Data synchronization

You can work in ProjectSight for iPad without connecting to the internet. The next time your iPad is connected, you can sync your project data to ensure that your ProjectSight products have the latest information.

The data that you add while you're out in the field is assumed to be the latest, so the changes from ProjectSight for iPad overwrite the data from ProjectSight for the web. To see the overwritten information, you can check the record's History tab in the web application.

  • If a field is changed more than once in ProjectSight for iPad before it's synced to the web application, only the final change is uploaded and noted on the History tab.
  • If the record is already locked in the web application, changes such as new comments and assignments aren't uploaded. They may also remain in the record in ProjectSight for iPad.
  • If a drawing status is changed to Obsolete in the web application, the drawing is no longer available in the iPad application after syncing.
  • The date and time of new and edited items in the activity stream are updated to reflect the local time when they were synced.

When you sync the project:

  • Your user login permission is first downloaded to determine which records and drawings you have access to. If you share your ipad with other users, ensure that they log off before you log in with your credentials.
  • New and modified records, including draft records, are uploaded to and downloaded from the database. Only the record data that has changed since the last synchronization is updated.

    • In the same RFI record:

    • The project manager updates the Location and Importance fields in ProjectSight for iPad.
    • You update the Location and Discipline fields in ProjectSight for the web.

    When the project manager syncs the project data, the changes to the RFI record are merged:

    • The change in the Location field is uploaded to ProjectSight for the web. When the same field is updated in the iPad and web applications, the information from ProjectSight for iPad is used.
    • The change in the Importance field is uploaded to ProjectSight for the web.
    • The change in the Discipline field is downloaded to ProjectSight for iPad.
  • For new and edited comments, the date and time are updated to reflect the local time when they were synced.
  • All non-record data, such as metadata and nomenclature, is uploaded to and downloaded from the database.
  • Files that are linked to records are uploaded to the database. They're in the default folder for the record type and number, such as <RecordType> Documents/RecordNumber.
  • All new files in the File Library are uploaded to the database.

  • If the Sync File Library toggle is on, the files in folders with automatic synchronization are downloaded from the database.

  • Files that are linked to records are uploaded to Trimble Connect. They're in the default folder for the record type and number, such as RecordType Documents/RecordNumber.
  • If the Sync File toggle is on, files linked to records are downloaded. If the Sync File toggle is off, files linked to records are not downloaded but you will have the option of downloading them on demand.

Sync your data often, so the latest project information is available. The duration of the synchronization process depends on the amount of data that is synced. When the process is done, you can go to another area.

You can check the log to see if any errors occurred.

You link a photo to a safety notice after it was locked in ProjectSight for the web. After you sync the project, you see that the record wasn't updated.

Error in sync log
  1. Ensure that your iPad is connected to the internet.
  2. On the navigation toolbar, click menu (Navigation) > Sync.

    3. —Or—

    On the project home page, clicksync(Sync) on the navigation toolbar.

  3. File Library : To download the files in folders with automatic synchronization, turn on the Sync File Library toggle.

    4. Trimble Connect: To download files linked to records and drawings, turn on the Sync Files toggle.

  4. To download your current drawings, turn on the Current Drawings toggle.
  5. To download previous drawing revisions, select the Include Past Revisions check box.

    6. Only download files that you need as this will decrease the duration of the synchronization process.

  6. Click Sync button.