Framework connects to the tools your team already uses. File storage connections let you import PDFs into a project’s Files. Data connections bring schedules, staffing and logs into a project’s Data tab, where the agent can read them too.
What you can connect
- File storage — Box, Dropbox, Google Drive, OneDrive and SharePoint. Import drawings, specs and other PDFs into Files.
- Scheduling — Microsoft Planner, Microsoft Project and Primavera P6 (uploaded .xer files).
- Workforce — Bridgit Bench, for who’s staffed on each project.
- Spreadsheets & lists — Microsoft Excel workbooks and SharePoint Lists, for logs and trackers.
Workspace connections and personal connections
- Just you. File storage connections are personal. They use your own account, and only you can import through them. Nobody else in the workspace sees your files.
- Workspace. Data connections such as Microsoft Project, Excel, SharePoint Lists and Bridgit Bench are shared with everyone in the workspace. Workspace admins manage them.
- Either. Microsoft Planner can be connected for the whole workspace or just for you.
If you’re not an admin, a workspace connection you can’t manage shows A workspace admin can connect this.
Connect file storage
- Click your initials in the top-right corner, then Workspace settings.
- In the left menu, under Workspace, click Integrations.
- Find the service under File storage and click Connect.
- Sign in to that service and allow access. You come back to the Integrations page, and the row shows Connected.
Connect project data
Data sources are connected from inside a project, so you can choose what comes in at the same time. In the project, open Data in the left rail and click + Connect. See Project Data Tab.
Once a data source is connected, it also appears on the Integrations page so you can reconnect or remove it.
Reconnect or remove a connection
Each connected service shows its status next to it:
- Connected — working normally.
- Finishing sign-in — the sign-in hasn’t completed yet.
- Needs reconnecting — access has expired or been revoked. Reconnect it.
- On the Integrations page, click the … menu beside the connection’s status.
- Choose Reconnect to sign in again, or Remove to disconnect it.
Removing a workspace connection affects everyone. Its projects stop syncing and its synced records are deleted from Framework. Nothing changes in the tool itself. Removing a personal storage connection only affects you. Documents you already imported stay in Files.
