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SYNCHRO 4D Wiki Preparing data in SYNCHRO 4D Pro for Resource Status updates in SYNCHRO Field
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    • Features - SYNCHRO 4D Pro
    • Learning Resources
    • -SYNCHRO 4D Wiki
      • -SYNCHRO 4D Pro
        • +SYNCHRO 4D Releases
        • +SYNCHRO 4D Pro Guide
        • +Plugins and Tools
        • +FAQ
        • +SYNCHRO 4D Pro - Troubleshooting
        • -SYNCHRO 4D Pro - Best Practices
          • -Collaborating on a cloud-hosted 4D project
            • Choosing between SYNCHRO 4D Pro importers and iModel Connections to add 3D models
            • System requirements while collaborating on a cloud-hosted 4D project
            • +Setting up a 4D Project in SYNCHRO Control
            • Adding users to a SYNCHRO Control project and managing permissions
            • Opening a SYNCHRO Control project in SYNCHRO 4D Pro
            • Collaborating on a project in SYNCHRO 4D Pro
            • Reviewing the 4D Project in SYNCHRO Control
            • Synchronizing updated 3D Models
            • Re-submit offline changes
            • Differences between SYNCHRO 4D and SYNCHRO Workgroup Project (SWP)
            • Known Issues and Troubleshooting- 4D collaboration projects
            • Preparing data in SYNCHRO 4D Pro for Resource Status updates in SYNCHRO Field
            • Upgrading a cloud-hosted 4D project from 2021 (v6.4) to 2022 (v6.5)
            • Upgrading a cloud-hosted 4D project from 2020 (v6.3) to 2021 (v6.4)
          • Working with Reality Data
        • Unable to install Synchro 4D PRO
      • +SYNCHRO Modeler
      • +SYNCHRO 4D Schedule API
    • Upgrading from SYNCHRO Pro (and SWP) to 4D Pro (and Control)

     
     Questions about this article, topic, or product? Click here. 

    Preparing data in SYNCHRO 4D Pro for Resource Status updates in SYNCHRO Field

    1. Create Resource group
    2. Add resources to Resource group
    3. Make sure task is directly linked to resource. Currently only Resource - Task assignments are supported. Resource Groups - Task assignments are NOT supported for status update in Field. 
         
    4. Create Human Resource for user who will perform resource status updates in SYNCHRO Field
    5. Add email for created Human resource in Resource properties. Use the same email that will be used to log-in in SYNCHRO Field to perform resource status updates
    6. Pick Human resource in Resource group Personnel section in Resource group properties
    7. Assign Resource Status Set to Resources (that have been associated with Resource Groups) - assigning Resource Status Set to Resources: Before VS After
      1. assigning Resource Status Set to Resources (optional through Resource Groups)
             
      2. After Status Set is assigned to the Resources (optional through Resource Groups)
    8. Open SYNCHRO Field and log in
    9. Open the same SYNCHRO Control project
    10. Go to Models and download iModel
    11. Select Status Update from menu
    12. Select task
    13. Click Update for selected task. Available statuses are listed, all resources are selected by default. Select status tile to report status update for all selected resources or select single or multiple resources and report status.   
    14. Go back to Home page and click Sync icon -> Sync all status updates when internet connection is available

    NOTE: it is also possible to skip assignments to Resouce Groups. In this case tasks will be shown as no assigned in SYNCHRO Field and will require to be found manually in the list.

    NEXT: Re-submit offline changes

    • Status Update
    • SYNCHRO 4D
    • Synchro Field
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    • Darius Okunevicius Created by Bentley Colleague Darius Okunevicius
    • When: Fri, Dec 18 2020 3:52 AM
    • Vincas Razma Last revision by Bentley Colleague Vincas Razma
    • When: Mon, Nov 28 2022 8:16 AM
    • Revisions: 11
    • Comments: 0
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