Integrate systems with Smart Build Insight - HxGN Smart Build - 4.0 U10 (4.0.10) - Training

HxGN Smart Build Insight Training

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You can share data with a third-party estimation software or a project management software. However, currently, Smart Build Insight only supports sharing data with Primavera P6, Smart Build Controls, and TruView. You can integrate with one or more systems that the project needs to share data with. For example, your project might share the planning data from Primavera P6, project controls data from Smart Build Insight, and construction site scan data from TruView.

In the following labs, you will learn how to connect to integrate Primavera P6 with Smart Build Insight.

Create an integrating system

  1. On the hamburger menu, click Administrator Settings > Integrations.

  2. Expand Planning, and click ADD.

  3. Select or enter the following:

    • Name - Training Project Integration P6

    • Description - Training Project Integration P6

      SHARED Tip Add your name as a prefix or suffix so you can quickly identify it.

    • Integration System - P6

    • Service End Point URL - [URL or site link]

    • Authentication Type - Basic

    • Username - [Your username for P6]

    • Password - [P6 account password]

  4. Click ADD.

    You've successfully integrated P6 with Smart Build Insight. In the next lab you will learn how to connect a Smart Build Insight project with P6.

Connect your project to the integration system

  1. On the header bar, expand the Projects list and click MANAGE PROJECTS.

  2. Select the Training project and click Options > Edit. In the Integrations section, click ADD.

  3. In the Add Integration dialog box, choose what you are integrating with from the following options:

    • Integration Type - The type of system you want to connect the project to. For example, Smart Build Insight can integrate with P6, TruView, and Smart Build Controls.

    • Integration System - The specific instance of that system that relates to this project. For example, your company might have several progress systems, and all of them are integrated with Smart Build Insight. Here, you choose the system that has the schedules related to this Smart Build Insight project.

  4. Provide the details of your P6 project that needs to connect to the system.

  5. Click ADD and SAVE.

    Now the P6 integration has been added to your project.