Related Resources
Construction organizations often rely on a suite of specialized tools for field execution, scheduling, procurement, and financial management. Adopting an enhanced portfolio management platform such as “Planview” doesn’t mean you have to abandon these trusted systems. Instead, these platforms offer robust integration capabilities that allow you to maintain operational management in your existing tools while gaining powerful portfolio-level planning, analytics, and strategic oversight. This hybrid approach delivers strategic insights without disrupting established workflows.
Below is a step-by-step guide to successfully integrating enhanced PPM platforms with your existing construction environment:
- Assess Your Integration Needs
Begin by mapping out which systems and data sources need to connect. Common integration points in construction include project management platforms (like Procore), ERP systems, scheduling tools, and document management solutions. Clarify your goals-whether it’s real-time progress tracking, centralized reporting, or improved resource allocation.
- Leverage Pre-Built Connectors and Integration Models
Leading platform solutions will provide an extensive library of pre-built, no-code connectors- that support integration with leading construction and business tools15. These connectors are designed to be easy to configure and maintain, reducing the need for custom development and accelerating deployment.
An example of this is the Planview AdaptiveWork integration with Procore, that allows construction companies to synchronize project tasks, schedules, and financials between platforms, ensuring that updates in the field are automatically reflected at the portfolio level2. This streamlines collaboration and provides up-to-the-minute project details to all stakeholders.
- Configure and Map Data Flows
Use intuitive, point-and-click interfaces to map data fields between systems. Standardize and normalize data using reusable integration models, ensuring consistent reporting and analytics across all platforms5. This step is crucial for maintaining data integrity and enabling reliable cross-tool reporting.
- Visualize and Monitor Your Integration Landscape
Within these platforms you are able to visualize the flow of your information between your tools using the integration views5,7. These dashboards provide a clear map of all connected systems and the data exchanged, making it easier to manage integrations and demonstrate their value to stakeholders.
- Automate Workflows and Synchronize Updates
Enhanced platforms will supports automated, bi-directional data synchronization, so changes made in one system are reflected across all integrated platforms in near real time5,2. This eliminates manual data entry, reduces errors, and ensures everyone is working from the latest information.
- Monitor ROI and Optimize Performance
Metrics dashboards allows you to track adoption, usage, and the business impact of your integrations5. Use these insights to identify bottlenecks, measure efficiency gains, and continuously improve your integration strategy.
- Scale and Adapt as Your Needs Evolve
As your organization grows or your toolchain changes, integration capabilities scale with you. You should expect your Platforms to support both cloud and on-premises deployments and adapt to new tools and business requirements quickly and efficiently5,7.
Conclusion
Integrating your existing construction tools with enhanced PPM Platform capabilities enable you to combine the strengths of your operational systems with advanced portfolio management, analytics, and strategic planning. By following these steps, you can achieve seamless collaboration, real-time visibility, and data-driven decision-making-without disrupting your day-to-day operations.
