Connect a project to an integrated system - HxGN Smart Build - Version 5.0 U3 (5.0.3) - Help

HxGN Smart Build Insight Help

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  1. On the top bar, click the Projects list, then click Manage projects.

    If your company has lots of projects, use Search and Show to find the one you want.

    When your company has many Smart Build Insight projects, we know it can be hard to find the one you want. To help, use the Search and Show boxes, alone or together.

    Search for a project based on project info

    • Start typing one of the following in the Search box:

      • Smart Build Insight ID for the project

      • Name of the project

      • Building type the project is for

      • City or state that the project is in

    As you type, the list of projects is narrowed down to those that match.

    Wildcards and partial text within a value are not supported. For example, to find a project named Quantico Bridge, you must begin typing with Q. You cannot, for example, find the project by typing Bridge or *Bridge.

    Filter the project list based on status or your permissions

    • Choose a filter in the Show box:

      • My projects - Only show the projects that you are a member of

      • All - Show all your company's projects (remove the filter)

      • Active - Only show your company's active projects

      • Archived - Only show your company's archived projects

  2. On the project card, click Options > Edit.

  3. In the Integrations section, click Add.

  4. In the Add integration dialog box, choose what you are integrating with:

    • Integration type - The type of system you want to connect the project to. For example, Smart Build Insight can integrate with Autodesk Construction Cloud - Docs, TruView, and EcoSys systems.

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

    What systems can I connect the project to?

    You can connect your Smart Build Insight project to:

    • A system of any integration type that an administrator has set up for your company's Smart Build Insight application

    • One system of each integration type, even if that system is already integrated with another Smart Build Insight project

  5. Depending on the integration type that you chose, Smart Build Insight displays Project ID, Project name, or Site group name options. Click the arrow Chevron right new on the displayed option.

  6. Select the necessary project or the site group from the list.

    • If you are unable to select a project, that means it is already connected to one of the Smart Build Insight projects.

    • For some integration types, you might need to enter additional connection details. What details are needed differ for each integration type, and the specific details you enter differ for each integration system within that integration type. If you don't have those details, ask an administrator for that system.

  7. After making your selection, click the back arrow at the top of the dialog box.

  8. Click Add to complete the connection.

    You've successfully connected your project with the integrated system.

  • When connecting a project to TruView, you must also choose the site group that the project uses.

  • If you have integrated both EcoSys and Primavera P6 EPPM with your project, you must first select an existing EcoSys project and integrate with it before clicking Retrieve from P6 or Publish to P6 from the Scheduling feature.