Sync Project Files with SharePoint

Upload folders and files on the cloud-based Linarc project file repository to a your SharePoint location and keep them in sync, ensuring centralized, secure access to all critical project documents. This integration allows you to maintain a structured and organized file repository in SharePoint without duplicating effort. All files, whether manually uploaded or generated through modules like RFIs, Submittals, or T&M tickets, are automatically pushed from your Linarc project drive to the connected SharePoint site.

• Ensure all project-related documents are securely backed up in real time or on demand, based on your sync preferences.

• Allow company stakeholders and team members without Linarc access to view project files directly from SharePoint, using existing Microsoft 365 permissions.

Pre-requesite: Your SharePoint account must be configured through the Company Admin Console before you can sync project files from Linarc. If the configuration has not been completed, please contact your company administrator for assistance.

To sync your project files in SharePoint

• Ensure that you are in the 'External Drive' screen of the project management console. If not,
  • Open the project management console
  • Click the app launcher icon in the top-right and select 'Project'
  • Select 'Drive' from the options on the left
• Select 'External Drive'. 

You can see the external drives to which you can sync your project files. Each pane will show the configuration status of the drive. From this screen, you can either set up a manual sync or enable the auto sync option to automatically sync the files as they are uploaded.

• Click the toggle switch at the bottom to set the integration to 'In Use', then click the  button to initiate the export of your project files to SharePoint

Upon syncing, a new folder named after your project is created in your SharePoint site. Within this folder, the system automatically generates subfolders corresponding to each drive (such as Company Drive, Project Drive, and System Drive) and transfers the relevant files accordingly. 

• Click the button whenever you want to export the files to your SharePoint site.
• Enable 'Auto Synchronize' for auto-synching. Any new folders/files added, deletions, and renaming of items from the Linarc console reflect on your SharePoint site in real time.