Publish to Platform project

When you are ready to publish the estimate, confirm that the project in Platform has the following settings:

  • Phase - Execution

  • Status - New

Publish estimate to a new project

To initialize a new control budget, publish the job in Estimate to become the project budget in Control, click the Publish Estimate to a New Project option in the Integrations tab.

When you publish an estimate to a new project, all cost items, pay items, and change orders that may already exist in the project are removed.

When the integration process is successful, you receive an Import Success email.

Publish cost items to an active project

After an estimate has been published and progress is being tracked against a budget, it’s not uncommon for new scope to be added to a project as the work progresses.

You can estimate the cost of this new scope using Estimate, and then publish the newly estimated costs to a project in execution by using the Publish Cost Items to Active Project option.

Prior to publishing the cost items, change the status of the Platform project to Active.

Unsuccessful imports

When there are errors during the import, the import is unsuccessful. An InEight Notification email is sent to you with a link to view the list of errors. Click the link shown under Summary to view the list of errors. You can also access the App Logs in Estimate > Integrations > App Logs.

Examples of failed import causes are:

  • When a resource has more than 11 characters in front of the decimal. Cloud Platform only accepts 11 numeric character places before the decimal, and 11 numeric character places after the decimal.

  • An account code assigned in Estimate that is not in the corporate list in project suite. The full import might fail because there is nothing to roll up into the account code.

To access the app logs, you must have the DevOps Admin role.

After resolving errors, you can republish the estimate. Republishing the estimate also removes all cost items, pay items, and change orders that were imported previously.