Dataclips can be provisioned through our self-service portal for users with a minimum permission of project_config.
Third-Party integrations or custom reporting requirements will often require datasources that can be automated and built into an integration. SYNCHRO Perform is able to support the individual needs of projects, by providing these data streams through Dataclips. For multiple projects, please include the URLs to each project and the specific dataclips you need provisioned.
SYNCHRO Perform is adept at delivering tailor-made data solutions via Dataclips, serving diverse integration and reporting requirements. Prioritising performance and efficiency, SYNCHRO Perform generally avoids offering live Dataclips. The preference is for backgrounded Dataclips, which better suit the need for performance efficiency.
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Backgrounded Dataclips: Operating as the default mode, these Dataclips execute queries at set intervals, with a standard 4-hour refresh cycle. This method balances regular data updates with optimal system performance. Additionally, for projects where updates are needed beyond this routine schedule
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Live Dataclips: In light of performance considerations, live Dataclips, which run queries in real-time, are typically not available. This approach is strategic to uphold the best possible system performance and user experience.
To provision these dataclips for your project, you are required to have a user permission role of project_config:
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Under Settings > Go To Project > Dataclips > Provision Dataclips
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Each individual user can generate their own credentials for dataclips
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Use the Username and Password provided for your account in any application you wish to utilise the dataclip for
Currently the following dataclips are available for self-service provisioning:
| Dataclip | Description |
|---|---|
| Activity Export | Similar to the export within the web UI |
| Applicable Rates | Used to review rates that are currently being applied to a resource |
| Attendance Export | Similar to the export within the web UI |
| Discussion | Used for reporting timeline entries recorded against activities |
| Docket Export | Similar to the export within the Web UI |
| Equipment Item Export | Similar to the export within the Web UI |
| Event Export | Similar to the export within the Web UI |
| Invoice Export | Similar to the export within the Web UI |
| Other Resources Export | Similar to the export within the Web UI |
| People Exception Export | Similar to the export within the Web UI |
| Person Export | Similar to the export within the Web UI |
| Purchase Order Export | Similar to the export within the Web UI |
| Quantity Progress Report | Similar to the export within the Web UI |
| Reporting Periods | Used to review the intervals of reporting and the calculation engine for Earned Value |
| Resource | Used to access resources currently on a project with the Resource UUIDs for the API |
| Resource Exception Report | Similar to the export within the Web UI |
| Resource Usage Export | Similar to the export within the Web UI |
| Resource Usage Export (Last 10 Days) | Similar to the export within the Web UI. A live dataclip restricted to the last 10 days. |
| Resource Usage Export (Last 20 Days) | Similar to the export within the Web UI. A live dataclip restricted to the last 20 days. |
| Resource Usage Export (Last 60 Days) | Similar to the export within the Web UI. A live dataclip restricted to the last 60 days. |
| Snapshot Export | Similar to the export within the Web UI |
| Supervision Roster Export | Similar to the export within the Web UI |
| Tagged Item Attributes | Used to report attributes against the available tagged items on a project |
| Tagged Item Completions | Used to report date of completions against available tagged items on a project |
| Tagged Item Registers Export | Similar to the export within the Web UI |
| WBS Export | Similar to the export within the Web UI |
| Work Roster Export | Similar to the export within the Web UI |
If you require dataclips not listed, please log a support request via the Support Portal.
Depending on the size of the dataclip, you may receive an initial error "dataclip stale." This is likely due to the dataclip being accessed for the first time, or going dormant after a long period of no use. Calling the dataclip will trigger a new refresh/download that will eventually correct any stale dataclip errors initially encountered. On projects with large data volumes, the self-service dataclips may not always be successful. If you require additional dataclips, or any of the existing or not working, then please submit a service request with the following information.
Required information:
Project URL:
Project Contact:
Reason/Requirement:
Dataclips Required:
Basic Dataclips
- activities: Activity Export
- analytics_export: Analytics Export
- applicable_rates: Applicable Rates
- attendances: Attendance Export
- dockets: Docket Export
- equipment_items: Equipment Item Export
- events: Event Export
- invoices: Invoice Export
- other_resources: Other Resources Export
- people_exception: People Exception Export
- people: Person Export
- purchase_orders: Purchase Order Export
- quantity_progress: Quantity Progress Report
- reporting_periods: Reporting Periods
- resource_exceptions: Resource Exception Report
- resource_usages: Resource Usage Export
- resource: Resource
- snapshots: Snapshot Export
- supervision_roster: Supervision Roster Export
- tagged_item_attributes: Tagged Item Attributes
- tagged_item_completions: Tagged Item Completions
- tagged_item_registers: Tagged Item Registers Export
- work_roster: Work Roster Export
- work_statuses: WBS Export
Intelligence Dataclips
*Note - Intelligence Dataclips require an advanced knowledge of the domain model, and are more specifically for users who are currently using the PowerBI in-built service offering.
- pbi_dim_activity: PBI Dimension: Activity
- pbi_dim_project: PBI Dimension: Project
- pbi_dim_series: PBI Dimension: Series
- pbi_dim_time: PBI Dimension: Time
- pbi_dim_unit_of_measure: PBI Dimension: Units of Measure
- pbi_fact_series_values_except_planning_linear: PBI Fact: Series Values except Planning Linear
- pbi_fact_series_values: PBI Fact: Series Values
- pbi_label: PBI Labels
Datafile Parameter & Custom Dataclips
*Note - Intelligence Dataclips require an advanced knowledge of the domain model, and are more specifically for users who are currently using the PowerBI in-built service offering.
- activity_duration: Activity Duration
- activity_timespans: Activity Timespans
- calendar_parameters_default: Default Calendar Parameters
- calendar_project: Project Calendar
- calendar_working_hours_activities: Activities Working Hours Calendar
- constraints: Constraints Export
- custom_amounts: Custom Amounts
- discussion: Discussion
- progress_correction: Progress Correction
- project: Project
- report_comment: Report Comment
- report_with_workflow: Report With Workflow
Example Service Request
Project URL 1: https://{company}.e7.site/projects/1
Project URL 2: https://{company}.e7.site/projects/2
Project Contact: Joe Bloggs (Commercial Manager)
Reason/Requirement: Required for PowerBI Analytics and also regarding automation for Project timesheets checks
Dataclips Required:
- resource_exceptions: Resource Exception Report
- resource_usages: Resource Usage Export
- resource: Resource