
Custom form names are now fully supported. User may notice differences in the form names for custom forms shown in the menus in SYNCHRO Control and SYNCHRO Field. As an example, a custom form that was shown as Deficiency before might now be shown as Notice of non-compliance. While this update may have a slight learning curve, the form names should be familiar as it's designed to truly reflect the names by which these forms…
SYNCHRO is all about rich project context and information linking. Now users can create links to related forms in addition to the previously released project document links and map/model locations. There are two types of form links
Users can now see their project plan sheets on top of the map. The overlay is available anywhere that the map is being used, including to show issues or other forms on top of the map with the relevant plan sheets. With this, users can see not only where their issues are located on a map but also how they relate to the construction plans. This adds a valuable data point to further understand information context so that…