With the Procore to SharePoint Integration, you now have the power to add tools to existing syncing projects effortlessly. Here's what you need to know:
Adding Tools: You can easily add extra tools to your project, but removing existing ones isn't an option. This ensures your project structure remains intact while allowing for expansion.
Project Path Location: You won't be able to change the project path location. This keeps things consistent and prevents potential complications.
Edit Project Button: If you've already added all the tools to your project, the "Edit Project" button won't work. Similarly, if you're using company documents sync or folder sync options, you won't be able to edit your project.
In a nutshell, while the Procore to SharePoint integration streamlines project management, it's important to understand its features and limitations to make the most out of it.
Please refer to the steps below in order to add tools to an existing syncing project:
1. Login and Access Integration Settings: Log into your SyncEzy account and open the integration. Navigate to the configuration tab.
2. Edit Project: Locate the project you want to edit and click on the pencil icon given on the right side of the project configuration. Keep in mind that you can't edit the project if all tools are already selected, or if you're using company documents or folder sync feature.
3. Select Tools: Choose the tools you want to add to the project.
4. Click on "Select this location" and then "Update" on the next screen.
5. Confirmation: After updating, the screen will refresh, and you'll see the newly added tools in your project. They will soon be synchronized with your project's folder path, alongside the other tool folders.