Integration Documents

To get the most out of InEight solutions, refer to the following integration guides.

This document describes how to set up a task template in InEight Compliance or InEight Completions to leverage the pinned task feature in InEight Document. Tags are defined to capture specific data sent from Document to fill in the task details.

This document describes the process for enabling the integration to transfer and upload the PDF version of Compliance or Completions forms to InEight Document.

This document describes how you can set up a form to create an issue from within Compliance and integrate that information to create an issue line item in InEight Change. Tags define which information is sent to Change to fill in the issue details.

Organizations require certainty when it comes to the financial performance of project execution. This can be required to determine profitability for general contractors or the total cost of delivering and funding an asset for owners. Projects teams are frequently left to invent data structures and processes based on previous experience and project data is often isolated in spreadsheets or point solutions and not available for portfolio level benchmarking.

The InEight solutions provide an integrated and connected platform that enables standardization of processes around project cost performance and collection of data. This structured approach enables collection of portfolio data in such a way that allows for efficient collection and insight.

This document outlines considerations and recommendations for the preparation of a project budget for implementation in InEight Control. It also covers several specific configuration options when publishing the project budget from InEight Estimate to Control. It is intended to assist with the preparation of standard operating procedures for the preparation of budgets for use with InEight Control.

This document focuses on Control’s Estimated Actuals to let you real-time progress quantities, man-hours, equipment hours, and cost in Control’s Cost Breakdown Structure. You canview also generate estimated cost, man-hours, and equipment hours from quantities claimed in Control. This feature lets you accurately forecast earlier in the project lifecycle.

You can also generate estimated costs based on quantities claimed in Control and InEight Progress or InEight Plan. When a daily plan is approved in Progress, the estimated hours and costs from the timecard flow into Control as an estimated actual value. This is important because it lets you see real-time progress information in the field.

This document explains the process for importing cost items from an Excel file into the Master or Estimate cost breakdown structure.

This document provides guidance and requirements for the settings in the Estimate job file, the Cloud Platform and Control product to successfully publish data to Cloud Platform and Control. Details are included for both the Publish to a New Project and Publish to an Active Project (Selective Import) processes. It is important to note that some settings will produce an error on import if improperly configured and others may result in a partial import. Validation of the imported data in Cloud Platform and Control is always recommended prior to budget lock or setting the project as active in Control.

Benchmarking is used to validate an estimate’s cost and productivity values by comparing them to relevant historical data, which includes past projects. These comparisons give you a better understanding for what factors you can optimize, help you implement best practices, identify problem areas, expose any deficiencies, and ultimately help you continuously improve job estimates.

The purpose of this document is to detail the steps to create an integration between InEight Compliance and InEight Change to use the available tasks in Change using a specific example. For more information about setting up a Compliance task to use in Change refer to the Compliance and Change knowledge libraries.