Manage CDE Connections
Connect your organization to Common Data Environments (CDEs) and document management systems. Configure integration settings and manage authentication credentials for seamless document synchronization and data exchange.
This guide is designed for project-manager.
Steps
Step 1: Navigate to CDE Connections Settings
From Settings, click CDE Connections in the left menu. This page displays all configured CDE connections and integration statuses across your organization. You can add, edit, or remove CDE integrations from here.
Step 2: View existing CDE connections
The connections list shows all active CDE integrations including connection name, CDE type, status (Connected/Disconnected), and last synchronization time. Each connection shows connection details and allows for configuration management.
Use the search box to find specific connections by name or CDE type.
Step 3: Add new CDE connection
Click Add CDE Connection to set up a new integration. Select your CDE type (e.g., Aconex, Touchplan, Viewpoint, etc.) from the available options. Each CDE type requires different authentication methods.
Connection names must be unique within your organization.
Step 4: Configure CDE credentials
Enter authentication credentials for your CDE system. This typically includes API key, username/password, or OAuth credentials depending on your CDE type. Never share or expose sensitive credentials - they are securely encrypted.
Credentials are encrypted and never displayed after initial configuration.
Step 5: Set connection preferences
Configure how this CDE connection behaves including sync frequency, data types to synchronize, and project assignments. You can choose to automatically sync documents, pull project data, or synchronize team member information.
Some synchronization options may require additional permissions in your CDE account.
Step 6: Test CDE connection
Click Test Connection to verify that credentials are valid and the CDE system is accessible. This checks authentication and network connectivity. You'll see success or error messages indicating the connection status.
Fix any connection errors before saving to ensure synchronization works properly.
Step 7: Assign connection to projects
In the Projects section, select which projects should use this CDE connection. Multiple projects can share one connection, or each project can have its own dedicated CDE integration based on your needs.
Changes take effect immediately and will start syncing data based on configured preferences.
Step 8: Save CDE connection
Click Save Connection to store your CDE integration settings. The system will begin initial synchronization if enabled. Monitor the sync status on the connections list to confirm successful integration.
Step 9: Monitor synchronization status
Check the status column to verify synchronization is active. Click on a connection to view sync history, error logs, and recent data updates. Address any sync errors by updating credentials or checking CDE system status.
Initial synchronization may take time depending on the amount of data. Regular syncs follow your configured schedule.
Step 10: Disconnect or remove CDE connection
To remove a CDE connection, click Disconnect or the delete icon. Confirm the action. Disconnecting stops synchronization but retains previously synced data. Reconnecting will resume sync operations.
Projects using this connection will no longer receive data updates after disconnection.
Video Tutorial
Last updated: 2025-12-09