In this video demo we show you how we coded a SharePoint App Management Console that allows users to configure the API integration between SharePoint Document… Read More
Watch a live demonstration of how the Procore-SharePoint 2 Way Document Synch connector works. Many people love Procore for field construction management and… Read More
Construction managers will learn how to use SharePoint online out of the box tools to manage all their critical project data. We will show in the video demonstration… Read More
You are about to learn the 7 SharePoint Online steps you can follow to automate your Project Management workflow in your company. We will show you a real world… Read More
“Many companies spend more time looking for the right data than actually making decisions based on the information they have. Think about the last project… Read More
Microsoft has officially released SharePoint hub sites and is gradually rolling them out to Office 365 customers. The first announcement of SharePoint hub… Read More
Construction Project Management: Stop Using Spreadsheets
Having and maintaining accurate, up-to-date employee data is crucial in the construction business. If… Read More
With the seamless integration of Office 365 and SharePoint Online, Microsoft has breathed new life into SharePoint, one of the most used platforms for collaboration,… Read More
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[post_content] => In this video demo we show you how we coded a SharePoint App Management Console that allows users to configure the API integration between SharePoint Document Libraries and Procore Document Modules for your projects.
We walk you through the following steps in a demo:
1. You start at the point after you have installed the custom Management Console App in your SharePoint site as a custom App.
2. You start with a blank fresh Document Library in SharePoint that is empty
3. You access the Management Console from the SharePoint left navigation
4. We will provide you instructions on how to Authenticate the APIs with the Tenant ID for the API connector
5. Your Company ID in Procore
6. Your ProcessChildID in Procore
7. The ProcoreSecret Id - the secret token to get the APIs to talk to one another
Once Procore can talk to SharePoint we then set up each of your projects by:
1. Enter the Project ID
2. Documents List of data
Then you go to the Management Console where you can:
1. Edit the Project Set Up
2. Delete a project once it is complete or no longer needed
3. Activate the Sync - to start the job to synchronize the files
4. Deactivate the Sync - to temporarily pause to stop the job
5. Manual Sync - wakes up the connector if it stopped due to a service outage or you suspect it isn't talking, you can kick it off here
These are all good tools for testing the sync. Watching the video you will now see the the files move over:
1. Folders
2. Files
3. Meta data about each folder and file
In this example we watch SharePoint doucments move over in real time.
It works very fast, as fast as Procore and SharePoint will allow the API to push data it is queuing up date to migrate over.
How it Helps?
1. We can back up Procore in SharePoint
2. We can automate data migration between Procore and SharePoint
3. We can automate project set up from SharePoint to Procore
If you want a live demo or to test the application contact us or visit our site to learn more and schedule a demo.
Learn More About Procore Integration Options >>Visit the Procore Marketplace and learn about all the Procore Integration products >>
About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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In Quarter 2, 2018, that is April – June 2018, there were many Microsoft Office 365 and SharePoint Online update. HingePoint wants you to know what they are. We will summarize the big releases for you here and how they might impact you.
Latest Microsoft Upgrades in 2018
Published On: August 15, 2018
Updated feature: Revised versioning settings in OneDrive for Business and in team sites in SharePoint Online
As we previously announced in MC138148, we will be providing an option to opt out of the upcoming document library versioning setting update. The library versioning update will prevent your users from disabling versioning, thus ensuring the availability of recoverable content. You can start opting out today using the SharePoint Online Management Shell cmdlet provided later in this post. This message is associated with Office 365 Roadmap ID: 30544.
How does this affect me?
If you choose to opt out, your organization will not be able to take advantage of the upcoming version setting update. Document library's versioning can be turned off by end users, and as a result, documents lose the protection of version recovery. Hence, we highly recommend you leave this setting on-by-default for the upcoming version setting update.
What do I need to do to prepare for this change?
If you would like to utilize the new file versioning settings, there’s nothing you need to do to prepare for this change. If you would like to opt out of the versioning setting update, you can use the SharePoint Online Management Shell cmdlet, and you must do so by September 30, 2018. After September 30, we will begin rolling the new versioning setting out and will honor your organization’s existing settings. The following cmdlets are used to opt out of versioning settings: Command: Get-SPOTenant/Set-SPOTenant Parameter: EnableMinimumVersionRequirement Value: True - default value, opt-in to the versioning change. Fales - opt out. These commands require version 16.0.7918.1200 of the SharePoint Online Management Shell or greater. To download the latest version of the SharePoint Online Management Shell, visit https://www.microsoft.com/download/details.aspx?id=35588. After you run the cmdlet to change the value, please check if the value is set correctly by running the Get-SPOTenant cmdlet. Click Additional Information to learn more.
Additional information
Published On: August 10, 2018
New feature: Save for Later in SharePoint Online
Save for Later is a new Office 365 feature. We'll begin rolling this feature out soon.
This message is associated with Office 365 Roadmap ID: 30692.
How does this affect me?
This feature will allow you and your users to save news posts and pages right from the SharePoint Online web interface, just as is possible on the SharePoint Online mobile app today.
We'll be gradually rolling this out to Targeted Release (entire org) organizations in mid-August, and we anticipate rollout completion to take place over the next few months.
What do I need to do to prepare for this change?
There is nothing you need to do to prepare for this change. Please click Additional Information to learn more.
Additional information
Published On: August 9, 2018
Updated feature: New header emphasis options are now available in SharePoint Online
We’re adding an option to add rich colors to the site header in SharePoint Online. We'll begin rolling this change out in late August.
This message is associated with Office 365 Roadmap ID: 30697 30697.
How does this affect me?
To provide more site branding flexibility, we are enabling you to modify the color shade of your site headers. This header emphasis will be based on the currently applied site theme color and can either be a lighter, softer color or a darker, stronger one. The site owner always has the option to set the color to gray or revert to the original. Please note that this option currently only applies to SharePoint Online themes and not custom ones.
Color shade adjustments to site headers can be made by accessing the "change the look" settings panel.
We will begin gradually rolling this out to Targeted Release organizations in late August, and we anticipate rollout completion worldwide by the end of September.
What do I need to do to prepare for this change?
You don't need to do anything to prepare for this change. Please click Additional information to learn more.
Additional information
Published On: July 27, 2018
We’re rolling out multiple feature updates for SharePoint Online self-service site creation
This July 2018, we’ll begin rolling out several improvements to the SharePoint Online self-service site creation experience. This message is associated with Office 365 Roadmap IDs: 31070, 32588 and 31088.
How does this affect me?
- We’re making modern team site templates available for sites not connected to Office 365 Groups (31070): Previously, when Office 365 Group creation in SharePoint Online was disabled, site creators were limited to only creating a “classic” team site. This change lets site creators use modern team site templates even if Office 365 Group creation is disabled. Additionally, your users can now create communication sites even if Office 365 Group creation is disabled. As a result of these changes, the “hybrid” option in self-service site creation settings is no longer necessary and we’re removing the selection from the settings. If your organization is using the “hybrid” setting, you will notice the title selections have changed. A site that currently uses one of the new team site, communication site, or “classic site” templates will become “A new team site or communication site.” - We’ve improved subsite creation settings (32588): In the past, subsite creation settings were enabled for all SharePoint Online templates and could be disabled for Office 365 Group-connected team sites. These settings only appear in the menus display on site contents page. With this change, we’ve extended these settings to apply only to “classic” site templates and we are enabling the option for you to disable them for all site templates. If you have elected to hide the subsite menu command for Office 365 Group-connected team sites, the setting title will change to “Show the subsite command only for classic sites” and when selected, will hide the option for all modern site templates. - Language selection options for SharePoint Online sites (31088): Lastly, we’re adding a language selector setting on the self-service site creation form, which allows your users to specify a default site language that’s different from your organization’s default setting. We’ll begin rolling these changes out to Targeted Release organizations this week and the roll out will be completed worldwide by the end of August.
What do I need to do to prepare for this change?
If you want to let your users create modern sites but they were unable to because Office 365 Group creation was disabled, then no additional action is required. You will now have the ability to enable/disable the option for using modern site templates during self-service site creation and should review your current settings and adjust to the desired configuration for your organization.
Additional information
Published On: July 2, 2018
Update on Visio Web Access from SharePoint Online
Action required by September 29, 2019
Last September, we announced that we would be removing Visio Web access from SharePoint Online (MC120728). Since then we have listened to your feedback and are extending the timeline to September 2019 to allow more time for the migration of your existing Visio content to the newer platforms.
Beginning September 30, 2019, Visio Web Access (Visio Service) and its Web Part for SharePoint Online will no longer be available. Instead of Visio Web Access you can now use Visio Online and migrate your organization’s web parts to a newer experience with the new JavaScript (JS) APIs for Visio Online. Visio Online enables high fidelity viewing, sharing, and collaboration in your favorite browser, without installing the client for all Office 365 licenses. It supports embedding Visio diagrams in SharePoint Online using a modern file viewer web part and with IFrame along with JS API programmability.
How does this affect me?
Beginning September 30, 2019, users in your organization will only be able to view Visio diagrams in their browser, but not create or edit. Visio Online viewing is available to most Office 365 subscriptions.
What do I need to do to prepare for this change?
Before September 30, 2019 you should migrate any of your existing Visio content to the newer platforms.
Please click Additional Information for more detail about how to migrate your existing content.
Additional information
Published On : May 30, 2018
SharePoint List Views: List and Document Library web parts in SharePoint Online
We’re updating the List and Document Library web parts. We'll be gradually rolling this out to First Release customers in early June, and the roll out will be completed worldwide by the end of August.
How does this affect me?
You and your users will notice improvements to the List and Document Library web parts including: drag and drop upload, support for column formatting, pinning, tile view, nested grouping view, and open in client option. All existing list and document web parts will automatically reflect these new updates.
What do I need to do to prepare for this change?
There is nothing you need to do to prepare for this change.
Please click this article for information about the List web part.
Please click this article for information about the Document Library web part.
If You Need more help with SharePoint or Office 365, click here.
Published On : May 30, 2018
Weather? Check Out our web part and improvements to the Image web part in SharePoint Online
In order to enhance the SharePoint page authoring experience, we are introducing a new "Weather" web part and updating the existing "Image" web part. These features will begin rolling out soon to Targeted Release customers in June and the update will be available worldwide by the end of July. This message is associated with Office 365 Roadmap ID: 27740.
How does this affect me?
The "Weather" web part will allow SharePoint Online page authors to configure the web part to show weather information provided by MSN Weather for a location of the author’s choosing. The "Image" web part improvements will allow authors to provide text overlay on an image, plus add a clickable hyperlink associated with the image.
What do I need to do to prepare for this change?
There is nothing you need to do to prepare for these changes. Please click Additional Information to read about What's new for your intranet in Office 365 including additional details about the new "Weather" web part and updates to the "Image" web part in SharePoint online.
Additional information
Published On : May 30, 2018
Updated feature: Page Metadata and Content Filtering in SharePoint
Microsoft is updating metadata and content filtering in SharePoint Online to make organizing content easier. They will be rolling out this update beginning in mid-June and it will be available worldwide by end of July. This message is associated with Office 365 Roadmap ID 27251.
How does this affect me?
In SharePoint, your users can now access a page details panel on the page itself to edit metadata properties, as well as utilize the page properties web part to surface metadata to readers. Moreover, they will also be able to filter by metadata in the news and highlighted content web parts.
What do I need to do to prepare for this change?
You don't need to do anything, but may consider updating your user training and notifying your helpdesk. Please click Additional Information to read about What's new for your intranet in Office 365 including additional details page metadata and content filtering in SharePoint online.
Additional information
Published On : May 23, 2018
Terminology used for Office 365 Groups, Distribution Lists, and Security Groups are changing
Microsoft is updating terminology used across your Office 365 admin center, Exchange admin center, and Azure admin portal to provide you with a more consistent experience when interacting with groups and distribution lists. We have begun gradually rolling this change out to Targeted Release organizations, and we anticipate that the rollout will be completed worldwide by the end of June. This message is associated with Office 365 Roadmap ID: 30574.
How does this affect me, and Office 365 User?
With this change, you will see updated terminology across the Office 365 admin center, Exchange admin center, and Azure admin portal. The 'Type' column will now be referred to as ‘Group Type’. This column will now include values of ‘Office 365’, ‘Mail-enabled security’, ‘Distribution list’, and ‘Security’. The concept of ‘Distribution Group’ will now be referred to as ‘Distribution List’ throughout experiences such as group creation, edit, and upgrade.
What do I need to do to prepare for this change?
If your organization has a dependency on the previous values being present in the 'Type' column within the user experience, you will need to update your dependencies to use the new terminology. Please click Additional Information for more information about this update.
Additional information
Published On : May 23, 2018
Microsoft Whiteboard – this is Big!
Microsoft Whiteboard will be exiting preview and will be generally available in the next few months. Microsoft Whiteboard is a freeform digital canvas where people, ideas, and content can come together for creative collaboration. The app is built for anyone who engages in creative, freeform thinking before getting to their final output. It’s designed for teams that need to ideate, iterate, and work together both in person and remotely, and across multiple devices.
How does this affect me?
Microsoft Whiteboard contains an on/off switch, to give you some control with the rollout of this within your organization. The Preview switch is currently off-by-default, to give you a chance to explore the new capabilities. In the summer, this experience will be turned on-by-default, unless you explicitly turn it off. In the next few months, the updated version of the Whiteboard Windows 10 app will be available for download from the Microsoft Store. Users in your organization will be able to download and log into the Windows 10 app, as long as Whiteboard is enabled for your organization. This rollout is excluded from Office 365 subscriptions in Government, GCC, DoD, Office 365 Germany. If you are in one of these scenarios, you can ignore this message.
What do I need to do to prepare for this change?
This has administrative controls to enable and disable. This feature will be on by default, when this change takes effect. If you are not ready for your users to use Whiteboard, please disable by going to the Office 365 Admin center \ Settings \ Services & add-ins \ Whiteboard, and Turn Off Whiteboard for your entire organization. Please click Additional information to learn more.
Additional information for Microsoft Whiteboard
Published by Microsoft On : May 16, 2018
Versioning Documents for OneDrive and team sites in SharePoint Online
Microsoft Listens! And will be providing an option to opt out before releasing this change. When Microsoft will get ready to provide the opt-out option, they will publish a new Message Center post. To stay up-to-date with progress of this change please refer to the with Office 365 Roadmap ID 30544.
How does this affect Microsoft Users?
Once this roll out begins, SharePoint and OneDrive libraries will be set to retain a minimum of one hundred major versions. Existing libraries that have versioning enabled but are set to retain fewer than one hundred major versions will be updated to retain the new minimum. Libraries already set to retain one hundred or more major versions will not be affected, including those with the default setting of five hundred. With these changes, the Document Library Settings page will no longer support the ability to disable versioning or configure it to retain fewer than one hundred versions. Please note: We will be implementing settings which will allow you to opt-out of the new minimum version requirements for SharePoint and OneDrive libraries.
Additional information
Published On : April 6, 2018
Like News? Microsoft is Replacing the Public Newsfeed in SharePoint Online
In June 2018, Microsoft be making changes to the native social features in SharePoint Online.
We will be: Making the public newsfeed read-only.
Removing the option to implement the Newsfeed feature in navigation and through Tenant Administration.
Instead of using these features, we recommend using Team News, Communication Sites, and/or Yammer.
How does this affect You?
The public newsfeed is much like a public blog, or “microblog”. Anyone who sees your post can reply to it. People who are following you see your post in their Following view as well as in their Everyone view. People not currently following you see your post only in the Everyone view of the newsfeed.
Beginning in June 2018, the public newsfeed will be set to read-only for existing organizations and the option to implement the Newsfeed capability will be removed for new Office 365 organizations.
Do You Use the Public News Feed?
If Not, don’t’ worry.
If Yes?
If you are using the public newsfeed, we recommend considering options such as Team News, Communication Sites, and/or Yammer. Check out the:
Additional information
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[post_content] => Watch a live demonstration of how the Procore-SharePoint 2 Way Document Synch connector works. Many people love Procore for field construction management and many companies standardize their collaboration and document management on Microsoft SharePoint.
The Problem with Teams Working with both Tools - SharePoint and Procore
Where do you keep your documents? Some teams use Procore and some use SharePoint. Now you can integrate the teams together by keeping one set of documents synchronized between both Procore and SharePoint with a connector created by Dallas consulting firm HingePoint.
The Solution: Procore - SharePoint 2-Way Document Synch Connector and API Integration
Watch the video demo that shows you in real team exactly how fast the synchronization between Procore and SharePoint works.
The Demo Shows You How:
1. Upload a file to SharePoint
2. See the file synch in real time to Procore
3. Upload a file to Procore
4. See the file update in real time on SharePoint
5. Rename a file on SharePoint
6. It renames the file on Procore
7. It updates the version number and meta data of the file after any action
8. Rename a folder on Procore or SharePoint and it updates in both systems
9. Delete a file from either SharePoint or Procore and it is deleted in both systems
Note - You can't loose any data! All tracing and tracking of changes takes place in both Procore and SharePoint. Any deleted files are in the Recycle Bin of both Procore and SharePoint
This is a great solution for:
1. Data migration - to move data between platforms
2. Back ups - back up a copy of all files on SharePoint from Procore
3. Integrate 2 teams that use both platforms, and know you always have the latest version of all documents
Learn More About Procore Integration Options >>Visit the Procore Marketplace and learn about all the Procore Integration products >>
About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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[post_content] => Construction managers will learn how to use SharePoint online out of the box tools to manage all their critical project data. We will show in the video demonstration how to:
Manage all your new projects estimating is bidding on in one SharePoint list
Hand off new projects from Sales to Operations after the deal closes
How Construction managers can see all their project data in one SharePoint project dashboard
How to assign project team resources such as Project Managers, Superintendents and other team members automatically with automated email notifications
The Benefits of SharePoint and Office365 to Construction Managers?
Store all the projects in one simple location. no more scattered project data
Speed up the hand-off process for new projects, no more forgetting to tell the team about the new project
Automate notifications and project information as it goes out to new team members - no more errors and omitting people from the project communications
Eliminate wasted time in communication project information - it is automatically sent out to everyone
Works on Mobile for field teams and field-to-office collaboration with construction job sites
The 7 SharePoint Lessons in the Demo Video Are:
Create a SharePoint site for Construction Projects
How to Create a New Construction Project set up form in SharePoint
Track new construction bids and estimates coning from business development
Create automated email notification in Office365 from Estimating to Operations
Construction Work log Dashboard of all active projects
Assign Senior Managers, Project Managers, and Superintendents and notify everyone in real time
Constructions teams manage and update their project data to everyone knows accurate status
We will give you step by step instructions and you can watch the steps in the video below:
Step 1 - Create a Construction Management Site in SharePoint
We like to create a nice SharePoint site for the construction team, where they can easily manage all their projects. A good intranet page for the company can be used as the starting point for construction projects. On the screen below you see a link on the home page to all the Projects. This links to a site for both estimating to track pending jobs and construction managers to track active projects. This example is built in SharePoint online with a communication site template.
When you click on Projects image, you link to the Work log site here:
Step 2 - Estimating and Bidding Construction Project SharePoint List
Sales, estimating, and bidding can work on all prospective projects here. You can create a new project data list in SharePoint. Manage key metrics that drive business such as
Track new construction projects
Manage key revenue and client information
Notify construction and field teams of new projects that are starting or pending
Automate project hand offs between estimating, contracting and construction management
To get there Click the New Project Setup link:
That links you to this SharePoint List of all pending projects or New Construction Projects. Use this information to coordinate and plan team resources and who will be key resources on the projects. When resources are scarce and teams are busy, it is not easy to find the right leaders for all the work coming up in the pipeline.
Step 3 -Track Pending Construction Projects
We demonstrate here all the data we track for a construction project. You configure any data your company needs in your SharePoint List. From the navigation bar you can do the following items with the project data:
1. Search all the construction jobs, by data field
2. Log a new job
3. Quick Edit allows you to edit all the project data all at once. Many users love this feature.
4. Flows - allows you to make "code-less" workflows in SharePoint Online, so no real code needs to be developed
To start a new construction job clink the New Button. See the form pop up below you fill in:
For Construction these are some recommended data fields you may want to track. You may add more or less, depending on how much info you like to collect. Typically we want the "minimum" amount needed so we don't slow down or over burden the construction teams with data entry and data management. Just the key metrics to make sure we are:
On Schedule (this is everything in construction. Typically if you can stay on schedule, things are going well).
On Budget (everyone wants to know if we are on budget and who's been paid)
Recommended Construction Project Data
Project Name - create a good consistent naming scheme that will allow you to search and sort on projects
Project # - get a good numbering scheme, one that ties to customers, projects, and financials
Job Address - a location you can later use to plot on a map
City/Zip
Owner Entity - owner of the project
Customer
Customer PO Reference # - authorizing document from accounting and client
Customer Contact
Contact Email Address
Contact Address
Contact City/Zip
Project Billing Date - we like to have a day the client committed to getting billed, and payment terms
Booking Date - date project closed the sale
Start Date - the date the client wants to start
Completion Date - day project ends or is planned to end
Division - if you have divisions in your company
Job Type - we like to have categories of projects (small, medium, large. Or; software project, constructions project, marketing project)
Billing Type
Architect - who was the architect of the solution
Job Size - some clients like to sort on job size
Contract Amount (Pre-Tax) - total revenue
Estimated Profit - make sure your plan for profitable work before it starts
Full Time Supervision - does the project need full time or part time attention
Project Difficulty - some clients rank projects on difficulty, either we need senior resources or junior resources, or a tough client
Client Interaction - client notes
Estimator - person that estimated the job so we can validate any assumptions they made on the job
Does this article seem like a lot of work? If you want us to walk you through it in a meeting, click the Get SharePoint Help button and Request a Meeting
Step 4 - Email Notifications
Outlook Email is a great way to quickly share project information. SharePoint can send a "notification" email to anyone you want when you "trigger" that notification within SharePoint.
In this video demo, estimating sold a project and wants to notify construction teams about the new job. We walk you through a series of emails where we:
Notify the construction manager of the new job
The manager "confirms" they know about it
Manager gets a confirmation email with a link to all the project information
Estimating gets notified the construction team is ready for the kickoff
If you Click Save from the New Project Set Up Form this triggers Office365 to send an email notification.
The first email that goes tells management of the new job.
There is a Link to all the information about the project. See the sample email here:
All I have to do is click "confirm" button to respond from within my email inbox.
I get a confirmation message from SharePoint and it also sends me a confirmation email that lets me know that it was responded to.
Now estimating and construction know that the hand-off took place, we have record of it, and the next step is to schedule a kickoff meeting. You also get a confirmation email so you know for sure that they got your response and accepted the new project:
The estimator can meet with the construction project team to go over all the information on the job and collaborate on project planning.
Once you are assigned to the project, if anyone other than yourself edits any of the data, we set up a notification that will alert you to any changes so you don't need to have a meeting or loose any changes, you are always notified, in real time, and fully in the know of all information about your project. See a sample notification about changes to information here:
Step 5 - Active Construction Project Work Log Dashboard
Part of the workflow is to move the pending projects from Estimating over to Active projects on the Work Log for construction. We actually move all the data over to a new data SharePoint List called WorkLog. The project is also still back on the New Project List where you can delete it or treat it as an archive. Once it is active you want to notify all the construction team and they can click a Link back to the project to get all the information they need stored in one place in SharePoint. You can access the list from the Home Page under Manage Your Projects:
The image is linked to the Project Dashboard Work log of all active construction jobs on this new list here:
Step 6 - Automatically Assign and Notify the Construction Resource Assignment
From this screen the construction manger can assign key resources to the project. We show here how to hand-off and assign the resources of:
Senior Manager
Project Manger
Superintendent
As you assign people they get this email notification automatically.
Step 7 - Manage Construction Projects Daily from the Work Log Dashboard
Now the Project Manager can see all the data they need about the project, as well as the date it was logged. The PMs can now take over and do what they do best and start to manage the scope, schedule and budget of the project. As they plan the work and "work the plan" The team enters updates to the budget, forecast and actual hours, etc. If they click the link in the email they go straight to the source of the information in SharePointso everyone is on the "same page" with project information. We demonstrate how we set up a workflow that will notify the team members by email if there are any edits to the project information. This keeps everyone in synch, singing off the same song sheet, using the most up to date information. This is where the magic happens because SharePoint can elimiante a lot email and coordination meetings since everyone has accurate, up to date information, available from their phones, laptops, and any device, from any where. Here is a screen shot of what the Link in the mails goes to. A screen of all the project information in SharePoint.
Construction Management in the 21st Century using some simple tools in SharePoint and Office365 were shown in the video demo. We showed how to automate many of the hand-offs, email notices, and sharing of information through the construction job life cycle. The benefits you will receive may include:
Happy Construction Workers
Better relationships between the field and office and between estimating and project management
Less time wasted on busy work
Fewer errors because people had accurate information on jobs
Increased accountability between leadership and on the job teams
Improved communication because of fewer breakdowns in keeping everyone up to date with notices
Greater adoption of SharePoint and tools because they are easy and actually help people succeed
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[post_content] => You are about to learn the 7 SharePoint Online steps you can follow to automate your Project Management workflow in your company. We will show you a real world example and watch the live video demo to see exactly how you can implement SharePoint at your company to manage the projects and hand offs.
The 7 SharePoint Steps are:
Create a SharePoint site for Project Management
Create a New Project set up form SharePoint List
Track new projects and pending projects from sales
Create Workflows that automatically sends email notification to operations for hand offs
Create a Worklog SharePoint List for active projects assigned to Project Managers
Create Workflows that notify Senior Managers and Project Managers as they get assigned to be resources on the project
Let Project Managers and team members update the status of projects for the Project Dashboard
Watch the video demo now and read on below to see the Step By Step guide with screens shots demonstrating how to use SharePoint to manage projects.
This article walks you through a live demo of the HingePoint Work Log. It can be used to log and track projects for an entire company.
You can track and manage all your projects in two SharePoint list (database). One list is for New projects in Sales and once the project is approved it is moved to the second list for Active Projects in a Worklog.
Step 1 - Create a SharePoint Project Management Site
We like to create a nice SharePoint site for the users, so they have a good place to start and manage the entire project life cycle. For example, at HingePoint on our intranet home page you can access all the information you need on the job. See the link Icon to the HingePoint Projects that goes to the Project Dashboard. On this project home page you can access all the tools and data you need on the job. We use a SharePoint Communication Site template in this case with access to the New Project Set Up Form and data list as well as access to the Worklog SharePoint list and we also have dashboards built on top of the SharePointdata accessible here.
Then you click on HingePoint Projects and you arrive here:
Step 2 - New Project SharePoint List
Here we have a new project data list in SharePoint. This is where Sales or Business Development teams can track all the new projects that the company is working on and manage key metrics such as:
Track new projects
Manage key revenue and client information
Notify Operations teams of new projects that are starting or pending
Automate project hand offs between sales and operations
Click the New Project Setup Form:
You arrive here where this screen shot shows the backlog of projects pending form sales. This can be used to plan team resources and who will be working on what projects in the future.
Step 3 -Track new projects and pending projects from sales
On this screen we are tracking all the needed information about a project. You can set up any data you need in this SharePoint List. From the navigation menu you can do the following items with the project information from the top navigation tool bar:
1. Search all the projects to find any information you need (this is huge!)
2. Create a New Project (we show that in the demo video)
3. Quick Edit allows you to edit all the project data all at once. Many users love this feature.
4. Flows - allows you to make "code-less" workflows in SharePoint Online, so no real code is required
To start a new project go up here and press the new button. You can fill out this form of information:
Fill out the project data. Here is a list of the project fields we use:
SharePoint List Columns
A column stores information about each item in the list. The following columns are currently available in this list:
Project Name - create a good consistent naming scheme that will allow you to search and sort on projects
Project # - get a good numbering scheme, one that ties to customers, projects, and financials
Job Address - a location you can later use to plot on a map
City/Zip
Owner Entity - owner of the project
Customer
Customer PO Reference # - authorizing document from accounting and client
Customer Contact
Contact Email Address
Contact Address
Contact City/Zip
Project Billing Date - we like to have a day the client committed to getting billed, and payment terms
Booking Date - date project closed the sale
Start Date - the date the client wants to start
Completion Date - day project ends or is planned to end
Division - if you have divisions in your company
Job Type - we like to have categories of projects (small, medium, large. Or; software project, constructions project, marketing project)
Billing Type
Architect - who was the architect of the solution
Job Size - some clients like to sort on job size
Contract Amount (Pre-Tax) - total revenue
Estimated Profit - make sure your plan for profitable work before it starts
Full Time Supervision - does the project need full time or part time attention
Project Difficulty - some clients rank projects on difficulty, either we need senior resources or junior resources, or a tough client
Client Interaction - client notes
Estimator - person that estimated the job so we can validate any assumptions they made on the job
Step 4 - Workflow Automation
SharePoint is an amazing tool for automating the workflow between roles in a team, department, or between companies or clients. SharePoint can send a "notification" email to anyone you want when you "trigger" that notification within SharePoint.
In this video demo, Sales sold a project and wants to notify operations that there is a new project. So you will see a series of emails to people to keep them informed and give them the needed information for them to pass the baton like a relay race.
If you Click Save from the New Project Set Up Form this triggers Office365 to send an email notification.
If we check my email inbox you can see I just got a new project notification request for your input. This is basically an approval email that is coming from the sales team manager because he's the one who owns the workflow so a new project has been booked and the operations team needs to know about it.
There is a Link to all the information about the project. See the sample email here:
All I have to do is click "confirm" button to respond from within my email inbox.
I get a confirmation message from SharePoint and it also sends me a confirmation email that lets me know that it was responded to.
Now Sales and Operations know that the hand-off took place, we have record of it, and the next step is to schedule a kickoff meeting. You also get a confirmation email so you know for sure that they got your response and accepted the new project:
The sales and estimator can meet with the project team to go over all the information on the job and collaborate on project planning.
Once you are assigned to the project, if anyone other than yourself edits any of the data, we set up a notification that will alert you to any changes so you don't need to have a meeting or loose any changes, you are always notified, in real time, and fully in the know of all information about your project. See a sample notification about changes to information here:
Step 5 - Create a Project Dashboard Worklog with a SharePoint List for active projects assigned to Project Managers
WorkLog is automatically Set up on a new SharePoint List called WorkLog. The project is also still back on the New Project List where you can delete it or treat it as an archive. Here you can notify all the team and they can click a Link back to the project to get all the information they need stored in one place in SharePoint. You can access the list from the Home Page under Manage Your Projects:
The image is linked to the Project Dashboard Worklog of all active projects on this new list here:
Step 6 - Create Workflows that notify Senior Managers and Project Managers as they get assigned to be resources on the project
From this screen the operations manger can assign key resources to the project. We show here how to hand-off and assign a Project Manger, Senior Manager, and Super Entendent. As you assign people they get this email notification automatically.
Step 7 - Let Project Managers and team members update the status of projects for the Project Dashboard
Now the Project Manager can see all the data they need about the project, as well as the date it was logged and then you can enter your budget, forecast and actual hours, etc. If they click the link in the email they go straight to the source of the information in SharePointso everyone is on the "same page" with project information. We set up a workflow that will notify the team members by email if there are any edits to the project information. This keeps everyone in synch to the most up to date information and cuts back on having team meetings. Here is a screen shot of what the Link in the mails goes to. A screen of all the project information in SharePoint.
SharePoint + Email = Team Work
In this demo we have automated much of notifications and manual steps in pushing projects through sales, estimating, over to operations and down to assigning Project managers and staffing the project. Almost all of it was automated. The benefits you will receive may include:
Happy Employees
Better relationships between sales, estimating, and operations
Less busy work
Fewer errors
Increased accountability
Improved communication
Adoption and fans of SharePoint and Project Management tools
[post_title] => 7 Steps to SharePoint - Project Management Automation and Workflow Video Demo
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[post_content] => “Many companies spend more time looking for the right data than actually making decisions based on the information they have. Think about the last project you had and how much of your effort was placed in finding the right information.” -Bryce Finnerty (HingePoint CEO and Founder)
Microsoft responded early to the coming age of data overload.
SharePoint was created to manage your documents at your company.
If you have a large organization (like a construction company or commercial real estate firm) and you're managing your documents without a system like SharePoint Online (in Office 365), your documents are probably unorganized, in a variety of systems, and difficult to find.
Storage systems like Dropbox and Google Drive do work very well for some. However, they are far from ideal when your company needs to share files and collaborate efficiently across different departments, or externally with contractors or vendors.
Not having a document management system or the collaboration tools to keep everything organized and secure will end up costing you in the long run. What you need is a document management system that will place your files in a hierarchy. Microsoft Office 365 has a built-in document management system... it's called SharePoint Online.
Finnerty says that if you get the right SharePoint consultant who knows document management, the information you need is organized and at your fingertips: “This dramatically increases productivity. You can make decisions faster with the right information easily accessible."
First 5 Reasons to Use SharePoint Document Management (per Microsoft)
Microsoft says you can do the following with SharePoint:
Store, organize, and locate documents.
Ensure the consistency of documents.
Manage metadata for documents.
Help protect documents from unauthorized access or use.
Ensure consistent business processes (workflows) for how documents are handled.
We See 5 More Top Benefits of SharePoint Document Management:
Security: If you are managing by email, then chances are good that you’re blasting your company with sensitive information. Management by email is not only cumbersome and ineffective, it’s also not secure. From a security perspective, it’s a lot safer to leave important documents behind a firewall where employees can get it when they need it, instead of sending it through email.
Single Sign-On: SharePoint is also great at giving you access to all the apps you need with one sign-on. Instead of continuously signing into different systems and software, SharePoint is your single sign-on.
Version History: Again… if you’re managing by email, there is a better way! Another thing that SharePoint can really help with is version history. Sometimes in corporate environments, a document will be emailed back and forth and it gets difficult to determine which is the most up-to-date version. With SharePoint, you can check out documents, have employees edit them, and then check them back into SharePoint.
Automation: According to Microsoft, a SharePoint workflow is like an automated flowchart that takes a lot of the labor, guesswork, and randomness out of standard work processes. SharePoint can ensure employees have the appropriate approval to access and edit the document, removing the guesswork from employees.
Easy Team Collaboration: It's easy to work on projects when the documents your team needs are in one place. Microsoft even says that SharePoint lets you "Collaborate effortlessly and securely with team members inside and outside your organization, across PCs, Macs, and mobile devices."
Managing Data with SharePoint Will Transform the Way You Do Business
“As I talk with organizations around the world, it is clear they are not coping with the explosion of digital data – and that manifests itself as employees struggle to find and act on the information they need,” Microsft CEO Satya Nadella recently said.
Ask yourself these 3 questions...
Are you managing your entire company from a spreadsheet?
How do you plan to grow your business with those document management tools constantly changing?
Does your SharePoint work the way you want it to?
If you properly implement SharePoint, it will transform your company’s productivity:
Employees will be more efficient
You’ll have better access to your company’s data
You’ll be able to better report on key metrics.
HingePoint’s custom SharePoint consulting, development, and integration services have helped many companies eliminate the pain caused by unorganized document structure. Those same customers have transitioned into a more organized, productive organization through automated workflows and easy-to-search information.
Use the tools large enterprises use - control your data with SharePoint
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[post_content] => Microsoft has officially released SharePoint hub sites and is gradually rolling them out to Office 365 customers.
The first announcement of SharePoint hub sites was last fall at Microsoft Ignite.
What is a SharePoint hub site in Office 365?
SharePoint hub sites enable you to organize your intranet by associating multiple team sites and communication sites together in SharePoint. Hub sites provide common navigational structure, look and feel, and search across associated sites. You can use SharePoint Online hub sites in Office 365 to organize concepts, teams, divisions, or resources throughout your organization, making it easier to:
Search across all associated sites
Discover related content, such as news and other site activities
Apply common navigation and branding across associated sites
SharePoint hub sites combine news and activities from your different associated sites and display the roll-up on the hub’s home page. This could potentially have a significant impact on the way you construct intranets and departmental sites within your organization. The association can be changed whenever you like, meaning that making changes to the organizational structure will be as simple as adjusting a setting.
Desktop SharePoint Hub SitesMobile SharePoint Hub Sites
Searching for content across the SharePoint hub
When you search from a SharePoint hub site, content on the current hub site, as well as content on any associated sites, is displayed in the results. Users searching for items will only see results for which they have access to. This feature greatly simplifies the process of managing what information users have access to.
FAQs
Q: When can I expect to see SharePoint hub sites appear in my Office 365 tenant?
A: SharePoint hub sites with begin rolling out to Office 365 First Release customers in the first half of 2018.
Q: Can I join one SharePoint hub site under another hub site?
A: No, you won't be able to join a SharePoint hub site to another hub site.
Q: Can a team site or a communication site be joined to more than one SharePoint hub site?
A: No. It will only be possible to join a site to one hub site at a time. It is possible to link to various unjoined sites in the top navigation. And it will be possible, within seconds, to join and/or unjoin a site as the business changes.
Q: Can a hub site replace my current organizational portal?
A: Hub sites are designed to let you dynamically organize closely-related sites, bringing together similar projects, binding related assets, and presenting common activity. Customers with portals that include customization beyond the web parts and extensions that the SharePoint Framework currently supports are likely to continue using the SharePoint publishing infrastructure, which continues to be fully supported in both SharePoint Server On-Premises and SharePoint Online.
Q: When should I use a team site? When should I use a communication site?
A: Your SharePoint team site lets you share content, knowledge, news, and apps with your group as you collaborate on a project. A communication site lets you tell your story, share your work, and showcase your product across the organization.
What's Next
We can't wait to start planning and constructing solutions with SharePoint hub sites in 2018. HingePoint believes hub sites will be most valuable in an intranet scenario because of the navigation abilities of cross-site collections that have been lacking in previous SharePoint versions.
If you're trying to customize SharePoint hubs to meet your organization's unique needs, we'd love to hear what you're looking to accomplish! Feel free to start a live chat with our solution consultant on this page, email us, or call us at (214) 301-0000 to get started today.
https://www.youtube.com/watch?v=ZgeYRrKB5U8
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About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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Construction Project Management: Stop Using Spreadsheets
Having and maintaining accurate, up-to-date employee data is crucial in the construction business.
If your business is rapidly growing (like so many other construction companies in the Dallas area where HingePoint is headquartered) and you’re onboarding employees, vendors, and contractors, accurate data on who your employees are and what they are working on is critical for success.
Although it sounds like a simple task, project management for construction companies can be quite challenging and lead to more serious issues if not managed properly.
The Spreadsheet Problem
Many of our clients in the construction industry previously used Excel spreadsheets to manage their financial data, employee data, project status, and assets. Some were using old versions of SharePoint with unorganized data. When working with software and older systems, data about employees are prone to be full of errors (out-dated and inaccurate).
The trick is to get up-to-date, accurate information out of your data management system instead of old, error-prone data.
Spreadsheets are great tools for handling smaller and more manageable datasets. But what happens when you start hiring 10, 100, or even 500 employees at a time while managing employee data in a spreadsheet or in multiple, unstructured databases?
It gets unmanageable - fast.
As your construction business grows, more departments need human resource employee data because more information is attached to each employee. And soon, just having the right name, address, phone number, and social security number across the enterprise become more challenging if you don’t have the right controls and organization.
If this data is in an actual spreadsheet, then anyone can enter and change data in that workbook.
(See: Why spreadsheets don’t manage big data sets well)
The Situation
For example, a manager could get access to a Human Resource spreadsheet with employee names and other important information. Let’s say the manager has an employee named Suzanne, but she likes to be called Suzy. The manager changes the data because they can and there are no restrictions preventing it.
But there is a big problem. Now the source data – the system of record – is not consistent/accurate.
Suzanne will be called different names in different versions of spreadsheets.
(Check out our FREE eBook on The Secret To Systems Integration: The System Of Record.)
Throw time in there, too. Perhaps “Suzy” is a contractor who is keeping her time in a spreadsheet that gets sent to her manager. The manager sends Suzanne’s hours and all contractors to Human Resources so they can get paid. The manager’s project data is being merged with HR’s data.
The problem is that we have two different names in the system. “Suzanne” and “Suzy”.
No VLOOKUP formula or Pivot Table is going to solve this. It’s going to take someone to manually go in and fix the data.
This might not seem like a big deal, but as the company grows, these smaller errors will multiply in other departments. Once this happens, the employee data cannot be trusted, and it will take a lot of manual work to fix the errors each pay period. The data problems can become so big that businesses end up just not trusting their data, causing a lot of rework, manual data entry, etc.
The Solution
A lot of construction companies we work with the hope that the software an IT company is going to install will solve the data problem.
Unfortunately, this just adds another layer of complexity to the original problem.
The problem that needs to be solved is how you're going to clean up your data, actually collecting it, and then showing it in a way that lets you see the data in a new light.
Ideally, you want to make decisions with information that automatically reports to you.
Seeing year-over-year and month-to-month views of data can quickly identify trends. With the right devices collecting the data and the right systems transposing it into information, humans can focus on making strategic decisions that will make their customers happy.
That is how technology should work. And that what HingePoint can help you acheive!
If you're looking to solve your company's HR and Project Management employee data problem, we'd love to hear what you're looking to accomplish! Feel free to start a live chat with our solution consultant on this page, email us, or call us at (214) 301-0000 to get started today.
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About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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With the seamless integration of Office 365 and SharePoint Online, Microsoft has breathed new life into SharePoint, one of the most used platforms for collaboration, document management, team collaboration, IT support, web portals, project management, financial reporting, forms routing, and much more. The problem is very few companies take the time to maximize what Office 365 can do!
SharePoint Online improvements over the last year include upgrades that drastically impact users in terms of transporting cloud-based Office 365 capabilities onto the SharePoint platform. HingePoint identifies a few improvements we use to get the most out of Office 365 and SharePoint.
The ability to leverage Office 365 Groups, which deliver a means of group communication, is a solid alternative to popular messaging applications, such as Slack. Using Groups gives your team the ability to view, edit, share all group files, view and schedule group meetings with ease allowing for better communications among team members. Read more about Microsoft Teams here.
Using Microsoft Planner to your company’s teams or groups to create multiple task lists associated with different projects or daily to-dos. Microsoft Planner has many of the same filtering capabilities as SharePoint lists, so it is a niche replacement for tools that previously had to be built from scratch or customized from other list templates. Read more about Microsoft Planner here.
The new workflow capabilities of Microsoft Flow feature code-free interaction with hundreds of third-party services such as Salesforce, Zendesk, Facebook, Twitter, OneDrive, SharePoint, Microsoft Dynamics, and more. Microsoft Flow puts real power in the hands of regular users by easily connecting and automating services vital to your business.
SECURITY: Limit who, outside your organization, gets to see your content. Granting external access in SharePoint Online is a breeze and no longer a time-consuming inconvenience. Simply connect a Microsoft account to their company e-mail or create guest links to give users access to folders, individual files, and sites within your environment. Don't want anyone with a gmail account to have access, no problem! Share your content with a specific group of people in your organization by setting permissions through Active Directory Security Groups. Use policies that will allow or block certain user behavior (such as documents with credit card info or employee salaries). Create a policy that blocks people from sharing that kind of information between one another.
A new layout that includes rich text, images, videos, news, highlighted content, customizable dashboard, and recent site activity allows for a more mobile-friendly content display. Mobile SharePoint access used to be a nightmare due to the lack of responsive You can now access SharePoint from anywhere and communicate with your team remotely to get more work done with ease.
Embedding Power BI reports to a SharePoint page - display charts, dashboards, reports, KPIs, etc. on your SharePoint site to make the information readily available to users. Additionally, the analysis/metrics tools are now available within the program instead of having to import them; so significant time is saved on importing data from other sources.
We have guru developers and architects that have ALL the Microsoft certifications. Create your own Web Parts, .Net, Office365 APIs, SharePoint Online and Integration with Microsoft Exchange, Active Directory (AD), and SQL Server.
If you properly implement SharePoint, it will transform your company’s productivity. Employees will be more efficient, you’ll have better access to your company’s data, and you’ll be able to better report on key metrics. HingePoint’s custom SharePoint solutions have helped many companies struggling with unorganized data and manual, multi-step processes. Those same customers have transitioned into a more organized, productive organization through automated workflows and easy-to-search information.
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About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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[post_content] => In this video demo we show you how we coded a SharePoint App Management Console that allows users to configure the API integration between SharePoint Document Libraries and Procore Document Modules for your projects.
We walk you through the following steps in a demo:
1. You start at the point after you have installed the custom Management Console App in your SharePoint site as a custom App.
2. You start with a blank fresh Document Library in SharePoint that is empty
3. You access the Management Console from the SharePoint left navigation
4. We will provide you instructions on how to Authenticate the APIs with the Tenant ID for the API connector
5. Your Company ID in Procore
6. Your ProcessChildID in Procore
7. The ProcoreSecret Id - the secret token to get the APIs to talk to one another
Once Procore can talk to SharePoint we then set up each of your projects by:
1. Enter the Project ID
2. Documents List of data
Then you go to the Management Console where you can:
1. Edit the Project Set Up
2. Delete a project once it is complete or no longer needed
3. Activate the Sync - to start the job to synchronize the files
4. Deactivate the Sync - to temporarily pause to stop the job
5. Manual Sync - wakes up the connector if it stopped due to a service outage or you suspect it isn't talking, you can kick it off here
These are all good tools for testing the sync. Watching the video you will now see the the files move over:
1. Folders
2. Files
3. Meta data about each folder and file
In this example we watch SharePoint doucments move over in real time.
It works very fast, as fast as Procore and SharePoint will allow the API to push data it is queuing up date to migrate over.
How it Helps?
1. We can back up Procore in SharePoint
2. We can automate data migration between Procore and SharePoint
3. We can automate project set up from SharePoint to Procore
If you want a live demo or to test the application contact us or visit our site to learn more and schedule a demo.
Learn More About Procore Integration Options >>Visit the Procore Marketplace and learn about all the Procore Integration products >>
About HingePoint
HingePoint offers cloud and mobile applications for construction and real estate that are easy to adopt and employees love. Specializing in the systems that run the construction and real estate business including SharePoint, Salesforce, Procore, MS Dynamics, and Autodesk. Scale and grow profitably with Financial and Project Management Dashboards, document management, and workflow automation for field to office collaboration.
HingePoint
8105 Rasor Blvd.
Suite 241
Plano, TX 75024
(214) 301-0000
www.hingepoint.com
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In Quarter 2, 2018, that is April – June 2018, there were many Microsoft Office 365 and SharePoint Online update. HingePoint wants you to know what they are. We will summarize the big releases for you here and how they might impact you.
Latest Microsoft Upgrades in 2018
When you click on Projects image, you link to the Work log site here:
That links you to this SharePoint List of all pending projects or New Construction Projects. Use this information to coordinate and plan team resources and who will be key resources on the projects. When resources are scarce and teams are busy, it is not easy to find the right leaders for all the work coming up in the pipeline.
1. Search all the construction jobs, by data field
2. Log a new job
3. Quick Edit allows you to edit all the project data all at once. Many users love this feature.
4. Flows - allows you to make "code-less" workflows in SharePoint Online, so no real code needs to be developed
To start a new construction job clink the New Button. See the form pop up below you fill in:
For Construction these are some recommended data fields you may want to track. You may add more or less, depending on how much info you like to collect. Typically we want the "minimum" amount needed so we don't slow down or over burden the construction teams with data entry and data management. Just the key metrics to make sure we are:
All I have to do is click "confirm" button to respond from within my email inbox.
I get a confirmation message from SharePoint and it also sends me a confirmation email that lets me know that it was responded to.
Now estimating and construction know that the hand-off took place, we have record of it, and the next step is to schedule a kickoff meeting. You also get a confirmation email so you know for sure that they got your response and accepted the new project:
The estimator can meet with the construction project team to go over all the information on the job and collaborate on project planning.
Once you are assigned to the project, if anyone other than yourself edits any of the data, we set up a notification that will alert you to any changes so you don't need to have a meeting or loose any changes, you are always notified, in real time, and fully in the know of all information about your project. See a sample notification about changes to information here:
The image is linked to the Project Dashboard Work log of all active construction jobs on this new list here:
Construction Management in the 21st Century using some simple tools in SharePoint and Office365 were shown in the video demo. We showed how to automate many of the hand-offs, email notices, and sharing of information through the construction job life cycle. The benefits you will receive may include:
Mobile SharePoint Hub Sites
As your construction business grows, more departments need human resource employee data because more information is attached to each employee. And soon, just having the right name, address, phone number, and social security number across the enterprise become more challenging if you don’t have the right controls and organization.
If this data is in an actual spreadsheet, then anyone can enter and change data in that workbook.
(See: Why spreadsheets don’t manage big data sets well)
