Push and Get Actions

Control Integrations typically have one direction that specific information travels. As data is generated or modified in one product, it does not automatically change in other connected products downstream; you must perform a sync action, referred to as “Push” or “Get”.

A Push sync occurs when you are in a program and you would like to send information to a different program

A Get sync occurs when you are in a program and you would like to retrieve information from a different program

You can view the various integration options by clicking on the Actions menu from the Control main page and hovering over the Sync option. The image and table below give a description of the sync type functions:

Overview – Sync Options
Sync Type	Function
1	Push CBS Structure	Syncs the Control CBS Structure to the ERP system.
2	Push CBS Structure and Budget	Syncs the Control CBS Structure, budgeted quantities, man-hours, and costs to the ERP system.
3	Push CBS Structure and Live Forecast	Syncs the Control CBS Structure and Live Forecasted quantities, man-hours, and costs to the ERP system.
4	Push CBS Structure and Actual Quantities	Syncs the Control CBS Structure and job-to-date actual quantities to the ERP system.
5	Push CBS Structure, Budget, Live Forecast, and Actual QTY	Simultaneously performs all the syncing functions listed above (1-4).
6	Push Pay Item	Syncs the Pay item list and data to the ERP system.
7	Push Billed Revenue	Syncs job to date billed amounts to the ERP system.
8	Push Forecast Revenue	Sync pay item revenue values (billed revenue, earned revenue, forecast revenue).
9	Get Quantities (Through Previous Pay Period or Job To Date	Retrieves the claimed quantities from InEight Plan and incorporates the information to Actual QTY within Control.
10	Get Actual Cost and MH	Retrieves actual project costs and man-hours from the ERP system and incorporates the information to Actual Costs and Actual Man-hours within Control.
11	Get Billed Revenue	Retrieves billed amounts from the ERP system and incorporates the information to Billed revenue within Control

Overview – Sync Options

Sync Type

Function

Push CBS Structure

Syncs the Control CBS Structure to the ERP system.

Push CBS Structure and Budget

Syncs the Control CBS Structure, budgeted quantities, man-hours, and costs to the ERP system.

Push CBS Structure and Live Forecast

Syncs the Control CBS Structure and Live Forecasted quantities, man-hours, and costs to the ERP system.

Push CBS Structure and Actual Quantities

Syncs the Control CBS Structure and job-to-date actual quantities to the ERP system.

Push CBS Structure, Budget, Live Forecast, and Actual QTY

Simultaneously performs all the syncing functions listed above (1-4).

Push Pay Item

Syncs the Pay item list and data to the ERP system.

Push Billed Revenue

Syncs job to date billed amounts to the ERP system.

Push Forecast Revenue

Sync pay item revenue values (billed revenue, earned revenue, forecast revenue).

Get Quantities (Through Previous Pay Period or Job To Date

Retrieves the claimed quantities from InEight Plan and incorporates the information to Actual QTY within Control.

Get Actual Cost and MH

Retrieves actual project costs and man-hours from the ERP system and incorporates the information to Actual Costs and Actual Man-hours within Control.

Get Billed Revenue

Retrieves billed amounts from the ERP system and incorporates the information to Billed revenue within Control

Sync Options

From the Control main page, click the Actions menu.
Select Sync from the Actions drop-down.
Select Push CBS Structure from the Sync drop-down.
- A toast message appears at the top of the screen showing the process initiated
- You follow the same steps for selecting the other synchronization options
- For the Get Plan Quantities option, you will need to select the Through Previous Pay Period option