NOTE: This feature is still in beta state.
From your Sphere XG user account, you can connect to your Autodesk or Procore accounts. With these connections, you can seamlessly integrate Sphere XG into your existing workflows. You can make all task management changes in Autodesk or Procore and view these changes in Sphere XG along with the reality capture.
Integrations are part of your user account settings. They are not tied to the workspace. In other words, if you are member in two workspaces, you can also use the integrations in both workspaces.
You can enable projects to use integrations, i.e. you sync a Sphere XG project with an Autodesk or Procore project. This synchronization will also be available for all other members who have permissions for this project.
Preparatory Steps in Autodesk or Procore
You must have an account in Autodesk or Procore
Administrators must install the Sphere XG app.
For more information on required preparations, see the corresponding Autodesk or Procore documentation.
Establish the Connection in Sphere XG
You can connect to Autodesk or Procore in your user account settings, either in the Sphere XG Dashboard or in the Sphere XG Viewer.
Click the
icon on the top right side.Select Integration accounts.
3. Click Connect for the integration you want.
If you do not yet have an account, you need to create and authorize an account. For Procore an invitation from an administrator is required.
4. Follow the instructions on the screen to connect to Autodesk or Procore.
NOTE: If the connection fails, check with your administrator whether all preparatory steps in Autodesk or Procore were made.
You can leave the Integration accounts page by clicking Close in the top left corner.
Connect a Project to an Integration
Go to the Integrations tab of the project page.
1. Enable the switch for the integration you want.
2. Select an Autodesk hub or a Procore company.
3. Select the Autodesk or Procore project that you want to enable.
You can also disable a project integration by deactivating the switch for the corresponding integration. Note that you can only re-enable the project integration if you have an integration account.
NOTICE: If you have at least the project editor role, you can disable the project integration even if you do not have an integration account. This will remove the integration meta data from the project and thus also prevent other members to use Autodesk or Procore with this project.
You can also create annotations in Sphere XG that will be visible in ACC or Procore, see Create and Manage Annotations.