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Configure CDE sync mode

Choose how your connected CDE synchronises documents into PlanOps, including how much history to import and when new data appears.

Audience

This guide is designed for project manager.

Steps​

Step 1: Review available sync modes​

Open the sync settings step of the CDE connection wizard and review the list of available sync modes, including what each mode does and how it handles document history.

Review available sync modes

Step 2: Compare sync behaviour and volume impact​

For each mode, read the detailed behaviour description and check the estimated information units (IU) usage against your organisation’s remaining IU balance to understand the impact of your choice.

Compare sync behaviour and volume impact

Step 3: Select the appropriate sync mode​

Click the card for the sync mode that best fits your project needs, such as syncing everything for full history or limiting to current or new documents to reduce data volume.

Select the appropriate sync mode

Step 4: Handle IU limit warnings and overrides​

If the estimated IU usage for the heaviest mode exceeds your remaining balance, review the warning shown, and if you are an organisation admin either enable the override or choose a lighter sync mode instead.

Handle IU limit warnings and overrides

Step 5: Confirm and continue​

When you are happy with your selection, confirm the chosen sync mode to move to the next step of the connection setup, or go back if you need to adjust earlier settings.

Confirm and continue

Last updated: 2026-08-31