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ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
LYDON SOLUTIONS: CONSTRUCTION PROJECT MANAGEMENT SOFTWARE Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as à la carte apps for Microsoft SharePoint and Microsoft 365 (formerly Office 365).. Discover how Construction Viz can meet the unique need of yourorganization today.
ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Microsoft 365 Tools to Manage Construction Projects. Database. The database is the most crucial feature of any IT solution. With Microsoft 365, you have several options, including the following: SharePoint Online – Microsoft SharePoint's lists and libraries make it exceptionally flexible, allowing you to take it in almost limitlessdirections.
HOW TO USE MICROSOFT TEAMS FOR CONSTRUCTION TIMEKEEPING Microsoft released the Shifts add-in for Microsoft Teams as a simple schedule management tool for first-line workers in 2019. Shifts enables workers to track their hours and tasks right in Teams and even supports features like requesting time off and balancing workloads with the "move to open shifts" option. The add-in has a clean andintuitive
EASILY BUILD WEB-BASED CONSTRUCTION FORMS WITH MICROSOFT Microsoft Power Apps is a “low-code” or “citizen developer” platform for building web-based applications in Microsoft 365. It provides power users with an intuitive interface to drag and drop form controls onto a canvas and then easily connect to different data sources. Power Apps has a similar feel as Excel, in that logicexpressions
8 REASONS TO USE SHAREPOINT FOR CONSTRUCTION PROJECT Insights – Powerful tools for reporting and ability to web-enable Excel, Visio, Project, Access, and Excel. Composites – Robust no code solutions and mashups can be built to parse and share data as needed. 4. Built-in collaboration tools. SharePoint, unlike most other construction PMIS tools, is designed to share data by default. USE THE CHOICE FIELD IN SHAREPOINT TO ENSURE CONSISTENT Name the column, e.g., “Cables.”. 2. Select “ Choice Field .”. 3. In the “ Description” field, enter what you want users to see on the form when they update the record (e.g., “underground cabling”). 4. Select “yes” for the “ Require that this column contains information” option if you want this field to HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
ADD A CONTENT EDITOR WEB PART TO A SHAREPOINT PAGE Get instructions to enable it below). Click Add. You should now see the Content Editor web part in the zone you selected. Edit the Content Editor web part. 1. To edit the Content Editor, click on the upside down triangle on the right and select Edit Web Part. 2. FILTER YOUR SHAREPOINT VIEW TO SHOW DOCUMENTS REQUIRING Select a list or library. Click “Create” and select “Standard View”. Scroll down to the “Filter Options” in the View Menu. Select “Show items only when the following is true”. Under “Show the items when column,” select following options from the dropdown box: the field you want to filter (e.g. “Created By” or“Modified
3 WAYS TO ORGANIZE YOUR DOCUMENTS IN SHAREPOINT Approaches to Organizing Documents in SharePoint. 1) Organizing Documents in Folders. Most organizations primarily use folders in Document Libraries to store documents. Organizing by folders is popular because it builds on the familiar. File folders are based on the way paper documents used to be stored in file cabinets. LYDON SOLUTIONS: CONSTRUCTION PROJECT MANAGEMENT SOFTWARE Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as à la carte apps for Microsoft SharePoint and Microsoft 365 (formerly Office 365).. Discover how Construction Viz can meet the unique need of yourorganization today.
ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO USE MICROSOFT TEAMS FOR CONSTRUCTION TIMEKEEPING Microsoft released the Shifts add-in for Microsoft Teams as a simple schedule management tool for first-line workers in 2019. Shifts enables workers to track their hours and tasks right in Teams and even supports features like requesting time off and balancing workloads with the "move to open shifts" option. The add-in has a clean andintuitive
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. LYDON SOLUTIONS: CONSTRUCTION PROJECT MANAGEMENT SOFTWARE Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as à la carte apps for Microsoft SharePoint and Microsoft 365 (formerly Office 365).. Discover how Construction Viz can meet the unique need of yourorganization today.
ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO USE MICROSOFT TEAMS FOR CONSTRUCTION TIMEKEEPING Microsoft released the Shifts add-in for Microsoft Teams as a simple schedule management tool for first-line workers in 2019. Shifts enables workers to track their hours and tasks right in Teams and even supports features like requesting time off and balancing workloads with the "move to open shifts" option. The add-in has a clean andintuitive
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. EASILY BUILD WEB-BASED CONSTRUCTION FORMS WITH MICROSOFT Microsoft Power Apps is a “low-code” or “citizen developer” platform for building web-based applications in Microsoft 365. It provides power users with an intuitive interface to drag and drop form controls onto a canvas and then easily connect to different data sources. Power Apps has a similar feel as Excel, in that logicexpressions
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Microsoft 365 Tools to Manage Construction Projects. Database. The database is the most crucial feature of any IT solution. With Microsoft 365, you have several options, including the following: SharePoint Online – Microsoft SharePoint's lists and libraries make it exceptionally flexible, allowing you to take it in almost limitlessdirections.
DIFFERENCE BETWEEN A SINGLE-LINE VS. MULTI-LINE TEXT Refer to the table below for a comparison. Single-line vs. Multi-line Text Column in SharePoint. Single-line Text Column. Multi-line Text Column. Maximum Length. 255 characters. • List = 63,999 characters. • Document library = Unlimited (optional) Filter and sort in a view. 8 REASONS TO USE SHAREPOINT FOR CONSTRUCTION PROJECT Insights – Powerful tools for reporting and ability to web-enable Excel, Visio, Project, Access, and Excel. Composites – Robust no code solutions and mashups can be built to parse and share data as needed. 4. Built-in collaboration tools. SharePoint, unlike most other construction PMIS tools, is designed to share data by default. ADD A CONTENT EDITOR WEB PART TO A SHAREPOINT PAGE Get instructions to enable it below). Click Add. You should now see the Content Editor web part in the zone you selected. Edit the Content Editor web part. 1. To edit the Content Editor, click on the upside down triangle on the right and select Edit Web Part. 2. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
3 WAYS TO ORGANIZE YOUR DOCUMENTS IN SHAREPOINT Approaches to Organizing Documents in SharePoint. 1) Organizing Documents in Folders. Most organizations primarily use folders in Document Libraries to store documents. Organizing by folders is popular because it builds on the familiar. File folders are based on the way paper documents used to be stored in file cabinets. USE THE CHOICE FIELD IN SHAREPOINT TO ENSURE CONSISTENT Name the column, e.g., “Cables.”. 2. Select “ Choice Field .”. 3. In the “ Description” field, enter what you want users to see on the form when they update the record (e.g., “underground cabling”). 4. Select “yes” for the “ Require that this column contains information” option if you want this field to FILTER YOUR SHAREPOINT VIEW TO SHOW DOCUMENTS REQUIRING Select a list or library. Click “Create” and select “Standard View”. Scroll down to the “Filter Options” in the View Menu. Select “Show items only when the following is true”. Under “Show the items when column,” select following options from the dropdown box: the field you want to filter (e.g. “Created By” or“Modified
LYDON SOLUTIONS: CONSTRUCTION PROJECT MANAGEMENT SOFTWARE Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as à la carte apps for Microsoft SharePoint and Microsoft 365 (formerly Office 365).. Discover how Construction Viz can meet the unique need of yourorganization today.
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. DIFFERENCE BETWEEN A SINGLE-LINE VS. MULTI-LINE TEXT Refer to the table below for a comparison. Single-line vs. Multi-line Text Column in SharePoint. Single-line Text Column. Multi-line Text Column. Maximum Length. 255 characters. • List = 63,999 characters. • Document library = Unlimited (optional) Filter and sort in a view. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
LYDON SOLUTIONS: CONSTRUCTION PROJECT MANAGEMENT SOFTWARE Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as à la carte apps for Microsoft SharePoint and Microsoft 365 (formerly Office 365).. Discover how Construction Viz can meet the unique need of yourorganization today.
HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. DON’T MESS WITH DEFAULT CONTENT TYPES IN SHAREPOINT To illustrate, let’s look at a document library, which includes a “document” content type by default. If you don’t see a similar view, make sure “management of content types” is activated in the advanced settings of your document library. If you click on the “Document” hyperlink under the Content Type column, you’ll seethe
ORGANIZING YOUR INTRANET FOR THE FUTURE WITH SHAREPOINT Organizing your intranet for the future with SharePoint hub sites. June 30, 2020 How-To. Microsoft recently introduced SharePoint hub sites to help users organize their intranet sites better. A key advantage of the hub sites is that they enable you to model relationships between sites as links, rather than as hierarchy orownership, thereby
USING LIST & DOCUMENT LIBRARY TEMPLATES IN SHAREPOINT Then follow the steps below. Once you have created a list or library in SharePoint, go into Settings and click the “Save list as a template” link under the Permissions and Management column. 2. Fill in the File Name (used when you export), Template Name (what will show in your Site Contents Apps), and a Template Description (a handy wayto
HOW TO ACCESS CHECKED-OUT FILES Here's how. Go into the document library settings. Click on "General Settings". Select "Manage files which have no checked in version". Under the "Checked Out Files" view, you will see the currently checked out files. Select the files you want to check back in, then click "Take Ownership of Selection" to become the owner. DASHBOARDS MADE SIMPLE WITH SQL SERVER MOBILE REPORT PUBLISHER Construction Viz and SQL Server Mobile Report Publisher from Microsoft let you build and easily share gorgeous custom project dashboards with your team.. If a picture is worth a thousand words, then a well-designed dashboard is worth ten thousand. Dashboards and visual reports are essential for construction organizations managing multiple projects, letting stakeholders see project status and KEEP YOUR DOCUMENTS IN SYNC WITH SHAREPOINT COPY 1. From the Original File Document Library, click on the SharePoint Files Menu. 2. Select “Manage Copies” from the Copies menu. 3. From the Manage Copies menu, you will see the locations of all the copies and which copies will prompt you for updates. DIFFERENCE BETWEEN A SINGLE-LINE VS. MULTI-LINE TEXT Refer to the table below for a comparison. Single-line vs. Multi-line Text Column in SharePoint. Single-line Text Column. Multi-line Text Column. Maximum Length. 255 characters. • List = 63,999 characters. • Document library = Unlimited (optional) Filter and sort in a view. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
COMPANY | MICROSOFT SHAREPOINT | LYDON SOLUTIONS Lydon Solutions is a Women Business Enterprise (WBE) consulting group providing next-gen construction project management solutions that empower owners, construction managers, A&E firms, and contractors to be more productive in the field and the office. Founded in 2009 and with offices in California and Washington, our team is made up of both HOW TO START MANAGING CONSTRUCTION PROJECTS IN MICROSOFT Welcome to the third part of our blog on how to get started with managing construction projects in Microsoft 365. You can read the first and second parts here. If you have been following along, you should have your new Microsoft 365 tenant set up and the infrastructure in place. MICROSOFT PLANNER FOR CONSTRUCTION PROJECTS Microsoft Planner is a task management application that is part of Microsoft 365, both as a desktop and a web app. Like SharePoint and Teams, Microsoft designed Planner for team collaboration. Where Planner shines is the board view, which uses a Kanban-style UI to manage tasks. Kanban is a visual signal to trigger an action andtranslates
CONSTRUCTION VIZ
Construction Viz is a flexible project management software solution available in the cloud, on-premise, or as à la carte apps deployable in Microsoft 365 (formerly Office 365) and SharePoint. Powerful reports & dashboards. Complete mobile & offline support. HOW TO CONFIGURE SHAREPOINT REQUIRED FIELDS Scroll down to the Columns section of the Library Settings. 4. Click on a Column that you would like to make required. 5. Scroll down to the Additional Column Settings and to select “Yes” to make the field required or “No” to make it optional. 6. Select OK to saveyour changes. A
CONNECT A SHAREPOINT CALENDAR WITH OUTLOOK Click the Connect to Outlook button in the Ribbon. 4. A browser dialogue box will appear. Allow the website to open a program on your computer. 5. Select “Yes” when prompted to Connect this SharePoint Calendar to Outlook. 6. If your SharePoint is externally hosted, you may be asked to log in. ADD A CONTENT EDITOR WEB PART TO A SHAREPOINT PAGE Get instructions to enable it below). Click Add. You should now see the Content Editor web part in the zone you selected. Edit the Content Editor web part. 1. To edit the Content Editor, click on the upside down triangle on the right and select Edit Web Part. 2. HOW TO IMPORT DATA FROM EXCEL INTO SHAREPOINT IMPORANT: Make sure to include all the columns in your view that are required or the import will not work! Step 5 – Highlight the data from your Excel file and copy it (Control-C). Then paste (Control-V) the data in an open row in the Edit View of the List. Step 6 USE THE CHOICE FIELD IN SHAREPOINT TO ENSURE CONSISTENT Name the column, e.g., “Cables.”. 2. Select “ Choice Field .”. 3. In the “ Description” field, enter what you want users to see on the form when they update the record (e.g., “underground cabling”). 4. Select “yes” for the “ Require that this column contains information” option if you want this field to 8 REASONS TO USE SHAREPOINT FOR CONSTRUCTION PROJECT Insights – Powerful tools for reporting and ability to web-enable Excel, Visio, Project, Access, and Excel. Composites – Robust no code solutions and mashups can be built to parse and share data as needed. 4. Built-in collaboration tools. SharePoint, unlike most other construction PMIS tools, is designed to share data by default. * Skip to primary navigation * Skip to main content* Skip to footer
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CONSTRUCTION VIZ
Construction Viz is a powerful and flexible construction project management software solution optimized to YOU and your workflow. Available in the cloud, on-premise, or as la carte apps for MICROSOFT SHAREPOINT and OFFICE 365. Discover how Construction Viz can meet the unique need of yourorganization today.
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Professional Services __ PROFESSIONAL SERVICES Your business needs to move fast, sometimes faster than your headcount. Get fully-qualified construction project resources when you need them from Lydon Solutions. Available on-demand professional services include construction project management, project controls, finance and accounting, reporting, document management, business process engineering and more.Read More >
Business Consulting __BUSINESS CONSULTING
Get expert help from consultants who know construction and IT. Lydon Solutions can work with you to increase productivity and lower costs for your construction projects by refining business processes and applying the best technological tools. Start today with a free consultation.Read More >
Office 365 Services __ OFFICE 365 MANAGED SERVICES Lydon Solutions provides worry-free management services for Microsoft Office 365 to help your organization get the most out of the platform. Experience everything Office 365 has to offer tailored for your team with customizations specific to construction project management. Do more with powerful Office 365 tools like SharePoint Online, Power BI, Power Automate, OneDrive, Teams, and more.Read More >
CONSTRUCTION VIZ
A flexible construction project management solution powered by Microsoft SharePoint™ 2016, SQL 2016 and Azure. Read More >CUSTOM SOLUTIONS
Robust custom solutions to meet client needs. If your challenge doesn't fit into a box, we're here to help. Read More > PROFESSIONAL SERVICES Get fully-qualified construction project resources when you need them from Lydon Solutions. Read More >CUSTOM SOLUTIONS
Robust custom solutions to meet client needs. If your challenge doesn't fit into a box, we're here to help. Read More >BUSINESS CONSULTING
Get expert help from consultants who know construction and IT. ReadMore >
CUSTOM SOLUTIONS
Robust custom solutions to meet client needs. If your challenge doesn't fit into a box, we're here to help. Read More MICROSOFT TECHNOLOGY EXPERTS We build construction project management solutions powered by the latest Microsoft enterprise technologies that you already know andtrust.
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Best-in-class and industry-standard software.__
Simple-to-use and familiar UI and tools.__
Easy integration with your existing systems.__
Ongoing software support and updates. MICROSOFT TECHNOLOGY EXPERTS We build construction project management solutions on the latest Microsoft enterprise technologies that you already know and trust. WE’VE GOT THEIR BACK. AND YOURS. We are proud to work with some of the best construction and utility organizations around. We are here to help you too. WE’VE GOT THEIR BACK. AND YOURS. We are proud to work with some of the best construction and utility organizations around. We are here to help you too.UPCOMING EVENTS
CMAA TRAINING WEBINAR: SUPERCHARGE YOUR OFFICE 365 WITH CONSTRUCTIONVIZ
Webinar
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May 21, 2020 - May 21, 2020View Details >
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WHAT'S NEW
Tips from the Field |February 25, 2020
TIPS FROM THE FIELD: LIST AND DOCUMENT LIBRARY TEMPLATESRead More >
Miscellaneous |
February 20, 2020
MOVING TO MICROSOFT OFFICE 365 FOR PROJECT MANAGEMENT? WHAT YOU NEEDTO KNOW
Read More >
Tips from the Field |January 13, 2020
TIPS FROM THE FIELD: CREATING OFFICE 365 GROUPSRead More >
How-To | January 8,2020
OFFICE 365 GROUPS – WHAT ARE THEY AND HOW ARE THEY USED?Read More >
Read More >
FOOTER
ABOUT
LYDON SOLUTIONS is a WBE consulting group specializing in construction project management software solutions using Microsoft SharePoint.Learn more >
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