Construction Viz

Project Management Perfect

Power Automate

Simpler Project Management with the Construction Viz Project Tracker App

Project Tracker |

When planning a construction project and seeing it through to closeout, it’s essential that you use the right tools to keep the entire project team on track. We created the Construction Viz Project Tracker app to assist with this process.

The Construction Viz Project Tracking app, available for Microsoft 365 and SharePoint, combines all of your critical project information into a single interactive dashboard for easy reporting, resolving issues, and monitoring the schedule and budget.

The benefits of using Project Tracker

Keep track of everything you need to know about your projects with the Project Tracker app. You can use Project Tracker to:

1. Keep track of 1000s of projects with ease. The Project Tracker app allows you to manage tasks for one or several customers associated with a project. Roll up tasks from multiple customers into one easy-to-read dashboard to see everything at a glance.
2. Manage permits to issuance. Identify permitting requirements and work on hundreds of permits to keep your team on track.
3. Prepare the Job Package Binder. With a click of a button, the Project Tracker can prepare the job package binder for your construction foreman to take on the job site.
4. Be productive anywhere with full mobile and offline support. Use our lineup of Construction Viz offline mobile forms, such as The Daily Inspection Report, to track programs and projects from a mobile device.
5. Always know where your projects are happening with GIS integration. View your projects spatially. Load in GIS layers to overlay on top of your projects.
6. Tag documents in seconds. Construction Viz makes document management for your project easy, letting you tag documents to one or many projects based on the dynamic that you define.
7. Integrate with Power Automate. The Project Tracker app integrates into Microsoft Power Automate to give you the option to send alerts or create workflows.

Check out our presentation about the Project Tracker app to learn more and see how one major California utility company uses the tool to manage complex maintenance projects involving over six thousand transmission towers.

Get started with Project Tracker and Construction Viz

The Project Tracker app is a part of the Construction Viz Suite, which offers more than thirty-one construction forms to assist with project management. Find out more about Construction Viz and see how we can help you better manage your projects by requesting a free demo today.

Your Flows, Your PMIS: Power Automate & Construction Viz

Power Automate |

Power Automate is a Microsoft 365 service that automates time-consuming business tasks and processes. It makes it practical and simple for line-of-business users to build workflows across applications and services. Most PMIS systems on the market have their own proprietary workflow functionality, but what makes Microsoft’s Power Automate unique, is that it is a stand-alone service that can integrate with both Microsoft 365 as well as external applications.

Being that Construction Viz can be deployed into Microsoft 365, we deeply integrated Power Automate into our application so you can build, deploy, and support your flows from within the Construction Viz hub directly inside your Microsoft 365 tenant. With Microsoft’s free, on-premises data gateway, you can also connect Power Automate flows (as well as other Power Platform services) to line-of-business systems behind your corporate firewall. In fact, we have leveraged the Gateway to connect client’s Microsoft 365 environments to our hosted Construction Viz service offering which opens up a wide array of possibilities.

Power Automate

We make it easier than ever to add your own manual triggers and configurable buttons that allow users to link their flows and add it to any app.

So, What Could You do with Power Automate and Construction Viz?

Send out Construction Viz Action Items for review that will update one or more Microsoft 365 applications at one time from a single workflow. This is triggered by using a button you can add to the Action Item form. So not only will the alert notification display as an action item in a user’s ball-in-court, but it can also update:

• Microsoft To Do – as a task
• Outlook – as an email approval request, a task or event
• Planner – as an event
• Teams – as a post
• Excel – as an action item in a Worksheet

Why is this important? Because every company or employee might manage their work in different Microsoft 365 applications. For some users, it’s Excel. For others, it might be Outlook, and so on. With Power Automate, you can configure the workflow around how you work and what applications in Microsoft 365 you use frequently.

Other Power Automate workflows can include:

• Creating PDFs from Construction Viz forms as well as attachments
• Extracting data from Excel to use in Construction Viz apps
• Emailing alerts from Power BI dashboards embedded in Construction Viz

To get you started, we have built a set of Power Automate workflows that work with Construction Viz and can be imported into your Microsoft 365 tenant. Once imported, you can modify as needed to create the solution that works best for your organization.

Get Started with Power Automate

Get the most out of Microsoft 365 by combining Construction Viz with Power Automate to create unparalleled solutions.

To find out more, schedule a free demo of Construction Viz. If you need help with Microsoft 365 setup for your construction organization, check out our managed services at Lydon Solutions.