Download Template

The latest template v3.7 is now available for download - SYNCHRO 4D Pro Template_v3.7.zip

 

Important:

• Please go through the prerequisites to setup the PBI Connector.
• The template only works for projects using SYNCHRO 4D Pro v6.5 and above, and has Process User Fields enabled under SYNCHRO Sync Settings.
• Some visuals will need to be customized in order to display your project-specific data. 
• Review Known Limitations around the Connector and Templates.
• Reach out to SYNCHRO Support if you encounter any errors or discrepancies in data.

The template includes the following reports - 

Gantt

  

EVA

Resource Status

Planned Quantity

 

Prerequisites

1. Follow the instructions to set up a 4D Control project and install Power BI, as provided here.
   
   
2. To open the Control project with the template, go to Home ribbon > Transform Data dropdown > Edit parameter > ProjectID - Enter SYNCHRO Control project URL -
   
   Note: CostCode option is currently unavailable.
   
   
3. In 4D Pro, run the following Scripts to capture Data Date, Budgeted Cost, Actual Cost, Is Critical, and Planned Physical Quantity -
   
   TASK ASSIGN_UF("PBI_Data Date", DATE, DATA_DATE))
   TASK ASSIGN_UF("PBI_Budget at Completion (BAC)", NUMBER, PROPERTY("Budget at Completion [BAC]"))
   TASK ASSIGN_UF("PBI_Actual Cost (ACWP)", NUMBER, PROPERTY("Actual Cost [ACWP]"))
   TASK ASSIGN_UF("PBI_Is Critical", BOOL, PROPERTY("Critical"))) // Compute Critical Path first
   TASK ASSIGN_UF("PBI_Physical Quantity", NUMBER, SUM(RESOURCE(EXIST(UFV("SolidEntityAspect.Volume"))).UFV("SolidEntityAspect.Volume"))) // Change the User Field Name as necessary
   TASK(NOT STATUS == 1 AND PROPERTY("Planned Finish") < PROPERTY("Actual Finish")) ASSIGN_UF("PBI_Early/Late Finish", STRING, "Late")
   TASK(NOT STATUS == 1 AND PROPERTY("Planned Finish") > PROPERTY("Actual Finish")) ASSIGN_UF("PBI_Early/Late Finish", STRING, "Early")
   TASK(NOT STATUS == 1 AND PROPERTY("Planned Finish") == PROPERTY("Actual Finish")) ASSIGN_UF("PBI_Early/Late Finish", STRING, "On-Time")
   
   
   Critical Path can be computed from here -
   
   
   Multiple Scripts can be pasted and run as one as shown below, but its recommended to create separate scripts for data that does not need refreshing as often.
   
   
   
   
4. Run the following User Field Formula to calculate Planned Duration - 
   
   STRING_DURATION(PROPERTY("Planned Duration"),CALENDAR)
   
   
   
   
   
5. If working with Resource Statuses, make sure to assign a Not Stated status to all relevant Resources in 4D Pro - 
   

 

Customizing the Template

1. Update WBS visual 

   To update the WBS hierarchy levels, select the visual and drag-drop additional levels from under TaskWBSHierarchy table to Visualizations pane > Fields - 
    

2. Update Resource Status categories

   To update Resource Status categories, select the visual and select the required Status Set Name from under the Filters pane -
   
   
   Then search for the User Field Name to track corresponding physical quantity from under the Filters pane - 
   
   
   Note: All visuals within the section would require customizations, wherever applicable.