Construction Viz

Project Management Perfect

Jeff Lydon

Simplifying Construction Drawing Management and Access with Construction Viz, SharePoint, and Clover AI

Drawing Management |

Getting the right drawing into the hands of field personnel should be simple. Too often, it is not.

To find what they need, field teams often need to navigate complex PMIS (project management information system) interfaces, search through folders, and verify revision histories before they can be confident they are looking at the latest approved drawing. On a mobile device and in the middle of active fieldwork, those extra steps create unnecessary friction.

"Getting the right drawing into the hands of field personnel should be simple. Most PMIS make it complicated instead."

With our Clover AI Copilot Agent for Microsoft 365 and Construction Viz, we have simplified that experience.

Building a Better Foundation for Drawing Management

Most companies are already using SharePoint to manage their drawings.

The Construction Viz Drawing Management solution takes it a step further by introducing metadata that tracks drawing revisions, connects drawings to related project workflows, and stores project information within the client’s SharePoint environment.

"Construction Viz combines structured metadata with Clover AI to give field teams quick access to the latest approved information, wherever they are working."

Because that information is organized using structured metadata, it creates a strong foundation not only for managing drawings, but also for search, reporting, and AI-enabled project intelligence.

Construction Viz combines structured metadata with Clover AI and SharePoint capabilities to give field teams quick access to the latest approved information, wherever they are working.

With Clover AI, SharePoint AI, and Skills capabilities, Construction Viz can use that foundation to deliver a more streamlined drawing experience specifically for field users.

Faster, Simpler Access to Current Drawings

This AI-enhanced approach enables interactive HTML reports and targeted interfaces that give users quick access to the project information they need without requiring them to navigate the full project management system.

Key capabilities include:

  • Interactive live HTML reports with automatic data refresh, tailored to specific audiences
  • Simple, field-focused interfaces for accessing drawings
  • Automatic access to the latest approved drawing revision
  • No Power BI license required
  • No Copilot license required for end users
  • Flexible embedding within emails, SharePoint pages, and Construction Viz dashboards

The result is a mobile-friendly experience that helps field teams quickly access current project information while keeping the underlying data, AI capabilities, and reports securely within the organization’s Microsoft 365 environment.

Turning Clover AI into Practical Construction Workflows

These enhanced drawing management capabilities go beyond creating another report.

Clover AI is Lydon Solutions’ construction-focused Copilot Agent, designed to put Microsoft AI to work against real project information and workflows. Combined with Construction Viz, it turns structured project data into more useful, accessible information for the people who need it.

By bringing together Construction Viz, SharePoint, and Clover AI, organizations can create targeted business applications and user experiences around the way their teams actually work.

That is an important part of our approach. Rather than adding AI simply as another standalone feature, we apply it to construction-specific workflows where it can help teams find information, generate reports, analyze project data, and make better decisions faster.

"Rather than adding AI as a standalone feature, Clover AI puts it to work against real construction data and workflows."

As Microsoft continues to expand the AI capabilities available across Microsoft 365 and SharePoint, Construction Viz and Clover AI provide a practical way to apply those technologies to real construction use cases.

If you can imagine it, we can deliver it.

Learn more about Clover AI and Construction Viz, and sign up for a trial to see how your organization can use Microsoft 365, SharePoint, Clover AI, and Construction Viz to create more efficient construction workflows.

Get a Free Consultation

Create Contract Templates Faster with Copilot, SharePoint, Forms, and Construction Viz

Project Management Tools |

Summary: Construction Viz, Copilot, Forms, and SharePoint come together to streamline contract creation. Teams enter project-specific details through a structured form, which automatically populates an approved Word contract template and stores the completed document in SharePoint. The result is a faster, more consistent workflow built on familiar Microsoft 365 technology and tailored for construction teams.

Construction organizations create a steady volume of contracts, many of which follow a standard format. Yet each agreement still requires careful updates to vendor information, dates, payment terms, scope details, and other project-specific fields.

That routine work adds up. Teams must locate the correct template, identify every field that needs to change, enter the right information, review the document for errors, and save the completed contract in the appropriate location.

“The problem is not creating the contract template. It is updating every agreement accurately and consistently.”

The above multi-step workflow is exactly the kind of repetitive, structured workflow where AI can provide practical value.

Using Microsoft Copilot, Construction Viz, SharePoint, and Forms organizations can create standard contract template into a repeatable contract-generation process.

How the Contract Template Workflow Works

The process begins with an approved Word contract template.

  • Upload a contract template Word Document to a SharePoint Document Library.
  • Create a SharePoint Modern Template in another Document Library that references the uploaded file.
  • Setup the Modern Template
    • Create/name the fields that need to be completed for each vendor. You only have to do this once.
    • Map the Modern Template fields to fields to field locations in your contract Word Document.
    • You can keep the fields as separate list columns or Map the fields to fields in a Construction Viz form list like a contract or a change order. By mapping them to existing Construction Viz fields, it ensures that contracts are created from a standard vendor list, contract #, payment terms, etc.
    • Publish your template.
  • Creating a contract
    • Option 1: Share a link to Microsoft Form that is automatically created by Copilot for users to complete. When a user completes the form, a new Word Document contract is automatically created in the Document Library.
    • Option 2: When a user uploads a new Document, they will be prompted to fill in fields in a form. Once saved, they will see the updates to the document in real time.

Watch the video walkthrough below to see how Copilot,  Microsoft Forms, and SharePoint work together to generate a completed contract.

Making Microsoft Technology Practical for Construction

This workflow described above reflects an in-depth knowledge of both construction and IT to solve today’s industry challenges. It also ties into a broader approach and goals behind Construction Viz.

“Construction Viz turns Microsoft’s latest technology into practical workflows optimized for construction project management.”

Construction Viz is built natively on Microsoft 365 and SharePoint, giving organizations a familiar foundation that works with technologies many teams already use. As Microsoft introduces capabilities such as Copilot, Lydon Solutions helps translate them into practical workflows optimized for construction project management.

Put AI to Work in Your Construction Workflows

The most valuable uses of AI are often not the most complicated. They are the workflows that remove repetitive work, improve consistency, and help teams use information more effectively.

To see how Copilot and Construction Viz can support contract creation and other project workflows, request a Construction Viz demo using the form below.

You can also schedule a free one-hour consultation below with Lydon Solutions to explore how Copilot, SharePoint, and Microsoft 365 can improve the way your organization manages construction information.

Get a Free Consultation

Introducing Project Email Integration in Construction Viz

Emails |

Summary: Construction Viz now supports a centralized project inbox for system-generated communications, including RFIs, Daily Reports, and Submittals. Teams can use a Microsoft 365 Group email or another address to improve visibility, preserve a more complete project record, and support existing workflows without forcing a new way of working.

Email remains a critical part of construction project delivery. RFIs, submittals, daily reports, approvals, and other important communications often move through team inboxes alongside the project management system.

Rather than forcing teams to abandon the tools and workflows they already use, Construction Viz is designed to bring those workflows together.

Our new Project Email Integration gives each project a centralized email inbox, in addition to each application’s default email history, that can become part of the broader project record.

How Project Email Integration Works

Administrators can configure a dedicated email address for each project, including projects managed within a multi-project Construction Viz environment.

All system-generated communications, including RFIs, Daily Reports, Submittals, and other project notifications, can automatically copy the designated project email address in addition to the default Construction Viz email history for every application.

Organizations can use a Microsoft 365 Group email address and share access with authorized project team members, creating a centralized inbox where communications remain visible and accessible. The feature can also work with other email addresses, providing flexibility for different project structures and technology environments.

“Project Email Integration brings important communications into one shared, accessible project inbox.”

Key Benefits

  • Centralized communication: Keep important project emails in a single shared location.
  • A more complete project record: Capture system-generated communications alongside other project information.
  • Improved team visibility: Give authorized team members access to a common project inbox.
  • Microsoft 365 integration: Extend the tools and infrastructure many organizations already use.
  • Flexible configuration: Support different email setups, project structures, and workflow preferences.

Built Around How Project Teams Actually Work

Project Email Integration reflects a broader Construction Viz principle: technology should support how teams work, not force every organization into a single prescribed process.

Construction Viz is built as a modular and configurable platform within Microsoft 365 and SharePoint. Organizations can select the apps and capabilities they need, adapt workflows to their project requirements, and maintain control of their own project data.

“Construction Viz supports the way project teams work and never forces never forces every organization into the same prescribed process.”

Project Email Integration is another practical step toward connecting project information while preserving the flexibility construction teams need.

Interested in learning how Construction Viz can support your project workflows? Contact Lydon Solutions to explore a configuration built around your organization’s needs.

Get a Free Consultation

“Viz-ualize” Your Construction Schedule with the Construction Viz Schedule App

Scheduling |

Summary: The Construction Viz Schedule App helps construction teams make schedule data more visible, collaborative, and reportable within Microsoft 365 and SharePoint, without replacing existing tools such as Excel, Microsoft Project, or Primavera P6.

Most construction organizations already have established tools and processes for managing project schedules. For many teams, that means using Excel-based Gantt charts, Microsoft Project Desktop, Oracle Primavera P6, or a combination of all three.

These tools are deeply embedded in construction project workflows, and replacing them is rarely simple or practical.

That is why the Construction Viz Schedule App is designed to enhance how teams collaborate around schedule data, not force them to abandon the systems they already use.

A More Connected Way to Manage Schedule Data

Construction schedules are only useful when project teams can access, review, update, and act on them. But in many organizations, schedule information still lives in separate files, desktop applications, or disconnected systems.

That fragmentation can make it difficult to keep teams aligned across scope, schedule, and budget.

“Construction Viz allows organizations to leverage their existing Microsoft 365 infrastructure while improving visibility and control across projects.”

Construction Viz helps solve this by providing a centralized Microsoft 365-based platform where project information can be organized, shared, and reported on in one connected environment. Built on SharePoint, Construction Viz allows organizations to leverage their existing Microsoft 365 infrastructure while improving visibility and control across projects.

Introducing the Construction Viz Schedule App

The Construction Viz Schedule App brings schedule data into a dynamic Gantt chart experience, making it easier for teams to view, share, and collaborate on project schedules.

Instead of creating another disconnected scheduling tool, the Schedule App supports a more practical approach: keep using the scheduling systems your teams already rely on, while making schedule data more visible and useful across the project environment.

Key capabilities include:

“The Schedule App supports a practical approach: keep using the scheduling systems your teams already rely on, while making schedule data more visible and useful across the project environment.”

  • Gantt chart view of activities for a clear visual representation of project schedules
  • Bulk import from Excel or CSV to quickly bring in existing schedule data
  • Recurring updates to help keep schedule information current with minimal effort
  • Centralized storage in SharePoint Lists to support Power BI reporting and future Copilot insights
  • Audit-ready document management, with uploaded files stored in SharePoint libraries for versioning and traceability

Improve Scheduling Visibility Without Disrupting Existing Workflows

The goal of the Construction Viz Schedule App is not to replace Excel, Microsoft Project, or Primavera P6. Instead, it gives teams a better way to collaborate around schedule data within Microsoft 365 and SharePoint.

By centralizing schedule information in Construction Viz, organizations can improve transparency, reporting, and coordination across projects without disrupting existing tools and processes.

“For construction teams looking to get more value from Microsoft 365, the Schedule App provides a practical step toward more connected project management.”

For construction teams looking to get more value from Microsoft 365, the Schedule App provides a practical step toward more connected project management.

Interested in learning more about the Construction Viz Schedule App or the broader Construction Viz platform? Use the form below to request a demo.

Lydon Solutions also offers a complimentary one-hour consultation to help construction and engineering organizations make better use of Microsoft 365 for project management.

Get a Free Consultation

Try Construction Viz With a Free Trial Site

Project Management Tools |

Want to see what construction project management can look like inside YOUR Microsoft 365 and SharePoint?

Lydon Solutions provides Construction Viz Trial sites so construction and engineering organizations can explore a fully functional baseline configuration of the platform. Reach out today to request a Trial site for your organization.

Stop Using SharePoint as Just a Construction Document Folder

Many construction and engineering organizations already rely on Microsoft 365 and SharePoint every day. Project teams use it to store documents, collaborate on files, manage permissions, and keep information accessible across the organization.

But for many teams, SharePoint never moves much beyond basic document storage.

Project files end up organized in folders. Forms live in spreadsheets, PDFs, or one-off lists. Workflows depend on email reminders and manual follow-up. Reports are assembled from disconnected sources. Over time, teams create makeshift Microsoft 365 solutions that solve one problem at a time, but do not scale across projects, departments, or the enterprise.

It does not have to be this way.

With the right structure, SharePoint can become much more than a place to store project documents. It can serve as the foundation for a comprehensive construction project management platform.

See What SharePoint Can Really Do for Construction Project Management

Construction Viz transforms Microsoft 365 and SharePoint into a purpose-built solution for construction project lifecycle management. Instead of forcing teams into another disconnected system, Construction Viz works with the Microsoft tools many organizations already use.

The Construction Viz free trial gives teams access to a fully functional instance of Construction Viz deployed to a SharePoint site, so interested parties can see first hand how Construction Viz can deliver real value on day one in their own SharePoint.

This trial site is not just a static demo or a collection of screenshots. It is a working baseline configuration that allows teams to preview real project management workflows, including:

  • Centralized forms and project data capture
  • Ad hoc workflows,notifications, and ball in court
  • Real-time reporting and dashboards
  • Cost and schedule management
  • Drawing and specification management
  • Task Management
  • Metadata based Document control
  • Project communications and collaboration

A Flexible Starting Point for Better Project Management

The free trial provides a default Construction Viz configuration so teams can quickly understand the platform and see how core functionality works. From there, Construction Viz can be expanded with a growing lineup of modular construction project apps and customized to support an organization’s specific workflows, reporting requirements, permissions, project controls, and business processes.

Request a free trial to preview a fully functional Construction Viz Trial site and see how Microsoft 365 can support better project controls, document management, reporting, and project delivery.

Get a Free Trial Site

Managing Record Revisions and Versions in Construction Projects with Construction Viz

Document Control |

Construction projects involve many stakeholders, each with different responsibilities and priorities, but all working toward the same objective: delivering the project on time and on budget. To achieve this, project records must be well organized, clearly controlled, and consistently understood by everyone involved. Two critical capabilities that support this goal are revision management and version management.

While these terms are often used interchangeably, they serve distinct purposes within a Project Management Information System (PMIS).

How Construction Viz Accommodates Differences

Revision Management

Revision management is used to track formal, overall changes to a form or document. A revision indicates that a record has been reissued and supersedes a previous version. Each revision must be clearly identified and organized, so all project participants know which revision is current—and can reference prior revisions if scope, schedule, or budget changes occur.

Construction Viz includes robust revision management for any application that requires full‑record revisions, such as submittals or RFIs. Users can create a revision by selecting the Create Revision action, which copies the previous or original record, carries forward only designated fields, and automatically increments the revision numbering while maintaining a relationship to the original record.

All revisions are organized and displayed within the form itself, providing a complete revision history. The grid view of all records displays the latest revision by default, but can be toggled to show all revisions, depending on user preference. In addition, drawing and specification revision numbers can be manually assigned unique alphanumeric naming conventions to accommodate the client’s drawing management processes.

Revisionmanagement

Version Management

Version management, on the other hand, tracks incremental changes made to form fields and files over time. These updates may occur frequently and must be logged to maintain a clear audit trail, including who made the change and when it occurred.

Construction Viz captures metadata for every record created or modified, including the user and timestamp. Because Construction Viz leverages Microsoft SharePoint as its underlying data platform, it also takes full advantage of SharePoint’s native version control capabilities. Every change to a file or list item is automatically tracked using major and minor versions, enabling granular change analysis and the ability to restore previous versions if needed.

Built for Control and Transparency in Microsoft 365

By combining structured revision management with comprehensive version tracking, Construction Viz ensures that project teams always work from the correct information while maintaining visibility into historical changes. All project records are managed securely within your Microsoft 365 environment, providing transparency, accountability, and confidence across the entire project lifecycle.

Learn how Construction Viz can help your projects manage revisions, versions, and project records—entirely within your Microsoft 365.

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