SYNCHRO CONTROL AND FIELD

SYNCHRO: Control and Field

Course Overview

Course Description
Welcome to SYNCHRO Field & Control Getting Started course. In this course, you will cover the core
functionalities of SYNCHRO Field & Control to enable end users, administrators, and other project
stakeholders to use SYNCHRO Field & Control to gain access, manage, collaborate, and analyze
construction data in the cloud, in the field, and in the context.
This course is designed to be an interactive learning experience. You will be introduced to each topic
with a description of the function and corresponding user interface. Detailed exercises give you step‐
by‐step instructions.

Target Audience
This course is intended for those that have little to no experience in using SYNCHRO Field & Control.

Course Pre-requisites
• Familiarity with windows‐based applications and mouse functions.
• Basic understanding of windows operating system.
• Basic understanding of internet browser
• SYNCHRO Control License (Includes SYNCHRO Field access)

Course Objectives
After completing this course, you will be able to:
• Create project in SYNCHRO Field & Control
• 2D & 3/4D workflows
• Manage users
• Creating and adding an iModel
• Create forms for field data collection
• Create and complete tasks
• Upload, access, and manage documents
• Connect to other document repositories
• Create and Revision Plan sets
• Redline/Markup PDF documents
• Geolocate PDF layers on the map
Create Inspections for data collection

• View and create lookaheads in the schedule Section

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• Create work packages

• Status updating in the Field App
System requirements
SYNCHRO Field requires an iOS (10.3) or Android (6.0.1) device
SYNCHRO Control is tested in, and officially supports, the following:

• Safari
• Chrome
• Internet Explorer 10.0 or better
• Microsoft Office 2013/2016 32-bit, 64 bit or Office 365
• Adobe Acrobat

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SYNCHRO Field & Control Overview

SYNCHRO is a complete portfolio of integrated software and
services for digital construction management.
It’s about time

In the field, In the cloud, In context

Construction happens in the field. You need applications designed for the field, not spreadsheets
andPDFs in the office. With task and model-based digital workflows and model, map, or list views, all
accessible via an app or a web browser, everyone has access to the information they need and where
they need it.

SYNCHRO Field

A mobile construction management environment to communicate up to the minute information from

the jobsite, even when offline. SYNCHRO Field is the solution to managing projects from the
construction site. By capturing accurate, real-time data with highly efficient geo-located map and
weather services, the entire team will gain insight and communicate effectively to drive field
productivity.

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SYNCHRO Control

One place to access, manage, collaborate, and analyze construction data. Connecting field and office
staff with real-time data from design to construction
Using SYNCHRO Field & Control, construction teams can manage data and deliver projects more
efficiently and improving the use of the data to optimize decision-making, resourcing, and
profitability.

Introductory Knowledge
The following questions are designed to pre‐test your knowledge of industry terms and concepts
presented in this course. Detailed answers to each question are provided on the following page.
Questions
1. What button is implied on the mouse when you are instructed to Click?
2. What is an internet web browser?
3. What do you select when you are instructed to launch an internet in your computer?
4. When given the instructions to navigate to a folder, what does that mean?
5. What does the acronym “RFI” stands for?

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Answers
1. Typically, standard mouse procedures require a user to click the left mouse button to initiate an
action.
2. A web browser is a specific program that allows a user to access and display web pages in the
internet.
3. You will select, for example, Chrome, Internet Explorer, Safari, and many others.
4. To access an open a specific file, students are asked to use the Window Explorer function to locate a
file on a specific drive on a local or networked computer.
5. RFI stands for Request for Information. RFI is common acronym being used in the engineering and
construction industry.

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SYNCHRO Control

Section Overview
This Section introduces you on how to initially provision a project in SYNCHRO Control. It covers
registering a project in the web, deploying standard template, creating roles and administration of the
users. It will cover the screen layout of SYNCHRO Control homepage, along with basic functionalities
overview. Administrators and power users are expected to master this Section.

Section Pre-requisite
• Basic Microsoft Windows knowledge
• Knowledge of basic internet browser
• Access to Bentley CONNECT account

Section Objectives
After completing this Section, you will be able to:

• Create and provision project in the web

• Manage users & their roles
• Deploy standard template and manage template
• Launch SYNCHRO Control project homepage
• Understand the basic functions of the menus and able to navigate around the SYNCHRO Control
interface
• Access and manage existing projects
• Add project to favorites

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Project Creation -Administration

Register a New Project & Upload Project Image.

• Create / Register a new project using right coordinates of the project location
• Upload the image of the project
1. Open URL https://construction.bentley.com in web browser.
2. The page will first redirect to Bentley IMS website for user authentication.

3. Login with your Bentley connect credentials. If you forget your password, select Forget password?
This will allow you to reset your password. For new user, you may create your Bentley profile by
clicking the Register to take you to the user registration process.
4. After successful login, SYNCHRO Control home page opens which lists all your recent projects under
My Projects.

5. You will have the choice to Register a demo project or Register a project. Click on the Register a
project button which is on right top corner.

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Note: Demo projects allows users to test SYNCHRO Control functionality for 30 days from creation.
Demo Projects should not be used for real projects
6. Dialog box opens which has three step process.

7. Complete the Project information. Click on the + sign under Project location to select exact location
from interactive map. The weather widget in the project is based on this location.

8. Click on the Next button to go to next tab Pick Template.

9. Select the template for the project.

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There are options for the template:

Bentley project template : template provided by Bentley.

Organization project template : user custom template. This template is created by your organization.
10. For this exercise, select:
• Bentley project template | Standard construction template.
• Click on the Next button to go to next tab Configure Template.

11. Select items which you want to copy from project template & click on Register.

12. Once the project is successfully registered & all the items from template are copied, click on Done.

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13. Once you click the Done button, the Homepage for newly created project opens up.

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14. To upload a project image, go to SYNCHRO Control Homepage, where you can see all your projects.

15. Click on the select the three dots ( ) at right bottom corner of the project and select Upload
Project image.

16. Browse & select .jpg or .png file to upload as a project image.
17. Project image gets updated.

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Video: Create a Demo Project

Video: Create Control Project and Add Team Members

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Editing Project Details

1. To edit project information, open a project and select the Administration at the bottom left hand
corner of the project homepage

2. Select Manage Project Details.

3. The Edit Project dialog will appear. You may now modify the field in the dialog. Click Save when
complete

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Deleting a Project

1. To delete the project, open a project and select the Administration at the bottom left hand corner of
the project homepage

2. Select Manage Project Details.

3. The Edit Project dialog will appear. Select Delete at the bottom left corner of the homepage. The
project will be deleted.

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Project Homepage

Overview of the Project Homepage

Top Bar

Inside the Top Bar you will find,

1
SYNCHRO Control Home ( ) – The button allows users to go back to the SYNCHRO Control
home to view and access all projects available for the users.
2
Navigating to Other Projects – When you select the pull down, this lists all projects accessible to
the users. Star

( ) denotes for all the projects that are favorites.

3
Login Information – Displays the initials of the user logged in. At the far-right hand side of the
menu, at the pull down, user may access the user profile via View Profile and may also Sign Out
from the project.

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View Profile shows the user information that is registered to the system.

Help Link – show some help link.

Getting started : a pop-up window shows how to start SYNCHRO.
Communities : Link to Bentley Communities where all SYNCHRO users may communicate with
other SYNCHRO users and Bentley SMEs. In this link you can learn and answer other users’
queries.
New services request : Link to create a ticket to report if user found a bug.
What’s new : a pop-up windows list of new released features.

Feedback – link to share your idea.

This link will bring to Aha! webpage where you can submit ideas to improve SYNCHRO Control

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Project Name, Today Date, and Weather

Project Name and Location – Project name currently being accessed. See Weather below on how
to automatically populate the project location
Date – Denotes today date.
Weather – Automatically populated during the project provisioning, based on the latitude and
longitude coordinate of the project. Refer to Creating a Project for the detail on registering the
project coordinate location.

Sections
All the Sections available in SYNCHRO Control are displayed and accessible from the widgets at
the left-hand side of the home page.

1
Home – Brings users back to the project homepage.
2
My Task – Display tasks for the users to take action on.
3
Document – Access shared documents for the project.
4
Forms – Form are in two categories Field (Daily Log and Observation), and Office (RFI and Issue).
Forms can be created, viewed, or exported.
5
Inspections – View, create and export Inspections for the project.

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6
Schedule – View the project schedule and create visual lookaheads.
7
Planning – Create and access work packages for the project.
8
Dashboard – Display the project dashboard.

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My Recent Activity
My Recent Activity gives quick views of all recent activities performed by the users. Activities

include the daily logs ( ), Issues ( ), and RFI ( ). The unique activity number and when
the activities were last accessed are displayed, i.e. Issue #00029. Control also keeps track of the
status of the activities: Viewed and Modified
My Tasks

My Tasks displays all the tasks assigned to the user when they are logging into the system.
Similar to My Recent Activity, all tasks are listed and individually tagged with the Due date. Every

task can easily be differentiated by the symbol: The daily logs ( ), Issues ( ), and RFI ( ).

Any overdue tasks are tagged in red i.e. to get immediate user attention.
Create
Create allows users to navigate/jump to specific Sections: New Issue, New Site Observation, New
Daily Log.

Site Observation – Record/flag specific at site i.e. truck is blocking the way, rebar doesn’t have
rebar caps.
Daily Logs – Record information, incident, progress from each day at the job site.
Issues – Log and manage issues that arise in the project and prioritization of resolution.
RFI – Log and manage Request for Information in the project

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Project Summary

Located at the very bottom of the homepage, Project Summary displays the quick statistic of the
system. My work displays all the summary for the user. Project displays all the summary for all
users in the project.

Video:SYNCHRO Contol: Home Page

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Roles and Permissions

Control who has access to what data in SYNCHRO 4D Pro, Control, and Field. Roles may be
customized. To customize: in Control, select Administration > Manage your team, select the Roles tab

Select a Role to see the permissions. Select Admin Role.

SYNCHRO Roles have 6 elements :

• Access
• Administrator
• Documents
• Forms
• iModel
• 4D Scheduling
a. SYNCHRO Role – Access, this role give permission to user access to SYNCHRO applications :

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b. SYNCHRO Role – Administrator, this role to set permission for project administration.

Setup 4D project : Required to enable “Set up this iModel for scheduling service” to create a 4D
project for collaboration in Control. Users with this permission can also remove an existing 4D iModel.
c. SYNCHRO Role – Documents, this role has permission to set attach, remove and open/download
documents. Documents in SYNCHRO 4D Pro are currently independent of Documents in Control.

d. SYNCHRO Role – Forms, this role is to set permission for form definitions, and access to individual
forms.

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View: view existing form

Comment : comment on existing form, required view permission.
Create and Edit : create and edit forms, required view, and give comment permission.
Assign: assign existing form to other user, required view and give comment.
Approve: approve and close existing form, required assign, view, and give comment.
Full Access: full permission to form.
e. SYNCHRO Role – iModel, permission to administrate and read iModel

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f. SYNCHRO Role – 4D Scheduling, set permission for SYNCHRO 4D Pro.

More detail permission description in below:

NOTES:

• The user who created the Control project automatically has all permissions regardless of which role is
assigned.
• Only users with both Administration > Setup 4D project and iModel > Administrate iModel can create
a new iModel and enable the scheduling service in order to make it available to open in SYNCHRO Pro.
It is recommended to limit the number of users with these permissions in order to avoid someone
accidentally removing or overwriting the active 4D project
• Only users with all the 4D Scheduling permissions (Read/Write) may use File > Save As from SYNCHRO
4D Pro.

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• The settings indented under 4D Scheduling > Schedule are dependent on the setting for Schedule.
When set to Read/Write, all settings underneath is also Read/Write; when set to None, all settings
underneath is also None. When Schedule is set to Read, settings indented underneath can be edited
separately – for example, some users may have Read only permission for Schedule, Actuals, and
Assignments, None for Costs, and Read/Write for Resource status

The settings for Documents and Issues under 4D Scheduling relate only to those items in SYNCHRO 4D
Pro (desktop) and do NOT relate to the Constructions Issues (Forms) and Documents managed in
SYNCHRO Control (web)

Exercise to Create New Role

1. To create a new role, press Add role

2. Enter the Role name and Role description, example: Site Representation

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3. You may choose to Copy permissions from existing role as a starting point to create a similar role

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4. Edit the permissions under each heading.

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Some suggested roles and corresponding permissions are below:

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Assigning Team Members

1. If you did not do so when setting up the project, you must add yourself as a project user in order to be
able to open it from SYNCHRO 4D Pro. To do this, select Administration from the bottom left corner,
then select Manage your team

2. Select the Add Users button and type your email address

3. Select Admin for the Note that the user who created the Control project automatically has all
permissions regardless of which role is assigned.

4. You may continue to add additional users by typing their email in the top bar, then selecting a Role for
them. Select Save when finished adding users.

Video: User and Role Management

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Adding a Construction Schedule

Adding a construction schedule to SYNCHRO Control can be done creating or importing the
construction schedule into SYNCHRO Scheduler (Free) or SYNCHRO 4D Pro and exporting the schedule
out as an .sp file.
1. Go to Administration > iModel Importer and select New

2. Enter the project Name and browse or drag and drop the .sp file to the dialog

3. Check the box to “Set up this iModel for scheduling service”. This will create a connection with
SYNCHRO 4D Pro and set up a scheduling repository for collaborative workflows.

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4. Select Create. For a large .sp files it may take a while for the conversion to finish. After a the iModel is
created, you will see that it is marked Primary and 4D. Primary marks the first iModel
created. 4D marks the iModel where Set up this iModel for scheduling service is enabled and is the
iModel that will be opened by SYNCHRO 4D Pro.

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5. The status will be displayed for the iModel deployment

6. When the blue status bar stops moving and "Synced" is shown under the iModel name with a
timestamp, then it is ready to be opened in SYNCHRO 4D Pro.

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Documents
Section Overview
This Section introduces you to the access to the Document service in SYNCHRO Control.
Section Pre-requisite
• Basic Microsoft Windows knowledge
• Knowledge of basic internet browser
• Access to Bentley Connect account
Section Objectives
After completing this Section, you will be able to:
• Access document.
• Create a document folder and upload a document file.
• Navigate document, including viewing, document properties, downloading, moving items, deleting
items, restoring items, permanent deleting items, renaming items.
• Do MS Office integration
• Lock file
• Markup PDF
• Manage document folder permissions.Files and Folders

From the project homepage, select Documents. The system will automatically start the
authentication process to verify user login information to gain access to the document Section.

User will expect see the cloud connection icon ( ) to show up and will disappear when the
user is granted access to the document service.

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Creating a Folder

1. Inside the Document Section, to create a new folder, select + New button and select Create
folder

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2. Enter the folder name, then select Create

3. The new folder is created in the current folder

Uploading Files
1. Select a folder. Then select + New and Upload.

2. Browse to the document you want to upload. You may upload multiple files at once using Shift
and CTRL buttons.

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3. The document(s) is now uploaded to the document service repository.

Note: To view files as they are uploaded, select the Progress Indicator icon. The progress
indicator icon disappears when the files are uploaded

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Downloading Files

1. To download one or multiple files and/or folders, check all files and folders and select Download (

).

2. The system will prepare the download. When the file is ready, user may select the pull down (
) at the bottom left corner of the page. From the context menu, user may Open the file or view
the folder. The default folder for the download is in
c:/Users/<UserName>/Downloads/<FileName>. The System will automatically create .zip file
when user downloads multiple files. When the same file names exist, system will auto number
the file name to avoid duplicates.

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Moving Items

1. To move one or multiple files and/or folders, check all the files and folders and select Move (
).

2. Move dialog will appear. Select the folder you want to move the file(s) into.

3. Select Move to move the files and folders into the root of the folder directory or select +Add New
Folder to create new folder to move the files and folders into.

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4. The file(s) is now moved into the selected folder.

Renaming Items

1. Select a file or folder. Find the three dots on top of the folders, select the three dots ( ) to
open the context menu and select Rename ( ). Rename can only be performed one at a time.

2. In the Rename item dialog, type in new Item name. Select Rename. The file is now renamed to
new name.

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Office Integration

1. Clicking any office document will launch the online viewer. If user have a subscription with the
Office 365, user may edit the document online and print, and it will be automatically saved to
share.
2. Select an office document, i.e. .docx.

3. Edit the document online in browser. The edits are automatically saved into the repository.

File Locking and Unlocking

1. User may lock one or multiple files and/or folders. Select the files and find the three dots ( )
on top of the folders. From the context menu, select Lock files ( ). To lock only a single file, user

may also use the three dots ( ) on the right side of the file. From the context menu, select
Lock files ( ).

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2. When you select a file to lock, the locked file will be tagged with red checkout ( ) for your use
in the browser and in desktop.

3. When you select a folder to lock, all files inside the folder are locked and tagged with red
checkout ( ) for your use in the browser and in desktop.

4. To unlock the files, select the one or multiple files. Find the three dots ( ) on top of the
folders. From the context menu, select Unlock files ( ). To unlock only a single file, user may

also use the three dots ( ) on the right side of the file. From the context menu, select Unlock
files ( ).

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5. To unlock an entire folder, user must select all files inside the folder. Find the three dots ( )
on top of the folders. From the context menu, select Unlock files ( ).

Viewing File Properties

1. Select a folder or a file. Find the three dots at the upper right side of the page, select the three

dots ( ) to open the context menu and select the information Panel ( ).

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2. From the information Panel ( ), user can view the properties detail information on when the
folder or file is created and the Audit trail who created it and when.

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Deleting items (Move Items to Recycle Bin)

1. Select a folder or a file. Find the three dots on top of the folders, select the three dots ( ) to
open the context menu and select Delete ( ). User may check multiple files and/or folders to
delete the items at once.

2. Another method in deleting a folder or a file, user may select the three dots ( ) at the right
side of the checked folder or file page. From the context menu, simply select Delete ( ).

3. To delete all folders and/or files, user may check the box on the top of the folders and select the

three dots ( ). From the context menu, select Delete ( ).

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Deleting Items Permanently

1. Perform the deletion exercise to move the items into Recycle Bin ( ).
2. To permanently delete all folders and/or files, user will access the Recycle Bin

3. To permanently delete all or multiple files from Recycle Bin ( ), check all or multiple files and
select delete ( ).

4. To delete individual file from Recycle Bin ( ), check the file you want to delete and select the

three dots ( ) at the right side of the page. From the context menu, select delete ( ).

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Viewing and Restoring Deleted Items from the Recycle Bin

1. To view the deleted files, user may select the three dots ( ) at the top right side of the page.
From the context menu, select Recycle Bin ( ).

2. To restore all or multiple files from Recycle Bin ( ), check all or multiple files and select restore
( ).

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3. To restore individual file from Recycle Bin ( ), check the file you want to restore and select the

three dots ( ) at the right side of the page. From the context menu, select restore ( ).

Setting Folder Access

1. Select the folder & click on ‘set folder access’

2. In the set folder access dialog box, select the check box to set permissions based on roles

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Setting up a Desktop Connection (Share Sync)

Share Sync allows you to Synchronize files from ProjectWise Share to your computer. Using Share Sync
you can upload files to ProjectWise Share for project members to access, or you can access files that
have been uploaded to ProjectWise Share by project members.

1. Getting Started with Share Sync. Before you can use Share Sync, you must first ensure you are using
the most recent version of Connection Client, which is available from the Fulfillment Center.
2. Next, open Connection Client and select the gearbox icon. From the menu that displays, select
Share.

3. Select the Share tab at the top of the Preferences dialog box that displays. Under the Share tab,
turn on the Enable Share Sync checkbox to create a Share folder on your device. In the Sync
Frequency field, enter a time greater than 5 minutes. This time will define how frequently the
contents of ProjectWise Share Sync will be SYNCHROnized with the contents of the Share folder
on your device. For example, if you enter 10 minutes, the folders will be SYNCHROnized with each
other every ten minutes.

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4. As you close the connection client with these setting, ProjectWise Share folder gets created on your
desktop. It creates the folder with the Project name that you have access to & underneath that all the
folders from that project which are set for Synchronizations.

Setting up folder for Synchronizations

1. Access the Document Section, select a folder and select the three dots ( ) on the top, select
“Set for Synchronizations”.

Note:
• Selecting the “Set for Synchronizations” will SYNCHROnize folders with the user desktop
automatically.
• To SYNCHROnize the folders immediately, navigate to the Share tab of Connection Client as
described above and select Sync Now.
• If you are associated with multiple projects, you can configure separate folders for each project
by opening ProjectWise Share for each project and configuring folders as described above. The
SYNCHROnized folders for each project can be found on your device inside of the folder with the
name of the project, which can be found inside of your Share folder in Windows Explorer.
If you cannot access ProjectWise Share, please contact your administrator.

Video: Sync Desktop and Control and Control Project Folders

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Accessing and uploading files to ProjectWise Share using your local device

To use your local device to access files that have been uploaded to ProjectWise Share, open the
Share folder in Windows Explorer. Open the folder with the name of the project you would like to
open. If you are associated with only one project, there will only be one folder available here.

1. Simply set the folders for Synchronizations. See Document – Set folder for Synchronizations
for detail.
2. When you open this folder, you find all the files that have been added to that folder in
ProjectWise Share. If the files are not present, ProjectWise Share may not have SYNCHROnized
yet, as determined by the Sync Frequency time. To immediately SYNCHROnize ProjectWise Share,
select Sync Now from the Share tab of the Preferences dialog box of the Connection Client.

3. To upload files to ProjectWise Share from your local device, first navigate to the appropriate
folder in Windows Explorer. Copy the files you would like to upload to the folder. When
ProjectWise share has SYNCHROnized, the files will be available in the appropriate folder of the
Project for everyone associated with the project.
Note:

• To synchronize the folders immediately, navigate to the Share tab of Connection Client as
described above and select Sync Now.
• If you are associated with multiple projects, the SYNCHROnized folders for each project can be
found on your device inside of the folder with the name of the project, which can be found inside
of your Share folder in Windows Explorer.
• If you cannot access ProjectWise Share, please contact your administrator.
ProjectWise Share - Tips

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You can sync up to 25 folder hierarchies. These folder hierarchies can be in one project or in multiple
projects if you are associated with more than one project. Each folder hierarchy can be configured for
Share Sync up to 25 times, and the maximum total size of a folder hierarchy is 8GB. Each folder
hierarchy can contain up to 100 nested subfolders. Subfolders can be nested to a maximum depth of
25. Folders can contain individual files up to 2GB in size.
For example, the following folder hierarchies are supported by ProjectWise Share:
• A folder hierarchy containing four 2GB files. If one of the files was greater than 2GB, it would not be
supported.
• A folder hierarchy containing eight 1GB files. If the total size exceeded 8GB however, it would not be
supported.
• A folder hierarchy containing sixteen 500MB files.
• A folder hierarchy containing 100 subfolders, each subfolder containing one 1MB file. If the folder
hierarchy contained more than 100 subfolders, it would not be supported.

• The following folder hierarchies are not supported by ProjectWise Share:

• A folder hierarchy containing one 3GB file. Even though the total size is under 8 GB, one of the files is
over 2GB in size; therefore, this is not supported.
• A folder hierarchy containing nine 1GB files. Even though all of the files are under 2GB in size, the total
size is over 8GB; therefore, this is not supported.
• A folder hierarchy containing 101 subfolders, each subfolder containing one 1MB file. Even though the
total size is under 8GB and no individual file is greater than 2GB, the number of subfolders is greater
than 100; therefore, this is not supported.

Adding a New Document Version

1. To add a new version of a document, drag and drop the new document containing the same
name into the documents window.

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2. Once the document is added you will have three options, Keep the Original, replace existing file,
and Upload and rename automatically.

PDF Markup Tools

Users can create, assign, publish, and collaborate on issues related to markups with the PDF
document. The PDF markup tool is launch automatically in the new web browser as user launch a
PDF file. The tool is equipped with PDF standard manipulation and markup function.

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Top Bar

1. Panel has three options to choose from Thumbnail, Outlines and Navigate Folder.

2. View Controls gives multiple option on viewing the documents

3. Zoom gives multiple options to zoom in/out and fit to screen. Shortcuts. Zoom in (Ctrl +)
Zoom out (Ctrl -). Scroll the Mouse Wheel to zoom in and out

4. Pan tool or “hand” progressively display adjacent areas of the document, just as you would by
moving a paper document around. The Arrow keys can also be used to navigate around a zoomed in
document

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5. Select tool will highlight any mark-ups created. Simply hit Esc to un-select the selected revisions.
6. View will bring you back to the standard view when using the markup tools
7. Annotate include options such as A: Highlight, B: Underline, C: Strikeout, D: Squiggly, E: Note, F: Free
Text, G: Rectangle, or H: Free Hand. With these options you can adjust the Color, Opacity, Text Size,
Stroke, Style, and Fill.

8. Shapes include options such as A: Free Hand, B: Rectangle, C: Ellipse, D: Polygon, E: Cloud, F: Line, G:
Polyline, or H: Arrow. With these options you can adjust the Color, Opacity, Stroke, Style, and Fill.

9. Insert include options such as A:Create Issue, B:Signature, C:Rubber Stamp, D:Stamp, E:File
Attachment, or F: Callout. With these options you can use Standard, Create or Upload existing.

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10. Measure include options such as A: Distance B: Perimeter, C: Area, and D: Count Measurement. With
these options you can adjust the Scale, Precision, Color, Opacity, and Stroke.

11. Search lists out search results for certain word

12. Markups is a list of all markup identifying when and who create them. Issues can be created directly
from Markup list. The Markups can be filter or sorted based of Dates, Statuses and Users.

13. Menu is a list of option such as Full Screen, Download, Print, Preferences, and Version.

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14. Connect Users lists out all users actively in the document

Redline or Markup a Drawing

1. Open a PDF file.

2. Navigate to the location of the North arrow using the navigation tool.
3. Select the Shape tool then select the Cloud tool

4. Draw cloud around the North arrow. Right click the mouse and end with a pen tool.

5. To add text to the cloud. Select the cloud with the mouse and right click. Select Free text (T)

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6. Type in the text to complete the markup.

Creating an Issue/RFI

Using the same redline or markup example with the North arrow, create issue to share and assign
to the responsibility person.
1. Using the same PDF document, select the One Click Issue button. Then select the cloud shape,
the Publish Issue dialog will launch. Publish Issue form is created, fill in the required information
i.e. issue type, Subject and Description, etc. When finish, select Publish Issue.

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2. An issue red flag ( ) is appeared at the clouded location of the issue in the document.

Review Issue and Comment

Issue is also a communication tool for the project team. User may perform review and comment
to issue on the document electronically.
1. To perform review on an issue, open a PDF document.

2. Select a flag icon ( ) located on the top right corner of the page. The issue Notes dialog lists all
the issues related to the document. When an issue is selected from the issue Notes dialog, the
location of the issue red flag ( ) is identified and highlighted. From the red flag context menu,
user may comment ( ), update issue ( ), and change the issue style ( ).
To comment on the issue, user may simply type in the reply field and comment. All the
conversation related to the issue is tracked and recorded on the document automatically.

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Connecting to External

Setting Up Document Connections with ProjectWise Repository

If your company is using ProjectWise document management system, you can connect to ProjectWise
repository to view files stored (also known as a data source).
1. From the Connections tab, click Manage Connection & then select New connection.
2. In the Create New Connection dialog that opens, enter a name for your connection in the Connection
Name field.
3. From the Repository Type dropdown, select the type of repository to which you want to connect (in
this case ProjectWise). Additional fields display in the Create New Connection dialog.
4. In the Server URL field, type in the server URL provided by Bentley Web Services Gateway. Check with
your IT administrator for this URL.
5. Click Get Data source to connect to the server and get a list of available repositories.
6. From the Data source dropdown, select the desired repository.
7. Enter your Username and Password in the appropriate fields.
8. From the Work Area dropdown, select the desired Work Area.
9. If you wish, you can provide a Description.
10. Click Connect and the connection is created and the name and description of the connection display
in the Manage Connections list.
11. Once there are any existing connections, the existing connection is displayed on this page. The Actions
column allows you to delete or edit a connection.

Video: Connecting to Projectwise

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Setting Up Document Connections with Microsoft SharePoint

With SYNCHRO Control, you can securely share files among desktop or mobile devices for greater
project collaboration. The SYNCHRO Control SharePoint Connection extends the capability of
SYNCHRO Control users to connect to the federated access to Office 365 SharePoint document
libraries, enabling simple and fast access to a wider set of project information. Note: Only Office 365
SharePoint Sites are supported.
1. Select the Connection Select the Manage Connections at the bottom left side of the page.
2. If there are any existing connections, they display on this page organized by Connection Name,
Repository Type, and Description.
3. Select New Connection to view files stored in a SharePoint Site Library.
4. In the Create New Connection dialog, enter a name for your connection in the Connection Name field.
Select the type of repository as SharePoint. The SharePoint Site Library will list all the SharePoint site
you may connect to. Select Connect.
5. Once the site is selected, click Connect and the Connection is created. The name of the connection
displays in the Manage Connections list.
6. Once there are any existing connections, the existing connection is displayed on this page. The Actions
column allows you to delete or edit a connection.

Video:Connecting to SharePoint

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Plan Set
This Section shows how to bring PDF files to plan set mode. The First document issued to Field will
have revision 0 with a complete sheet. And later if there is revision on certain sheets, only those
sheets will be issued to Field, not the whole set document. It is a challenge for Field to make sure
users always use and see the latest revision. With the plan settings feature, it will make sure that Field
users always use the latest revision.
1. Inside the Administrator Section, select PDF settings. There is no document yet this time.
2. To upload a PDF file, you can either drag and drop or click the browse and point to the pdf file
location.
3. You will see the upload process and extracting the PDF file to sheets
4. After it is finished, we will see the PDF on sheets

Video: Plan Sets

PDF Setting User Interface

Let see the user interface in the PDF setting below:

1. All Sheets
Here we can see all sheets in that PDF setting. We can scroll up dan down and select the sheet.
We also can filter the sheet by clicking the drop-down arrow.
2. Sheet selection
It shows what sheet number is selected and there is a button to jump to the next page or previous
page. If we want to jump a certain page number, we can type the page number, for example type 10
to jump to sheet 10.
3. Zoom
There is some option in the Zoom. Or we can type the percentage there. Another way to zoom the
document, use the mouse wheel + CTRL button.
Mouse wheel + SHFT button will span to left and right.
4. Switch the view to Map or PDF

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5. Sheet meta data information

You need to fill the sheet information before publishing the document.

Sheet number Follow the sheet information in the pdf file

Discipline discipline, like: Piping, Civil, Road

Type sheet type, like sheet, plan

Sheet Name sheet description follows the pdf file

Revision and revision date revision and date, follow the pdf file

Revision description follow the revision description in the pdf file

Tags any tag number related to this sheet

Alignment name other information that useful for searching and alignment

6. Save, Publish and Delete

After filled the sheet information, we can Save and publish the sheet, or only Save without publishing.
Another function is to publish this sheet, to unpublish this sheet, and delete this sheet.

Fill Sheet information and Publish

1. Let go to page number one and fill in the information.

• Sheet #: 1
• Discipline: Road
• Type: Sheet
• Sheet name: Title Block
• Revision: 0
• Revision date: 2020 January 17
2. Click the Save and Publish button.
3. After publishing, we can see the sheet change to green color and with published status.
4. It will automatically jump to the next sheet, and file all information from the previous key-in.
5. Go to Documents and Plan set to see the published PDF file.
6. Go back to PDF Setting to continue to publish all sheets. Once it is done. Can check the result in
the Documents and Plan set. Will see all 7 sheets are published with complete sheet name, discipline,
and other information.

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Upload Revision PDF

1. Go to Administrator and PDF Setting. Click browse to upload the new revision file
2. You will see the upload and extract process.
3. After the pdf extract finished, we will see a new sheet added in the last. In this case, the pdf file has
two new revision sheets.
4. Click on the first page and zoom to the title block to know the sheet number and other information.
Give the correct sheet number (8) and click the Create a revision button.
5. Fill in other information, revision number, revision date, revision description, and click Create revision
button.
6. Now we can see the sheet already move to sheet 8 with draft status. We can see that this sheet
comes from which PDF file and what page in the right top.
7. To publish this sheet, just click on the triple dot, and select Publish this sheet
8. Check the result in Documents – Plan set tab. This sheet now has revision number 1.
NOTE: Sheet number is unique per Discipline

Change the PDF Order

In PDF setting, we can change the sheet order. Changing the sheet order for the user screen
(Documents|Plan set).
1. Go to Administrator and PDF Setting. Select a sheet and drag it to the wanted position.
• Example: Drag the first sheet to the second position.
2. As a result, sheet number 1 will be in the second position, sheet number two in the first order.
3. Check the user screen, go to Documents > Plan set.

Change the Sort

1. Move the mouse to the title. Filter icon and sort icon will appear.
2. Click on sort icon, it will sort the data Ascending.
3. Click again on sort icon, it will sort the data Descending.
4. And if we click again on the sort icon, it will back to the original order.

Set Filter

1. Move the mouse to the title. Filter icon and sort icon will appear.
2. Click on filter icon, it will show all the existing value.
3. Type “sheet”, it will show all value that contains sheet. We can check which one to show.
4. Check “(All filtered)”, will check all three values that contain "sheet".
5. Now it will show only the sheet name contains the word “sheet”. With filter icon in green color to
indicate there is a filter applied on that column.

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Remove the Filter

1. Click the green filter icon
2. Click on the Clear button, now the filter setting is removed, it will show all sheet.

View Sheet Contain

1. To see what the sheet contains, simple click on the pdf icon
2. It will bring to plan set review screen.
3. On the top right corner, there previous and next arrow. Click that to move to the previous sheet or
next sheet. If we applied a filter, the previous and next button will show only the filtered sheet.
4. To close the plan set review screen, simply click on the button in the right top corner.

Locate PDF on Map

This Section shows how to locate PDF files on map. After you upload PDF files, you are able to locate
PDF files on a map.
1. Go to Administrator > PDF Settings > Upload PDF files
2. Click on the selected PDF Sheet > Click Load PDF on map
3. Drag to rotate and move the PDF layers on map
4. Click Save and publish
5. Go to Tasks > Map view > Turn on PDF plan set
6. Drag the slider bar to customize the transparency

Video: PDF Blueprints and Alignment Tools

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Forms
Section Overview
This Section will introduce forms in SYNCHRO Control including Site Observation, Daily Logs, Issues
and RFI.
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Create the different forms types in SYNCHRO Control
Assign Map locations to the forms
View created forms
Export forms to PDF

Video: Filling out Forms in Control

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Populating a New Form

Classification and Form Type

1. SYNCHRO Forms have two classifications, Field and Office.

Field
Daily Logs – To record information, incident, progress from each day at the job site.
Observation – To record/flag specific at site (i.e. truck is blocking the way, rebar doesn’t have
rebar caps)
Office
Issues – To log and manage issues that arise in the project and prioritization of resolution.
RFI – To log and manage Request for Information in the construction project

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Form Types

1. Daily Log

Date
Date is auto set to the existing day but can be adjusted to other dates if required.
Weather
Weather records the weather conditions and temperature on the day of the Daily Log entry.
Work Performed, Material, Equipment, and Crew Notes
Work Performed, Material, Equipment, and Crew Notes are all free text fields, allowing the user
to populated with as much details as required.
Status
Status is a pre-populated drop-down menu that allows different status’s to be assigned through
the Daily Log workflow.
Assigned to
Assigned to gives the ability to appoint to an individual to the Daily Log and set a Due Date.
Add Attachments

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Add Attachments allow documents from your computer or the Control Documents to be
attached to the Daily Log.
Map Location
Map Location allocates the user to geographically pinpoint the location of the Daily Log to a Map.
2. Observation Form

Subject
Subject is a free text field to assign a subject heading to the Observation.
Description
Description is a free text field, allowing the user to populate a description with as much details as
required.
Type
Type is pre-populated drop-down menu that allows the user to categorize the Observation by type.
Status
Status is pre-populated drop-down menu that grants different status’s to be assigned through the
Observation workflow.
Assigned to
Assigned to gives the ability to appoint the Observation to an individual and set a Due Date.

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Add Attachments
Add Attachments allow documents from your computer or the Control Documents to be attached to
the Observation.
Map Location
Map Location allocates the user to geographically pinpoint the location of the Observation to a Map.
3. Issues

Subject
Subject is a free text field to assign a subject heading to the Issue.
Description
Description is a free text field, allowing the user to populate a description with as much details as
required.
Type
Type is pre-populated drop-down menu that allows the user to categorize the issue by type.
Priority
Priority is pre-populated drop-down menu that permits different urgencies to be assigned to the
Issue.
Status

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Status is pre-populated drop-down menu that grants different status’s to be assigned through
the Issue workflow.
Assigned to
Assigned to gives the ability to appoint the Issue to an individual and set a Due Date.
Add Attachments
Add Attachments allow documents from your computer or the Control Documents to be attached to
the Issue.
Map Location
Map Location allocates the user to geographically pinpoint the location of the Issue to a Map.
4. RFI

Subject
Subject is a free text field to assign a subject heading to the RFI.
Description
Description is a free text field, allowing the user to populate a description with as much details as
required.
Type
Type is pre-populated drop-down menu that allows the user to categorize the RFI by type.
Priority

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Priority is pre-populated drop-down menu that permits different urgencies to be assigned to the RFI.
Status
Status is pre-populated drop-down menu that grants different status to be assigned through the RFI
workflow.
Assigned to
Assigned to gives the ability to appoint the RFI to an individual and set a Due Date.
Add Attachments
Add Attachments allow documents from Your Computer or the Control Documents to be attached to
the RFI.
Map Location
Map Location allocates the user to geographically pinpoint the location of the RFI to a Map.

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File Uploads – Attachments

You have two options for adding attachments to forms Your Computer or Documents

1. Your Computer
Add attachments - Attach documents from your computer including external connections such as
SharePoint. You can also add a more detailed description if needed

Add description – Allows a more detailed description to be added to the attachment

Download – Allow the Document to be downloaded locally
Delete – Deletes the document from the form

2. Documents

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Add attachments – Attaches links to documents from the projects Control Documents

Download – Allow the Document to be downloaded locally

Open file location – Redirects you to the location of the document in the SYNCHRO Control
Documents
Remove link – Deletes the linked document from the form

Assigning a Map location

1. Select the Map Location icon

2. Navigate the form icon to the location on the map, then select the check mark

Video Link: Dynamic Mapping

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Viewing and Managing Forms

You can view a list of all the created forms by selecting the type of Form in the Forms Section. Users
have different views (Table, Thumbnail and Map) they can see the projects created forms.

Table View

Table View gives a list of all the previously created forms

1. The top column has Search and Sort feature to easily locate forms

2. The columns can be Filtered by checking the column required

3. Icons easily identify if the forms have Comments, Attachments, Links, or a Tagged Map Location

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4. There are multiple options for Managing existing forms

5. Reassign allows the form to be assigned to a new Team Member, and adjust the Due Date

6. Rename allows the name of the form to be changed

7. Copy allows an existing form to be duplicated

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8. Export to PDF and Export view to Excel give a local exported copy of the Form or Forms List

9. Escalate form allows the form to be upgraded to a different type of form

10. Add related allows other related forms to be linked

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Map View

Map view shows the location of the project on a map. Any Form that has been assigned a
geographical location will have an icon with its position on the map. By hovering the mouse over the
Icon, the Form info will pop up and users can access the Form information by selecting the ID number.

1. Form Icon show the geographical location of the form. By hovering over the Icon, the Form info will pop
up and can access the Form by selecting the ID number.
2. Blue Dot identifies when multiple Forms have been assigned a similar location. As you zoom in the
individual Form Icons will appear.
3. Search allows you to search specify words on the map.
4. Zoom allows you to zoom in or out as needed.
5. Layer options opens a drop down with the different layer options.
6. On/Off switch turns the layer options on or off.

7. Slider will adjust the transparency for certain layer options

8. Satellite when turn on will show satellite imagery, and when turned off will show a tradition map view.
9. PDF Plan Set is based on the Discipline assigned to plan set, which can be used to create multiple PDF or
Blueprint layers from the Plan set save in the project Documents Section
10. Project Boundary turns the orange boundary on and off

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11. Search Results turns the search results on and off

12. Form Type turns the Form Icon on or off
13. Navigate to my location will pinpoint your location on the map

Video: Customize Map Interface

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Thumbnail View

Thumbnail view will appear when Form ID is selected form the Table View or the Map View

1. Extend Screen Opens a wider thumbnail view.

2. Edit Open the edit view for the form.

3. Reassign allows the form to be assigned to a new Team Member and adjust the Due Date.
4. More open a drop down with more options.

5. Copy allows an existing form to be duplicated.

6. Export to PDF gives a local exported PDF copy of the Form.

7. Escalate form allows the form to be upgraded to a different type of form.
8. Add related allows other related forms to be linked

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9. Form Overview shows all the populated info in the form.

10. Media displays any attachments, links and Map locations add to the form.
11. Comments allow users to add addition comments and information required for the form.
12. Audit trail creates a list of who did what and when.
13. Add attachments gives the option to add attachments from your computer or from the SYNCHRO
Control documents.
14. Your computer attaches documents from your computer including external connections such as
SharePoint.
15. Documents attaches links to documents from the projects Control Documents.
16. Map location displays the location that has been assign on the map.

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Creating Custom Forms

Form Type

Out of the box, SYNCHRO provides 25 form types that can be used for custom forms. The form types
are as listed below.

Civil design Observation Asset Inspection Site Observation

Clash Other Daily Log Submittal

Closeout Punchlist General Correspondence Work Package

Communication RFI Inspection

Deficiency Risk Meeting Minutes

Design Task Memo

Field data Review

Issue Site Inspection

Within each form type, administrators can create and name custom forms to suit their needs. The
form names will show up under the Forms tab in the left navigation of the SYNCHRO Control
application.

Each form type only can have one workflow. Each form type can have multiple forms definition.

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Manage Forms

1. Go to Administrator | Manage Forms.

2. The following columns are provided to define information about the selected form:

Form Definintion Form Definintion Name

Prefix The Prefix ro generate a ne number

Type Form Type

Status Form Status (Published, Draft or Archived)

Workflow Workflow Status Enabled or Disabled

Filled Out The numer of how many Form instances have been created

Note: From this window, we can add a new form or edit an existing one.

Form Status

Forms have three status options:

Published Form is in production stage and Available in SYNCHRO Control/Field

Draft Form is in design mode. Not available in SYNCHRO/Field.Form

definition can only be edited while in draft

Archived Form is not available for new instance, can view only ne instance

1. Go to Administrator | Manage forms

2. To change a form status to Draft, select a Form, and click the Change Status button .

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3. In the ensuing dialog, change the status to Draft.

4. Then click Save.

Note: The forms are now in the draft state and is not available to be filled out by users of SYNCHRO
Control / Field.

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Manage Forms – Creating a New Form

To add a new form, you can copy the design of an existing approved form to the new form.
1. Go to Administrator | Manage forms
2. Click the New button.

3. The Create a new form dialog will display, and enter the following information:
Form name: Training Form 01
Prefix: TRA
Type: Site Inspection
Design Template: Daily Log
4. Click Save, this copies the form design from the daily log form to a site inspection form.
5. Set the form status to Draft and click Next.

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6. In the form designer interface, we can design the form.

7. There is Preview button at top right, to check the form view in a mobile device or web browser.

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The bar across the top provides the following options:

• Preview: View from a mobile device or web browser.
• Device size
• Layout: Portrait or Landscape
• Show design dimension: Toggle (On / Off)
After checking the preview, click Close Preview to return the design view.
8. Form Errors, Warnings and Information are listed at the bottom.

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9. Design Printout is the setting for the report output.

10. Printout has two type.

• Standard layout
• Custom layout
11. With Custom layout we can design the report just like we design the form. Set the custom layout,
change the PDF export to Custom layout.

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12. Select the report format.

13. Click okay on below reminder (we only can select the custom layout once):

14. Once it is done, we can see the report design and can do further customize.

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15. When finished making changes to the form design, click Next to set the Workflow.

16. Since it does not have a workflow defined yet, click Import Workflow Template to import an existing
workflow. Then select the Review Workflow option and click the Import button.

17. The Review Workflow is loaded into the form. Click Next to set permissions.

18. Set the permission as needed, example, like below and click Save.

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Permission include:
View Only able to view the form

Comment Included View, and able to give comment

Create and Edit Included View, Comment, and able to create

new form and edit existing form

Assign Included View, Comment, and able to assign

existing form to other users

Approve Included View, Comment, Assign, and able to

approve and close the form

Full Access Included all permissions (view, comment, create

and edit, assign, and approve

Click Close button.

19. In the Forms manager, we will change the form status.

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20. Select the Training Form 01 form and click the Change status button.

21. Select the Published option and click Save.

22. Published form will appear in the work option.

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Form Components – Controls

Form components are divided in two categories: Basic Controls and Advanced Controls

Note: The Multi assign and Multi select controls are not supported for SYNCHRO Control / Field.

Form Control Control Field

Data Grid Not Supported Not Supprtedt

Milti Select Not Supported Not Supported

Note: Most components require a data Binding, which controls how the information
collected from the component is shown in a report. To keep information management
accurate, it’s critical that data binding is consistent across form definitions, e.g. by using
the data binding Due Date for due dates on every form it’s possible to achieve a detailed
report spanning multiple form definitions such as issues, RFIs and site inspections. This
data consistency is one of the most vital parts of designing forms and if done correctly,
will ensure project reports are always accurate.

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Basic Control

Below are some basic components normally used on a form.

1. Label and Paragraph

A label contains text which you can attach to another control or leave unattached on the canvass.
To specify or change the text that a label contains, enter that text in the Display Text field on
the Properties tab. You can change the appearance of the label from the Styles tab.

LABEL

Selected Control

Control Type

Control Name
Display Text

When you first add a label to the canvass, the label is blank (no display text is defined). A blank label
displays the text "[Label]" to indicate that it has no display text. A blank label displays as empty space
in the completed form. Using a blank label can be a good way to modify the appearance of forms.

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2. Textbox and Text area

Textbox controls and Text Area controls are both fields that let the user enter text in the published
form. The information in the textbox control only allows one-line text. Information in the text area
control can have multiple text lines.

Note: When a user enters numbers in a textbox or text area control, this information is interpreted as
text and not as numbers. Use the Number box control instead if you need numerical information to be
interpreted as numbers.

For this control we can:

• Add a tool tip by typing the text in Display Text field.
• Control the Read Only status.

• Force the user to enter data by enabling the Is Required option.

• Add a Label by selecting Label > Left or Label > Top.

• Edit the appearance using options from the Styles tab.

• Add Actions involving the control using options from the Actions tab.

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3. Date picker

A Date Picker lets the user select a date from a calendar that appears when the user selects the date

picker in the published form.

Like the textbox control, for this control we can:

• Add a tool tip by typing the text in Display Text field.
• Control the Read Only status.
• Force the user to enter data by enabling the Is Required option.
• Add a Label by selecting Label > Left or Label > Top.

• Edit the appearance using options from the Styles tab.

• Add Actions involving the control using options from the Actions tab.

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4. Dropdown

The Dropdown control allows users in the published form to select from a list of specified options.
Users can select one option from a dropdown control.

To specify options from the Properties tab, select the Edit icon on the right side of the Items List
field. The Items List dialog box opens.

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Add an Item to the Items List by selecting Add Item and typing the name of the Item in the Item Name
field.
You can add a list of items in CSV format by selecting Import From CSV, selecting the file from the
Choose File to Upload dialog box that opens, and selecting Open. You can delete an item from the
Items List by selecting the

Delete icon. Sort the items in ascending or descending alphabetical order by selecting Sort by
name. When you have finished adding items to the Items List, select Save.
For these two controls, we can:
• Control Read Only status.

• Force user to fill data by enable Is Required.

• Add a Label by selecting Label > Left or Label > Top.

• Edit the appearance from the Style tab.

• Add Actions involving the control from the Action tab.
Note: Only Dropdown have tool tip, by type the text in Display Text box.

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5. User list

In the published form, a User List control displays a list of users who have access to the SYNCHRO
Project.

For this control we can:

• Add a tool tip by typing the text in Display Text field.

• Control the Read Only status.
• Force the user to enter data by enabling the Is Required option.
• Add a Label by selecting Label > Left or Label > Top.

• Edit the appearance using options from the Styles tab.

• Add Actions involving the control using options from the Actions tab.

6. Checkbox

A Checkbox can be checked on or off by the user in the published form.

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For this control, we can:

• Add a tool tip, by type the text in Display Text box.

• Control Read Only status.

• Force user to fill data by enable Is Required.
• Add a Label by selecting Label > Left or Label > Top.
• Edit the appearance from the Style tab.
• Add Actions involving the control from the Action tab.

7. Photo drop

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A Photo drop control adds a square button on the form that lets the user select a photo and
upload it.
For an iPad or iPhone with camera, it may use the camera and take a photo and upload it.
Photo drop control needs a binding field, so one Photo drop can upload only one Photo.
For this control, we can:
• Add a Label by selecting either the Label > Left or Label > Top option.
• Edit the appearance using options from the Styles tab.
8. File upload

A File Upload control adds a button on the form that lets the user select files to upload.

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There is no binding field needed so multiple files can be uploaded simultaneously using this Control.
For this control, we are able to:

• Add a button description, by typing the text in Display Text box.

• Control the Read Only status.

• Add a Label by selecting the Label > Left or Label > Top options.
• Edit the appearance using options from the Styles tab.

Advance Control

Below are the advanced components that may be used while designing forms.
1. Cascading List

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The Cascading List control is used when you want the value selected on one list to control the values
that display on another list. Cascading always comes with two or more controls. The first control is the
master list, and the second cascading control is the sub list.
Cascading list examples:
2 Column data: 3 Column data:

For example, if we had a form for specifying a type of car, it could have a Car Brand list and a Car
Model list, where selecting a brand from the Brand list controls which models appear on the Model
list.
For the first cascading list, Car Brand, we set the List Group value as Cars_Make_Model, and the List
value as Make (the Master List).

For the second list, Car Model, we use same List Group value, Cars_Make_Model. The List is set to
Model, which is the second or Sub List. When we set to sub list, the Make Binding setting displays.
Make Binding will refer to the first Cascading Binding. We can edit the existing List Group values by

clicking the button next to the List Group. The Edit List Groups dialog displays:

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Here we can make changes to the value of the existing list group by selecting a different value in drop
list box if desired. The Preview section shows the master list and the sub list and the current values,
which is Make and Model for this case. We can select a different Make item (master list), and see
what option appears in Model (sub List).
In the Cascading List control we can:

• Add a tool tip, by typing the text in Display Text box.

• Control Read Only status.
• Force user to fill data by enabling Is Required.

• Add a Label by selecting Label > Left or Label > Top.

• Edit the appearance from the Style tab.
• Add Actions involving the control from the Action tab.

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2. Add new List GroupIf we do not have the list ready, we can create new one by clicking the

button in Edit List Groups. Give the List Group a name. Example: Group Training 1. And click to
save new name.

To upload the list, we need to prepare the data in excel. Data is displayed in two columns as shown
below.
First Column is the Master List, and second column is the Sub List.
First Row will be the Column Name.

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To upload the Excel data, click the upload button and select the excel file.

Now we have the List Group which already contains data. To check the result, select a value in Master
List and check the option in the Sub List.

3. Region

A Region is a place holder that can have other controls.

Why we use regions:

• To combine a group of controls that have similarity such as function, purpose, time frame etc.

• There is purpose to hide and show some controls.

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In the Region control we can:

• Control the Read Only status.

• Force a user to enter data by enabling the Is Required option.

• Edit the appearance using options from the Styles tab.
• Add Actions involving the control using options from the Actions tab.
4. Section

Section control is similar to a Region, but it has more options such as a Title and, it can be collapsed.

In the Section control we can:

• Add a Title, by typing the text in Display Text box.

• Control the Read Only status.

• Force a user to fill data by enabling the Is Required option.

• Set section as collapsible or not.

• Set the default state as collapsed or not.

• Edit the appearance using options from the Styles tab.

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• Add Actions involving the control using options from the Action tab.
To learn more on the Available Controls topic, users may access the following,
https://docs.bentley.com/LiveContent/web/ProjectWise%20Field%20Data%20Management%20Help-
v1/en/GUID-E59213D6-E26E-4DEA-9384-F57208326847.html

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Modify a Form

For each form there is a set of Properties, Styles and Actions which can be applied to each
control.
1. Control Properties

Each Control provides the following set of properties:

• Name: It is good practice to give a proper name.

• Binding: The data place holder. The place holder name will show in the report header.
• Display Text : Text shown in control.
• Label: Enable label or not, and there is option for label location, left or top of the control.
• Read Only: Set it as Read Only or Editable.
• Is Required: If set to Yes, this field will need to be filled out when creating the form.
• Min Length: Set minimum number of characters.
• Max Length : Set maximum number of characters.
2. Control Styles

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The Styles tab allows users to set the text style (font type, color, etc.). We can add and modify style.

See existing style by click the and select one.

Unselect a style by clicking , click to edit a style. New form will appear.

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To create new Style, click the button and click after fill the style name.

For Width of the control there are two types: Percent or Pixels.

Because the form will be available on many platforms, desktop and mobile, it is recommended to use
percent.
50 percent means the control will take 50% of the space / total width.
• Height (Min): Default height of the control.
• Height (Max): Maximum height.

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3. Control Actions:

Action is a script to perform an activity by a trigger / event and filter.

To add an action, click the button. We can add many scripts in a control.

Action List

Format a Control To change control format, like color

Change a Value To give a value

Math Do simple math

Prompt User Show a popup window

The Event List:

On Focus Focus to a control

On change Change the value

On Blur Un Focus from a control

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4. Edit a form

1. To modify a form, first make sure the form status is Draft, then Click on the form name to edit.

2. Click Next to display the Forms Designer.

3. Delete all properties on this form, by selecting the property and clicking the Delete button.

4. After deleting all properties, the form should be empty as shown.

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5. Add a textbox control to this form.

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6. After adding the textbox control. Set these properties:

• Read Only: YES

• Textbox name: Textbox#Summary

• Label: LEFT

• Label Text: Summary

• Textbox#WeatherStatus width: 75 percent

Item 1: The form has an error message because the new text box is missing the binding property. A
form with an error status cannot be set to an Approved status.
Item 2: Notice on the new text box the link logo is red, which indicates the binding property is still not
set.

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You will need to set a binding property to link to the Summary field. If you type Summary in the
Binding field however, you will find that Summary does not exist and will need to be added.
7. Click the Add Text Property, and type Summary in the new field that displays. Then click Save to add
the link.

8. Now the Textbox#Summary has a bind to Summary field.

Notice that the previous error message is now gone. (Form has Error Status and Textbox missing
binding property)
9. Add a new textbox named Status. Set the properties as shown below:

• Read Only = Yes

• Textbox name = Textbox#Status

• Label = LEFT

• Display Text = Status

• Textbox# Status width = 75 percent

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• Binding = Status field

The Status field binds it to the form status, follow the same workflow as for the Summary field.

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10. Add a new textbox on the Top, called Weather. Set properties as shown below:

• Read Only = No

• Textbox name = Textbox#Weather

• Label = LEFT

• Display text for label = Weather

• Textbox# Status width = 75 percent

• Binding = Weather String field

11. Add an Action to Textbox#Weather. The Summary textbox is read only, we will fill the value using an
Action to input a value on Textbox#Weather. Select Textbox#Weather, click the Actions tab then click
the Add button.

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Steps to add First Script:

1. Create new Script, and name it Get Summary Heavy.

2. Set the Event field to On Change.

3. To add an If Condition or Action click the button, to delete click .

4. Set If Condition: If Weather String contains a Value of Heavy.
5. Add the following action lines:

• Set value for Textbox#Summary to Heavy Weather.

• Set the Format action to Highlight Red color.

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Steps to Add a second script:

1. Create new Script named Get Summary.
2. Set Event field to On Change.
3. Set If Condition to: If Weather String does not contain Heavy.
4. Add the following action lines:

• Set the Format action to Highlight White color.

• Set value Textbox#Summary to Normal Weather.

Steps to Add a third script:

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1. Create new Script named is Empty.

2. Set Event field to On Change.
3. Set If Condition to: If Weather String is Empty.
4. Add the following action lines:

• Set value Textbox#Summary with an Empty value.

• Set the Format action to Highlight White color.

12. The result will be the three scripts in the Actions tab as shown below:

Note: You may need to refresh the browser to get the latest form definition.

Video Link: Create Custom Forms

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Form Workflow

Workflow is the status and approval process for the form from start until finish. The Workflow can be
set during the form editing process as shown below:

1. Some basic workflow settings include Status, Start, State and transition buttons.
• Status refers to the state of the form within the workflow process (Open, Review, Approved etc.).
• The Start value can be enabled for multiple status instances.
• State sets the current state of the selected Status which include three options (Draft, Open and
Closed).
• The Transition buttons are used to change from one Status to another.

2. The Initialization Settings button is available to set the editable properties

when creating a new form and can be used to change the transition button title.

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3. The View Flowchart button displays the flowchart for the workflow.
Example:

4. The Delete button will delete the active workflow.

Note: Workflows are defined for form types and any forms of the same type will follow the same
workflow. Each type can have only one workflow associated with it. Each workflow must have at least
two status options defined.

Workflow from Template

SYNCHRO control has a default workflow template to help users get started.

1. The workflow template only appears when there is no workflow implemented. When there is no
workflow applied, the Import Workflow Template button will appear.

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2. Click the Import Workflow Template button to display the following dialog providing three template
workflows: (Basic, Assignment and Review). Select a workflow and click Import to load.

3. Some details about each workflow template are provided below:

Basic Workflow: A very simple workflow which contains two status: Open and Closed.

Assignment Workflow: Normally used if the form needs an assignment process.

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Review Workflow: This workflow is for a form that only needs a review process.

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Import a Workflow from Workflow Template

1. Delete the existing workflow by clicking Delete Workflow button .

2. When prompted to confirm, click Yes to delete the workflow.

3. After workflow is deleted, click the Import Workflow Template button.

4. Select the Review workflow and click Import.

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5. The Review workflow will be loaded into the form.

6. Click Close to close this edit form window.

Customize Workflow

Each workflow is also customizable.

In this section we will work through the following customization options.

1. Edit Existing Status.
2. Edit Existing Transition buttons.
3. Add Status.
4. Add new Transition button.

1. Edit Existing Status

Click on an existing status to edit it.

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The following options are available to edit the status properties:

• Name: Changes the Status Name

• Use as Starting Status check box: To set if this new Status is the initial form status.
Multi start status is allowed.
• State: Changes the State of the status.
• Editable and Disabled properties: Set which properties can be edited and which cannot.
• Visible to Roles: Determines which Roles have access to forms with this status.
• Delete: Deletes the status.
• Save: Saves any changes.
• Cancel: Cancels any changes.

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2. Edit Existing Transition Button

To Edit the Existing Transition Button, click on the existing button.

The following options are available to edit Transition properties:

• Name: Can change the Transition Button Name.

• Status Transition: Can set the from next Status. This Status Transition must be unique.
• Include Comment on Transition: (Comments are not supported in SYNCHRO Field at this time. Please
set this to None or Optional until further notice.)
• Notify Users on Transition: To notify additional user if this button is used.
• Permissions which can use this transition* : Only user with this permission can execute this transition.
• Assignment User of the form may use this transition regardless of their permission check box. (Please
Set to UNCHECK for now as default)
• Property Assignments: (Please do not use this option for now.)
• Delete button: To delete this Transition Button.
• Save button : Saves any changes.
• Cancel button: Cancels any changes.

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3. Add Status
To add new status, click the Add Status button.

The Add Status dialog available displays:

• Name: Enter a Status Name.

• Use as Starting Status: Set if this new Status is initial form status.
• State: Set the State for the status.
Editable and Disabled properties: Set which properties can be edited and which cannot.
• Save: Click to Save the settings.
• Cancel: Click to Cancel without saving the changes.

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4. Add new Transition Button

To add the New Transition Button, click on the plus button shown below.

The following options are available to Add Transition properties:

• Name: Enter name for the Transition Button.

• Status Transition: Sets a transition from one status to another.
• Include Comment on Transition: (Please Set to None for now as default.)
• Notify Users on Transition: Enable To notify additional users if this button is used.
• Permissions which can use this transition*: Set permissions for who can execute this transition.
• Assignment User of the form may use this transition regardless of their permission check box(Please
UNCHECK for now as default.)
• Property Assignments: (Please do not use this for now.)
• Save: Saves the new button.

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My Tasks
Section Overview
This Section introduces you to access My Task service in SYNCHRO Control.
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Access My Tasks
Access the different View in My Task
Open and Edit tasks

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Table View
Table View can be set by selecting Table from the dropdown on the upper right

Calendar View
Calendar View shows all Tasks assigned to the user in an interactive Calendar. Task will show in the
calendar on the date they are due to be completed. Users can select the task in the Calendar and the
Thumbnail view will open up with the Task information.

Map View
Map View can be found in Viewing and Managing Forms

Thumb Nail View

Thumb Nail View can be found in Viewing and Managing Forms

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Inspections
Section Overview
This Section introduces how to provision Inspections into SYNCHRO Control. It covers both populating
the project with specific inspection requirements, including but not limited to: the Inspection
Hierarchy, Work Breakdown Structure, Pay Items, the Inspection Form(s) Content, and the overall
imported information association.
Section Pre-requisite
Basic Microsoft Excel knowledge
• Good communication and working practice with the project engineering team
• An expected level of inspection competency within inspection management and database
administration and coordination
• The Inspections Section has been correctly populated with the project’s inspection requirements,
including the Spec and Pay Item Work Breakdown Structure, Pay Item Inspection Requirements, and
Inspection Form Content.
• The project inspection team have access to the Inspection Section
Section Objectives
After completing this Section, you will be able to:
• Populate your projects inspection requirements
• View & verify your project’s inspection requirements
• Navigate through the Inspections Section
• Search and review the project’s inspection hierarchy
• Prepare for Inspection execution
• Create and execute an Inspection Form
• Attach a file to the Inspection Form
• Add a Map Location to an Inspection Form

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Administration – Inspections Configuration

1. Select Inspections from the left-hand menu.

2. The following ‘blank’ inspections Section will be presented.
3. Continue to select ‘Administration’ from the bottom left-hand corner of the screen, then ‘Inspection
Configuration’ from the vertical ribbon.
4. You will be presented with the following screen where you have the means to upload the inspection
configuration spreadsheet.

5. Select ‘Download Sample’ and save to your preferred folder within your project’s file
structure. Continue to select ‘Download Template’ and again save this to your preferred folder.
6. Open the sample File and review the data, spending a little time analyzing the worksheets within the
Excel Spreadsheet, particularly the sequence from left to right. This is important to understand the
upcoming steps.
7. Each Worksheet has an important part to play in the import process, take time to study and interpret
every column header and data.
8. Review the fundamentals of the worksheet including the notes provided below. Use the worksheet
sequence to create your WBS, individual inspection form types and unique Pay Items.
9. Use the sample data to practice the importing routine.
10. Read Me Worksheet. Not in use
11. Configure the Config Worksheet.

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• Introduction - Configure each worksheet to either import, or clean / delete the data. Selecting the
config values lets you manage each worksheet independently during the xlsx spreadsheet import.

• Import Type

• Config Name

• Config Value

• Comments
▪ Enabled - If set to true the worksheet will be imported. The default setting is true.
▪ Sheet - Worksheet Name.
▪ Clean Import – If set to ‘True’ the data previously populated will be deleted during import. The
default setting is False.

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12. Populate your Spec Worksheet

• Introduction - The hierarchical parent / child relationship offers a configurable and transparent work
breakdown structure. The relationship has a cap of 10 generations.
▪ Level 1 – The Parent level
▪ Level 2 – The Child Level
▪ Level 3 – 4, 5 up to 10 possible sub levels can be utilized
▪ Description – The name of the level
13. Populate your Item Extensions Worksheet

• Introduction – Item Extensions are the projects unique Pay Item identifiers.
• Item – The Pay Item unique identifier
• Item Description – The Pay Item description
• Spec – The Spec you would like associated to your Pay Item
• Inspection Group – Note the Inspection Group reference chosen shall be used in the Inspection Group
Worksheet

14. Populate your Inspection Groups Worksheet

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• Introduction - Defining the Inspection Group offers the ability to segregate the type of inspections
associated to the Pay Item. For example, in this case we will be importing Quality type inspection
forms. Further types of inspections, such as Test or Quantity Inspections can be imported.
• Inspection Group – The Inspection Group column within the Inspections Groups sheet needs to match
values of either the Spec column or the Inspection Group column within the Item Extensions sheet as
shown in the color-coded cells in the image below. The application uses the value in the Inspection
Group column within the Item Extensions sheet if it is filled in; otherwise, the application uses the
value in the Spec column within the Item Extensions sheet.
• Priority – Currently not in use
• Inspection Type - The type of Inspection – Quality is currently available
• Form Code – You have three choices of Inspection Form Types: Quality, Quantity & Worksheet. The
relating suffix to be used is: QL
15. Populate your Form Definitions Worksheet

• Introduction - Form Definitions are used to define the name of the inspection form.
• Code – Use the Form Code from the Inspections Group worksheet
• Name – Your Inspection Form unique name
• Description – Currently not in use
• Remarks – Currently not in use
• Form Sections – The Inspection form unique section reference
• Display Weather Widget – Currently not in use

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16. Populate your Form Sections Worksheet

• Introduction - Specific questions can be departmentalized under headed sections for easier
navigation.
• Code – The Inspection form unique section reference number
• Name - The Inspection Form section description
• Description – Currently not in use
• Remarks – Currently not in use

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17. Populate your Line Items Worksheet

• Introduction - Line Items are the inspections questions located within the form sections. Each
question can be configured to include a multiple-choice answer (Currently: Yes, No, N/A, & TBD) or
simply a text answer to the line item question.
• Code – The section reference followed by the question number
• Priority – This is the sequence the question will be positioned within the form
• Type – Add the preferred answer configuration, multiple-choice or text
• Display Comment Box – Using the words onCertainValues in this cell works in conjunction with the
Required Comment Values cell - automatically opening a text box when the value has been met. For
example, if the value is No, the text box will open if No is selected from the multiple-choice answer
dropdown.
• Required Comment Values – Please read above
• Line Item Text – Your inspection question
18. Populate your Documents Worksheet
Notes: Currently not in use
19. On completion of the population exercise you are now ready to import your Inspection Spreadsheet.

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20. Drag and drop your sample file into the grey area or select Browse to navigate to the Excel sample
data file.

21. Confirm the Sample Data.xlsx file is ready to be published.

22. Select the green Publish button
23. Observe the sample data importing process.
24. Followed by the Form Generation sequence. Observe the green ticks and Published day, date, and
time stamp.
25. You can check the success of each Worksheet by selecting View Details on the xlsx import
26. You can also check the success of the Form Generation by selecting View Details.
27. Select Close and return to the Inspections Hierarchy.
28. Select the Inspections Tab and spend time validating your Inspections Hierarchy and the WBS you
have just created.

Creating a New Inspection

1. Review the hierarchy and determine which inspection you would like to complete. Use the previous
section to help navigate the Inspections hierarchy and prepare to create the inspection form.
2. Within the Inspections Grid select the blue + New button.

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3. A new window will open allowing you to select three fields:

• Inspection Name
• Pay Item
• Form Type

4. Type in the Inspection Name you would like to execute, for example Asphalt.

5. Select the blue Select button to search for all associated inspections associated with the inspection
name selected.
6. A popup window will open displaying the hierarchy and the matching search results.

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7. Select the Pay Item you would like to inspect by ticking the accompanying checkbox, then continue to
dropdown the Form Type, for example - Quality.

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8. Continue to select the blue Inspect button.

9. You will be presented with the Inspection Form containing all the relevant inspection questions
predefined during the population exercise.

10. The inspection form offers the following functionality.

• Information and inspection questions with multiple-choice or simple text answer capabilities
• Mark the form as completed without performing an actual inspection
• Uploading multiple files directly associated with the inspection form

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• A map location
11. Information and inspection questions with multiple-choice or simple text answer capabilities. Each
Section Header contains predefined text or questions to be answered by the inspector. To continue
with the inspection, drop the section header down by selecting ‘>’.

12. Continue to answer each question with the results / answers according to the standards and
competency set by the project, select Save.
13. A Cancel option is available to cancel this operation.

14. Mark the form as completed without performing an actual inspection

15. This function can be used if there is no feasible way of completing the inspection due to
unforeseeable circumstances, such as - the inspection was required to be executed on a drainpipe
that can longer be reached.
16. Uploading multiple files directly associated with the inspection form.

17. Select the blue ‘File Upload’ button.

18. The upload attachment popup will appear.

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19. Select the Choose File option where you will be directed to your chosen file structure. Select a file
attachment and enter a caption to offer guidance why the file has been selected. Note - multiple files
can be attached by continuing to select file upload.
20. Select Save.

21. A Cancel button is available to cancel this operation.

22. A map location to identify where the inspection has taken place.

23. Select the Map Location ‘+’ button to open your project map allowing you to select the inspection
execution location.
24. Note the pointer stays stationary with the map moving beneath.

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25. Select the blue ✔ to confirm the location, or ✘ to cancel the operation.

26. The image is saved and shown within the form. Add a description for project transparency.

27. Note the Latitude and Longitude are displayed under the location

28. Select Save

Viewing Inspections

1. Select Inspection from the left-hand menu where the Inspection Hierarchy will be presented.
o Note the default setting - all Specs are selected displaying a tick at each level of the hierarchy exposing
all the project inspections within the grid when created.
2. Deselect the ‘Select all’ tick box and note the inspection grid is cleared. Reselect the tick box again.
3. Select the ‘Expand all’ and review the full hierarchy.
4. Select ‘Collapse all’ and the hierarchy will return to the collapsed position.
5. To search for a Spec, Sub Spec, Pay Item, or Inspection, type the required reference into the search
box and select the magnifying glass.
6. To quick view the inspection properties without opening the form, select the ‘i’ button in the top
right-hand corner. A window will slide in from the right offering three tabs: Details, Comments and
Audit Trail.

• Note: Edit functionality is available with the correct user permissions.

7. To view an inspection form, hover over the desired inspection grid reference and select.
8. The Inspection Form opens in the default Details Tab where the sections can be opened ready to
review the questions, answers, results, and text - all information supporting the inspection form
execution.
9. If you have a requirement to export your inspection form, select the Actions dropdown and continue
to select the Export to PDF button.

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10. Review the Comments Tab for information shared during the Pay Item inspection. Comments have
been recorded to ensure information is captured during inspection activities for greater transparency
and communication throughout the project team.
11. The Audit Trail gives access to the inspection form’s journey, from creation to completion - the
inspector's actions are recorded

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Schedule
Section Overview
This Section will explain how view and navigate the schedule in SYNCHRO Control.
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Activate the Schedule Section
Navigate the tasks and Gantt chart
Set time ranges for lookaheads

Video Link: Schedule Features

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Viewing the Schedule

To activate the Schedule Section to view the schedule the ‘Set up this iModel for Scheduling service’
box must be checked off in the iModel container.

Note: For more information about loading a schedule: Adding a Construction Schedule

1. Task WBS can be collapsed or expanded be selecting the + and – boxes

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2. Task Columns can be resized by simply hovering the mouse between columns and dragging to the
desired size.

3. By selecting the task, it will open up the Task Properties for that task on the Right-hand side of the
screen.

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Gantt Chart

1. To center the Gantt chart on a certain task, click once on the task. This will highlight and center the
selected task.

2. The date scale can be adjusted by using the Day, Week or Year options on the top right of the screen
or holding the Ctrl key and scrolling the wheel on you mouse back and forth.

3. The focus Time will initial be located at the end of the Gantt chart. Click anywhere in the timeline
header to move the Focus Time to that location. Or use the Go to Focus timeline button to center the
location of the Focus Time in the Gantt Chart.

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Date Range – Lookahead

1. The Date Range option can be used as a Lookahead tool or highlight certain date ranges.

Note: Reset can be used to clear out the dates in the Date Range boxes

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Planning
Section Overview
This Section will explain how to bulk import work packages, set up constraints, clear constraints and
enter progress.
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Import work packages from an excel spreadsheet into SYNCHRO Control
Create individual work packages from SYNCHRO Control
Assign Map / Model locations to the work packages
View created work packages
Edit or delete existing work packages
Export work packages to PDF, or Excel

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Importing Work Packages

1.To import work packages, navigate to the planning icon from the left panel.

2. Click on the Import icon on the top.

Note: you will be able to download a .xls template to populate with data and import. The .xls file has a
Read Me tab that has instructions and work package import sample data.

3. The populated .xls file can be uploaded to Construction Documents folder under Documents on
SYNCHRO Control for easy management.

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4. Once the populated workpackage.xls is imported, an information message will be displayed on the top
to indicate the number of work packages that were imported successfully.

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Creating a Work Package

1. To create individual work packages directly on SYNCHRO Control, click on +New button on the Work
Planning page that can be accessed by clicking on the Planning icon on the left panel.

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2. Once you click on the + New button, a New Work Package form will be displayed. Fields with red
asterisk are mandatory fields. An example of a filled-out form is shown below:

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3. Attachments from either your computer or from document repository on SYNCHRO Control can
be attached to this work package form using the Add attachments button.

4. Once you click on Save, you will see a notification of Work package successfully created on top of
the screen.

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Assigning Map / Model Locations to a Work Package

1. Any work package that is created either by bulk importing via excel or by clicking on the + New button
can be assigned a map and / or model location. Navigate to the Planning icon, click on a work package,
scroll down to the bottom, and select the + sign to add map and / or model location.

2. Make sure to save the changes.

3. You should see a notification Work package successfully updated on top of the screen.

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Viewing a Work Package

1. To view list of work packages, navigate to Planning icon. You will be able to see the list of work
packages. On the top right side of the page, you can switch between table / model and map view.
Model and map view will display a 3D (3 Dimensional) model or a map (if project is geolocated) on the
top with the list of work packages at the bottom. For every work package that is located on a model or
map, a marker will be displayed in the top view. When you hover over the marker, the details of the
work package will be shown.

Note: that when you hover over a marker in the map or model view, the corresponding row at the
bottom is highlighted.
2. To view details of a particular work package, simply click on the work package ID.

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3. The details will pop up on the right side of the screen. It can be expanded by clicking on the expand
button.

Editing a Work Package

1. To edit a work package, navigate to Planning icon, click on the work package Id and select the edit
button.

The Details tab will let you edit any details entered when creating the work package.
The Comments tab will let you add additional comments.
The Audit trail tab gives the user information on activities performed with the work package form. For
example, an attachment added to the form, work package status updated, etc. For each such activity,
the person responsible for making the change and the date and time when the change was made is
recorded and displayed under this tab.
The Workflow tab highlights the status of the work package within the order.

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Exporting to pdf / Excel

1. To export a single work package, click on the work package ID in the Work planning page. When the
side bar pops out, select the Export to PDF button.

2. To export the list of work packages, select Export view to Excel in the Work planning page.

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Dashboards
Section Overview
This Section will demonstrate how to navigate the Dashboards within SYNCHRO Control. The
Dashboards in SYNCHRO Control are populated with the information supplied from the different
forms within the project. The Dashboard is divided up into three main Categories Construction Office
(RFI and Issue Forms), Construction Field (Observation and Daily Log Form), and Inspections
(Inspection Forms)
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Navigate between the different Categories
Basic Filtering of Users and Information
Access Forms
Export Dashboard information to Excel

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Categories

The Dashboard is divided up into three main Categories Construction Office (RFI and Issue Forms),
Construction Field (Observation and Daily Log Form), and Inspections (Inspection Forms)

Donut Chart - Users

The Donut Chart is divided into two categories Assigned to and Created by. The chart is populated
with the project Team Members based off the two Categories. Simply select the Team Member’s
name in the chart and the Table view will filter down to that Team Member.

Column Chart – State and Status

The Column Chart is divided into two categories Status and State for Office and Field Forms, and
Status and Form Type for Inspections Forms. State identifies the condition of the form such as Draft,
Open, or Closed. Whereas Status identifies situational status of the form within the workflow such as
Review, In Review, Approved or Draft. The State, Status and Form Type fields can be customized to
reflect existing workflows and processes.

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Quick Stats

The Quick Stats give an overview of 9 main KPI’s for the Category selected. Simply select the Quick
Stat required and the Table below will filter accordingly

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Table

The Table gives a list based on the fields selected in the interactive charts and quick stats. Filtering,
Sorting and Search functions can be also done directly in the table. The table can be exported to Excel
to view and share is required.

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SYNCHRO Control

3D/4D Workflow
Section Overview
This Section will explain 3D/4D workflows within SYNCHRO Control.
Section Pre-requisite
Basic Microsoft Windows knowledge
Knowledge of basic internet browser
Access to Bentley CONNECT account
Section Objectives
After completing this Section, you will be able to:
Creating an iModel using an .sp file
Creating an iModel using design files
Pinpoint issue locations in Forms
View Forms and Tasks in the model
View the 4D linked schedule

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Models

Loading an .sp file

1. Go to Administration > iModel Importer and select New

2. Enter the project Name and browse or drag and drop the .sp file to the dialog

3. Enter the username and password for the .sp file

4. Check the box to Set up this iModel for scheduling service. This will prepare the iModel to be opened
from SYNCHRO 4D Pro and set up a scheduling repository for collaborative workflows.
5. Optionally select Change cover to upload an image that will be displayed in the iModel Importer page
to help identify the model

6. Select Create. For a large .sp file it may take time for the conversion to finish. After the iModel is
created, you will see that it is marked Primary and 4D. Primary marks the first iModel
created. 4D marks the iModel where Set up this iModel for scheduling service is enabled and is the

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iModel that will be opened by SYNCHRO 4D Pro

NOTE: If the iModel is marked 4D Snapshot, it means you forgot to enable Set up this iModel for
scheduling service. A 4D Snapshot allows users to review a 4D sequence in Control, but does not allow
opening and editing the project in SYNCHRO 4D Pro. A single Control project cannot contain both a 4D

and a 4D Snapshot iModel. Click on the 3 dots to access the menu to Delete the iModel, then repeat
steps 1-6 making sure to check the box for Set up this iModel for scheduling service.

While a SYNCHRO Control project supports multiple iModels, only one iModel at a time can be set up
for scheduling service. If you need to upload a new .sp file for any reason, this will become the new 4D
iModel and the previous iModel would no longer be accessible by 4D Pro. See this topic for more
details about replacing the 4D iModel
7. The status will be displayed for the iModel deployment

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8. When the blue status bar stops moving and "Synced" is shown under the iModel name with a
timestamp, then it is ready to be opened in SYNCHRO 4D Pro

9. After the iModel is created, you can open it in SYNCHRO 4D Pro

10. You may also wish to customize permissions for project member roles and add additional usera

Video Link: Creating an iModel using SP Files

Upload iModel from ProjectWise Design Integration

1. Go to Administration>iModel Importer and select New

2. Enter the project Name

3. Check the box to Set up this iModel for scheduling service. This will prepare the iModel to be opened
from SYNCHRO 4D Pro and set up a scheduling repository for collaborative workflows.

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4. Do NOT upload an .sp file – if you upload an .sp file, you will not be able to use the iModel
Connections

5. Select Create.
6. After the iModel is created, you will see that it is marked Primary and 4D. Primary marks the first
iModel created. 4D marks the iModel where Set up this iModel for scheduling service is enabled and is
the iModel that will be opened by SYNCHRO 4D Pro

NOTE: While a SYNCHRO Control project supports multiple iModels, only one iModel at a time can be
set up for scheduling service. If you need to create a new 4D iModel for any reason, this will become
the new 4D iModel and the previous iModel would no longer be accessible by 4D Pro. See this
topic for more details about replacing the 4D iModel if needed
7. In Administration>iModel importer, click the … button on the iModel and choose Connections

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8. Select Create Connection

9. You will be prompted to indicate where the model files are stored. Select ProjectWise.

NOTE: Turning on the Individual file connector will you to SYNCHROnize multiple different types of
CAD files with a single connection

10. Then add your ProjectWise URL, Data source and Work Area

11. Select only the composite models – all reference files will be processed automatically. If you have
models from multiple file types (e.g. DGN and RVT), select the files of only one type now. You will
need to create a separate connection for each file type. Select Next

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12. Select the file that contains the desired geographic coordinate system for the project and press Next
or press Skip to use the first found geocoordinate system for the entire iModel. For more details
about geolocation in iModels, see this article

13. Select the Connector type from the drop-down based on the model source program and select Next

14. Enter a name for the Connection to identify it later and decide how frequently you would like the
model to be SYNCHROnized to the iModel. Automatic synchronizations will make sure that the latest
version of the file in the data source selected in step 10 (e.g. the Documents folder in SYNCHRO
Control via ProjectWise 365) is included in the iModel that will be opened by SYNCHRO 4D Pro. You
may set Schedule to Never if you wish to update the iModel manually when a model update is

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available.

15. Select Create

16. After the connection is created, the model files are not yet SYNCHROnized to the iModel. To do this
the first time, click on the … button on the right and choose Synchronize

17. You will see the Status

18. If the project contains additional file types, you will need to set up additional connections. To do this,
select the project name in the navigation breadcrumbs (or select Connections from the iModel menu

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in SYNCHRO Control>Administration>iModel importer)

19. From there, press New and repeat steps 10-18

20. When the Last sync status shows Succeeded (this may take a few hours depending on the size of the
model), return to SYNCHRO Control to complete the setup.
21. In Administration>iModel Importer, the status will be displayed

When the blue status bar stops moving and Synced is shown under the iModel name with a
timestamp, then it is ready to be opened in SYNCHRO 4D Pro

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Video Link: Adding an iModel using ProjectWise Connection

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Upload iModel from iTwin File Service - Control Documents

1. Go to Administration>iModel Importer and select New

2. Enter the project Name

3. Check the box to Set up this iModel for scheduling service. This will prepare the iModel to be opened
from SYNCHRO 4D Pro and set up a scheduling repository for collaborative workflows.
4. Do NOT upload an .sp file – if you upload an .sp file, you will not be able to use the iModel
Connections

5. Select Create.
6. After the iModel is created, you will see that it is marked Primary and 4D. Primary marks the first
iModel created. 4D marks the iModel where Set up this iModel for scheduling service is enabled and is

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the iModel that will be opened by SYNCHRO 4D Pro

NOTE: While a SYNCHRO Control project supports multiple iModels, only one iModel at a time can be
set up for scheduling service. If you need to create a new 4D iModel for any reason, this will become
the new 4D iModel and the previous iModel would no longer be accessible by 4D Pro. See this
topic for more details about replacing the 4D iModel if needed
7. Navigate to the Documents section of SYNCHRO Control. Open the folder where you would like to
store the model files (e.g. 01 – Design Documents)

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8. Upload your 3D model files to this folder by selecting New>Upload or using drag and drop to add one
or more files

NOTE: For *.vue files - .mdb2 should be in the same location with the .vue with and use the same
name.

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9. In Administration>iModel importer, click the … button on the iModel and choose Connections

10. Select Create Connection

11. You will be prompted to indicate where the model files are stored. Unless, your company is an existing
ProjectWise user, you should select iTwin File Service. iTwin File Service is a cloud storage and
collaboration tool for file sharing which is contained within SYNCHRO Control.

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NOTE: Turning on the Individual file connector will you to SYNCHROnize multiple different types of
CAD files with a single connection

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12. This will display the folder structure which has been defined in the Documents section of SYNCHRO
Control. Navigate to the folder that contains your models

13. Select only the composite models – all reference files will be processed automatically. If you have
models from multiple file types (e.g. DGN and RVT), select the files of only one type now. You will
need to create a separate connection for each file type. Select Next

14. Select the file that contains the desired geographic coordinate system for the project and press Next
or press Skip to use the first found geocoordinate system for the entire iModel. For more details
about geolocation in iModels, see this article

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15. Select the Connector type from the drop-down based on the model source program and select Next

16. Enter a name for the Connection to identify it later and decide how frequently you would like the
model to be SYNCHROnized to the iModel. Automatic Synchronizations will make sure that the latest
version of the file in the data source selected in step 10 (e.g. the Documents folder in SYNCHRO
Control via Twin File Service) is included in the iModel that will be opened by SYNCHRO 4D Pro. You
may set Schedule to Never if you wish to update the iModel manually when a model update is
available.

17. Select Create

18. After the connection is created, the model files are not yet SYNCHROnized to the iModel. To do this
the first time, click on the … button on the right and choose Synchronize

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19. You will see the Status

20. If the project contains additional file types, you will need to set up additional connections. To do this,
select the project name in the navigation breadcrumbs (or select Connections from the iModel menu
in SYNCHRO Control>Administration>iModel importer)

21. From there, press New and repeat steps 10-18

22. When the Last sync status shows Succeeded (this may take a few hours depending on the size of the
model), return to SYNCHRO Control to complete the setup.

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23. In Administration>iModel Importer, the status will be displayed

24. When the blue status bar stops moving and Synced is shown under the iModel name with a
timestamp, then it is ready to be opened in SYNCHRO 4D Pro

Video Link:Create iModels with "Individual File Connectors" Feature

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Viewing the Model in SYNCHRO Control

The model can be viewed in SYNCHRO Control in a few different locations, iModel Window on the
home page, Model View in My Tasks or in the Schedule Section.
1. iModel Window on the Home Page

2. Model View in My Tasks

3. Section View in Schedule

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Navigating the Model in SYNCHRO Control

1. Civil tools

A. Profile - The profile tool allows users to view the profile of an alignment or other linear geometry.
After the selecting the tool, the user needs to select the alignment or linear geometry they want
to view. After selection, a 2nd viewport will open which displays the vertical curve information of
the selected element. Within the 2nd viewport the user can see Stations, Slopes, K/R Values,
Intersect and Tangent points and more. When your cursor is in the profile view the elevation and
station will also be displayed along with a match line in the plan view to show where you are in

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both profile and plan.

Note: In order to have this level of detail in the profile view the design must be loaded from
OpenRoads Designer. Loading from an older Civil product or through an i.dgn file will not include
the alignment.

On the left side of the profile view the profile button will show if there are additional profile
associated with the alignment you selected. Those can be turn on or off

The gear icon in the upper right of the profile view “Profile view options” will allow you to turn
on or off crossing geometry and text associated to the profiles.

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B. Cross section: perpendicular - The Cross Section Tool view allows users to take a 2D slice of the
model and view the elements in a 2nd viewport. Two cross section tools are available:
Perpendicular Cross Section and 2 Points Cross Section. The Perpendicular Cross section allows
the user to snap the slice line to an alignment or other linear geometry. The slice can then be
moved down the alignment or a specific station can be entered.
Measurements can be taken within the cross section to view distances and slopes
Perpendicular cross section

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Note: Loading from an older Civil product or through an i.dgn file will not include the alignment.
The Cross Section tool can still be used without an alignment, but the stationing information will
not be available.
C. Cross section: 2 point
The three icons in the upper left of the cross section view allow you to measure on the cross
sections. The first icon working left to right allows you to measure a horizontal distance and the
slope between the two points you are measuring between. The middle icon will measure a
vertical distance between two points. The last icon on the right will measure an area on the cross
section all of these measurements will stay on the cross section as long as the element original
selected continues to be shown on the following cross section.

The gear icon in the upper right of the cross section view “Section View Options” lets you adjust
the station increment that you move through the cross sections with the navigation arrows in the
middle of the view

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D. Station Offset - The Station Offset tool allows users to measure an offset distance from a linear
element or alignment. First, the user must select the linear element, the tool will then take a
perpendicular measurement from the specified element to a desired point. If an alignment is
selected the tool will also show the station location of the measurement.

E. Civil Quantities - The civil quantities tool allows you to select an element that have civil data
attached to the element from OpenRoads Designer. If the element doesn’t have any civil data
associated with it the element cannot be selected.
Note: Loading from an older Civil product or through an i.dgn file will not include civil data.

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2. Section Tools

a. Plane allows selection by Plane

b. Element allows selection by Element
c. Range allows selection by Range
d. Shape allows selection by Shape

3. Measuring Tools

a. Distance measures the distance between two points selected in the model.
b. Area measures the area of a defined area
c. Location supplies coordinates within the model
d. Radius measures the distance of a defined radius
e. Angle measures the degrees of a defined angle

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4. Select Tool activates the selection mode to select elements. This also opens the Select Elements
menu.

5. Clear Selection allows you to un-select all selected elements

6. Hide allows you to hide selected Elements, Categories and Models

a. Elements will hide the individual elements selected

b. Categories will hide all the element assigned to the selected category
c. Models will hide all the elements and categories assigned to the model selected

7. Isolate allows you to isolate selected Elements, Categories and Models

a. Elements will isolate the individual elements selected

b. Categories will isolate the all the elements assigned to the selected category
c. Models will isolate all the elements and categories assigned to the model selected

8. Emphasize allows you to emphasize selected elements, while greying out the other elements.

9. Focus Selected Elements will focus in and center the selected element to the middle of the
screen

10. Select Single is a single selection method that allows the selection of individual elements

11. Select by Crossing Line is a multi-selection method. All the objects crossed by the line drawn on
screen will be selected.

12. Select by Box Corners is a multi-selection method. All the objects within the square drawn on
screen will be selected.

13. Replace Current Selection allows the replacement of the existing selecting method with a new
one

14. Add to Selection allows the additions of more objects to the current selection by selecting new
objects on screen

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15. Remove from Selection allows the removal of objects from current selection by selecting the
objects you want to remove from selection.

16. Fit View fits model or selected elements into center of the screen

17. Window Area will allow you to create a window and zoom in on the created window

18. Zoom About Point will allow you to select a point on the model and zoom in or out depending
on which way you move the mouse

19. Pan allows you to move or pan around the model. Select any point on the model pan in the
direct you want to move.

20. View Previous allows you to select between different camera positions you previously had.

21. View Next allows you to select between different camera positions you previously had.

22. Rotate About Point allows you to rotate the model at the selected point.

23. Expand or Exit Full Screen allows you to view the model on a full screen

24. Model Selection allows you to select other models within the project

25. View Selection allows you to change your view mode (Map, Calendar, Table)
26. Element Information Panel allows you to reference the attributes assigned to the elements form the
design software.

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27. View Cube allows you to click on the cube and rotate. The cube and the 3D model will rotate
around the center of the 3D view window. Selecting one of the View cubes options (Front, Back, Top,
Bottom, Left, Right) sets the camera to show the scene from the selected option.

28. Camera on/off gives the option to view the model in Isometric or Perspective view

29. Reality Data allows you to view and turn on and off the models reality data such as Bing Map.

30. Visibility Tree allows you to turn on or off elements by using the Model Tree, Categories, or
Spatial Containment.

31. Show/Hide Playback Bar will activate or remove the playback bar from the model screen.
32. Playback Bar allows you to play the sequence of the linked construction schedule. You can pick
different speeds and have the animation play on repeat.

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Saved Views allows you to save multiple views for ease of access to quickly view different part
of the model.

33. Selection Scope allows you to switch between Element, Assembly and Top
Assembly

34. View Display allows you to switch between different render modes (Smooth Shade, Solid Fill,
Hidden Line, Wireframe), and View Attributes

35. Settings allows you to switch the unit system from Imperial to Metric

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Forms
Once the SYNCHRO Control project has a model added users can tag the model within their forms.
1. To pinpoint a location on the model within the forms select the add button

2. Move the playback bar slider to the point in time within the model construction timeline you want to
tag.

3. Once the timeline is at the right spot, place the form icon to the exact point you want to pinpoint in
the model.

4. Once everything is complete select the blue check mark at the bottom of the screen.

5. Now you can give the Model location a description

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My Tasks
Once the SYNCHRO Control project has a model added users can tag the model within their forms.
Any form assigned to the user with a tagged model location will have an icon on the map view in My
Tasks
1. To view the tagged model icon info simply hover over the icon and select the Form ID#

2. For information on navigating in the My Task model see: Navigating the Model in SYNCHRO Control

Schedule
Once the SYNCHRO Control project has a model added users can run through the schedule timeline
and watch the 4D construction sequence in the 3D window

Note: For information on navigating the scheduling options see: 7.1 – Viewing the Schedule

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SYNCHRO Field
Section Overview
In this course you will learn the core functionalities of SYNCHRO Field. While in the field you can gain
access to manage, collaborate, and analyze your construction data within the cloud environment.
Section Pre-requisite
Familiarity with iOS environment.
Basic understanding of iOS operating system.
iOS 11+
Section Objectives
After completing this Section, you will be able to:
Create and complete tasks.
Upload, access, and manage documents.
Access other document repositories.
Redline and markups of PDF documents.
Create daily logs and RFIs.
Record issues and observations

Video Links:SYNCHRO Field: Getting Started

Video Link: SYNCHRO Field: Layout & Features

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Projects
1. From the iPad home, select the Field application.

2. Sign-in to gain access to SYNCHRO Field

3. Login with Bentley CONNECT credentials. For new user, you may create your Bentley profile by clicking
the Register to take you to the user registration process.

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4. The SYNCHRO Field iOS will request approval to access an options list.

Note: It is recommended to allow permission for all options.

5. After successful login, SYNCHRO Field home page opens with a list of all your recent projects under
My Projects. The Favorites tab will list any projects you have designated as your favorite projects. All
Projects will give you access to any projects that you have been assigned to. User may access
SYNCHRO Field in Landscape mode or Portrait mode

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Landscape

Portrait

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Home

Overview of the SYNCHRO Field Home page.

1. Begin by selecting a project, and the project home page will launch.

Top Bar

From the Top bar you will be able to return to SYNCHRO Field Home to view and access all

projects or Synchronize any changes made offline to Status Updates.

Project Information
Inside the project information page, you will find:
1. Project Name - Show the project name

2. Location and Weather - It is automatically populated during the project provisioning, based on
the latitude and longitude coordinate of the project.

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3. My Tasks - It displays all the tasks assigned to the user when they are logging into the system.

All tasks are listed and individually tagged with the Due date. Every task can easily be

differentiated by the symbol: The Site observations ( ), Issues (

), Daily Log( ), RFI ( ) and Work Package.( ).

Any overdue tasks will be tagged in red e.g. ( ) to get immediate user attention.
Bottom Bar
Bottom Bar gives access to all the Sections in SYNCHRO Field – Home, My Tasks, Create,
Documents, and More

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My Tasks

My tasks panel displays all tasks that are currently assigned to the user.

1. On the Top bar there are some tools to help users to locate assigned tasks.

2. Allows users to search in the list

3. Allows users to Filter and sort by Time, Name, Status, Priority and Due Date

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4. Allows users to Select Tasks in bulk.

Create

Create provides shortcuts to allow quick access to the Issue, Observation, Daily log, Inspection
and RFI.

1. Issue – to log and manage issues that arise in the project and prioritization of resolution.
2. Site Observation – to record/flag specifics at the site i.e. truck is blocking the way, rebar doesn't
have rebar caps.
3. Daily Log – to record information, incident, progress from each day at the job site.
4. Inspection - allows users to create and submit inspections for the construction project.
5. RFI – to log and manage Request for Information in the construction project
6. Work Package – allows users to create work packages in the field. Adding pictures, video, and
document information for the work package while in the field.

Video Link: Filling out Forms in SYNCHRO Field

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Documents

Viewing Documents

1. To view documents, go to the Documents button at the bottom left side of the
page. There are two view options: Downloaded and All documents
2. Users may select the Downloaded to view the any downloaded documents, or All documents to
view the main documents folders from SYNCHRO Control. Users can also choose Connections
which gives them direct access to their ProjectWise or SharePoint files. Lastly, they select Plan set
to view the plan set from SYNCHRO Control.

3. To view the online documents user must be connected to the internet. Viewing downloaded
documents does not require an internet connection.

Viewing PDF Documents

1. Select the PDF document

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2. The basic standard tools are available on the top right corner of the page

3. Search button allows users to search keyword within the document

4. Share is a standard iPad function to share, copy, print, save to files, and air drop

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5. Viewing Mode Contains view modes, page rotation and night mode setting

6. A Slider at the bottom of the page allows users to view all pages in the document.

7. gives a Thumbnail view of all the PDF Pages

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8. shows the document outline, annotation, bookmark available.

Viewing Office Documents

Users may select the document to view. By using the share ( ) button user may copy and edit
using Office application into local or share point.
Note: The edited office document cannot and will not change/replace the document inside the
document management.

Make Documents available as Offline

1. In the Documents page, select the three dots next to the file or folder, from the context menu, select
Download.

Note: Users need to be connected to the internet to download documents.

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Delete Documents using Field app

1. In the Documents page, select the three dots next to the file or folder, from the context menu, select
Delete.

2. Confirm the deletion by clicking Delete one more time.

Note: Deleting any documents (online and offline) will delete the documents from the server. Deletion
can only be performed when the user is connected to the internet.

Rename Documents using Field app

1. In the Documents page, select the three dots next to the file or folder, from the context menu, select
Rename.

2. Confirm the Rename by clicking Rename one more time.

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Note: Renaming any documents (online and offline) will rename the documents in the server.
Renaming can only be performed when user is connected to internet.

Remove Document from Device

1. In the downloaded document, select the three dots ( ) next to the file or folder, from the context
menu, select Remove from device.

PDF Markup Tool

1. In the Documents page, select the three dots ( ) next to the file or folder, from the context menu,
select Markup.

2. Users can create, assign, publish, and collaborate on issues related to markups with the PDF
document. The PDF markup tool is launched automatically in the new web browser as user
launch a PDF file. The tool is equipped with PDF standard manipulation and markup function.

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Top Bar

1. Panel has three options to choose from Thumbnail, Outlines and Navigate Folder.

2. View Controls gives multiple option on viewing the documents

3. Pan tool or “hand” progressively display adjacent areas of the document, just as you would by
moving a paper document around. The Arrow keys can also be used to navigate around a zoomed in
document
4. View will bring you back to the standard view when using the markup tools

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5. Annotate include options such as A: Highlight, B: Underline, C: Strikeout, D: Squiggly, E: Note, F: Free
Text, G: Rectangle, or H: Free Hand. With these options you can adjust the Color, Opacity, Text Size,
Stroke, Style, and Fill.

6. Shapes include options such as A: Free Hand, B: Rectangle, C: Ellipse, D: Polygon, E: Cloud, F: Line, G:
Polyline, or H: Arrow. With these options you can adjust the Color, Opacity, Stroke, Style, and Fill.

7. Insert include options such as A:Create Issue, B:Signature, C:Rubber Stamp, D:Stamp, E:File
Attachment, or F: Callout. With these options you can use Standard, Create or Upload existing.

8. Measure include options such as A: Distance B: Perimeter, C: Area, and D: Count Measurement. With
these options you can adjust the Scale, Precision, Color, Opacity, and Stroke.

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9. Search lists out search results for certain word

10. Markups is a list of all markup identifying when and who create them. Issues can be created directly
from Markup list. The Markups can be filter or sorted based of Dates, Statuses and Users.

11. Share is a standard iPad function to share, copy, print, save to files, and air drop

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Video Link: Documents and Markup in SYNCHRO Field

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Inspections
Inspections is a Section that allows users in the field to create and submit inspections for construction
projects.

Creating an Inspection
1. Creating an Inspection can be done in SYNCHRO Field App from the Project Home Page by
selecting Inspection in the Create Tab.

2. When creating a New Inspection any field with a Red Asterisk (*) are mandatory and need to be
populated in order to save the Inspection.
3. Inspection name is a free text field to assign a subject heading to the Inspection.

4. Pay item allows users to select a pay item for construction objects of a certain category.

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5. Form Type is pre-populated drop-down menu that allows the user to categorize the Inspection form
by type.

6. Select the Inspect button once all the mandatory fields are completed.
7. After you click Inspect, you will enter the inspection form where you can edit/view more details of
your inspection.

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8. Towards the bottom of the inspection form you will have the option to add Attachments

9. Users can add a Map Location which allocates the user to geographically pinpoint the location of the
Inspection in the Map. Select the check mark once you have the inspection icon on the required
location.

Note: option will locate your location on the map for reference

Video Link: Creating Inspection Forms

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Viewing Inspections

1. To access the Inspection Summary Table page from the Project Home Page, select the More button at
the bottom, then select Inspection on the More Options page.

2. Now you can access a list of previously created Inspections.

5. On the Top bar there are some tools to help users to locate assigned tasks.

6. Allows users to search in the list

7. Allows users to Filter and sort by Time, Name, Status, Priority and Due Date

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8. The Allows users to Select Tasks in bulk.

9. You can select any Inspection to enter the Inspection Details page. From here you can edit the
selected Inspection.

10. The icon allows users to edit form details, attach media files, and add comments.
11. The Save and sync green button allows users to sync the edited form.

12. The button next to Submit for review allows the user to save and sync later.

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More
More Options panel includes all available Sections including settings, Models, Issue, Site Observation,
Daily Log, Inspection and RFI.

Login and Sync Information

This displays the initials and name of the user who is logged into the system and identifies the
number of Synchronizations waiting in queue.

1. By selecting the user’s initials, the user may sign out by selecting the Sign Out option.

2. By selecting the Red circled number, the user may sign out by selecting the Sign Out option

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Settings
Allows the user to access the Field application setting Account, Feedback, General, and About.

1. Account setting identify the logged in user’s information and Sign out option.

2. Feedback settings allows users to Export application logs for bug reports, Clear logs, and stitch on/off
Send usage data to help us improve our product

3. General allows users to Clear local caches for all repositories.

4. About identifies the Version being used, links to What’s new, End user license agreement, Terms of
service, Privacy policy, and Acknowledgements.

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Forms
Forms is a quick Link to access to the Forms including Issues, Site Observation, Daily Log, Inspections,
RFIs, and work packages.

1. Users can select the type Form they want to view and list of exist forms will populate.

2. On the Top bar there are some tools to help users to locate assigned tasks.

3. Allows users to search in the list

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4. Allows users to Filter and sort by Time, Name, Status, Priority and Due Date

6. The Allows users to Select Tasks in bulk.

7. The icon allows users to edit form details, attach media files, and add comments.

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8. The Submit for Review green button will push the form to the next step in the workflow.

9. The button next to Submit for review allows the user to Save and sync, Save and sync later and
Send back.

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3D/4D SYNCHRO Field

3D/4D Workflow
Section Overview
This Section introduces you to access the Model service within the SYNCHRO Field App.
Section Pre-requisite
Familiarity with iOS environment.
Basic understanding of iOS operating system
Section Objectives
After completing this Section, you will be able to:
Access the Model in Field
Navigate through the Model
Create Forms and assign (Issues, RFI, Daily Log, and Observations) in the Model
View Status Updates
Update and change statuses in the Status Update Section

Video Link:Field Overview

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Models

Launching the Model

Once a model has been linked in SYNCHRO Control user will have access to the Model within the
SYNCHRO Field app.
1. From the More page click on the Models Icon at in the options

2. If this is the first time opening the Model in SYNCHRO Field, you will be required to Download the
Model you want to access. If the Model is already downloaded and changes have been made in
SYNCHRO 4D Pro you will be required to Update the Model.

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3. To remove a model, select the 3 dots on the bottom right corner of the iModel container, then select
the Remove from this device

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Main Screen Options

From the main Model screen there are different options on setting up the view of the model

1. The Play back bar activates the construction schedule animation sequence. Users can turn the
Playback bar on or off by selecting the clock icon on the top bar

2. User can change the view option by selectin the 3 Dots on the top bar. Fit View will center and fit the
whole model in the screen. Change render mode will give the option of different render to view the
model

3. Users have the option of viewing the model in Smooth, Hidden line, Solid fill, or Wireframe.

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4. Once objects on the model are selected, users have the option to view the Properties, Hide, Isolate,
Emphasize or Deselect

5. Users can switch from Previous or Next view by using the icon on the top bar.

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Tools

Tools can accessed on the bottom bar and include measure tools.

1. Users have the options of Distance and Location

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2. Distance can be measured by clicking on the initial point to be measured, then once again on the end
point of the measurement

3. Location can be identified by selecting a point on the model the location information is needed.

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Create

Create is a quick link to tag the model to a form

1. Choose the Form you want tagged to the model, then select the element in the model you want the
form tagged to. Once you have the Icon placed on the required element, select the green Create
arrow on the bottom right corner of the screen.

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2. This will open up the form to add all the required info

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Views

Views gives the users the option to switch between saved views within the model

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Status Updates

In SYNCHRO Field, users can record Status Updates and sync updates back to SYNCHRO Control
projects. For detailed steps to set up Resource Status in SYNCHRO 4D Pro, please refer to
SYNCHRO 4D Scheduling Quick Start Guide 2020 Section 10. In this section, we will skip the steps
to set up Resource Statuses and start from SYNCHRO Field app to update resource statuses.
1. From the More page click on the Models Icon at in the options

2. If this is the first time opening the Model in SYNCHRO Field, you will be required to Download the
Model you want to access. If the Model is already downloaded and changes have been made in
SYNCHRO 4D Pro you will be required to Update the Model.

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3. Once the model is downloaded or has been verified it is up to date, navigate to the More Section at
the bottom of the screen and select Status Update.

4. Once the status update open, users have the option of two views STATUS UPDATE or VIEWS

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5. From the
STATUS UPDATE view users can choose a predefined time period of tasks to be shown. At the top of
the Task List choose All tasks and Filter task option will be displayed.

6. Users also have the option to select saved views from the model form the VIEWS view.

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7. In the STATUS UPDATE view click on any of the tasks and this will isolate the associated 3D Resources
with the task.

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8.

9. To view and update the Resource statuses assigned to the task, select the Update status under the
task name.

10. The name of the Resource Status will be listed above the Resource Statuses.

Note: More than on Resource Status can be assigned to a Task

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11. Tap to select multiple 3D Objects, then select the Status required for the objects

Note: You can click the Item Selected button to clear your selection.
12. Once all the statuses have been updated, users can Sync updates to Control project by going to More
and click the Red Bubble with a number to sync back the server.

Video Link: Managing Status Updates

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