Scheduled Syncs

Scheduled syncs allow you to set up automatic syncs, so you don't have to manually perform the syncs. You can set a time and date for the type of information you want updated from push or get data sync options. You can do a one-time sync or set up recurring syncs to get up-to-date costs or man-hours.

To use the sync features in Control, you must first select Control with confirmation in Global Options. For more information, see Cost item integration behavior.

To schedule syncs, you must first configure them for your organization in Application integrations. You can open Application integrations in Main menu > Suite administration > Application integrations.

The available sync types are:

  • Push CBS structure

  • Push CBS structure and Budget

  • Push CBS structure and Live forecast

  • Push CBS structure and Actual quantities

  • Push CBS structure, Budget, Live forecast and Actual quantities

  • Push Pay item

  • Push Billed revenue

  • Push Forecast revenue

  • Get Quantities

  • Get Actual cost and MHrs

  • Get Billed revenue

For more information about push and get functions, see Push and Get Actions.

Sync integrations

To start scheduling syncs, go to the Sync integrations tab in the Control Project settings. You can add syncs by selecting the Add sync schedule button. You can schedule all your syncs for the project at one time.

There are five required fields you must fill out in order to schedule a sync.

  • Sync type

  • Time zone

  • Start date

  • Time to run sync

  • Repeat

Sync types lists all available push and get syncs.

The Time zone is where you select which region's time zone you are in.

Start date functions similarly to selecting a start date for a project. You cannot select to start a sync from a day in the past. The scheduled sync starts at the current day by default unless you select otherwise.

You can only select start times in 30 minute increments.

The Repeat section is where you select how often a scheduled sync repeats. You can choose to have the sync repeat daily, weekly, monthly, or never depending on your preference. You can end the schedule syncs on a certain date or end after a number of occurrences.

For daily syncs, select how often you want to repeat the sync or when you want the reoccurring syncs to end.

For weekly syncs, select which days the sync repeats on as well as when you want the sync to end.

For monthly syncs, select what day in the month the sync repeats and when you want the sync to end.

After you click Add, the sync appears in the synch integrations tab.

You can edit syncs or delete them using the Edit and Delete buttons on the right of the sync data box.

When you want to perform manual syncs for certain type of data, you can use the Push or Get action. For more information, see Push and Get Actions.