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Synchronization

Introduction​

The Synchronization page is where you run SR-BRIDGE manually.

Use this page after you finish the configuration steps so you can choose what data to process and start the run from the desktop app.

Overview​

This page has three main parts:

  • A Select list to choose the sync action
  • A Run button to start the process
  • A Status area to show the latest result and run history

When the page first opens, the status may show that the application is waiting for the first execution.

Synchronization Area screen

Purpose of this page​

This page is used to:

  • Choose the type of synchronization you want to run
  • Start the selected process manually
  • Check the current status
  • Review the last run information

Field explanation​

Select​

Use the Select list to choose the synchronization action.

The available options shown in the screenshot include:

  • Pull All Master Tables
  • Pull All Budgets Related
  • Pull Jobs
  • Pull Phases
  • Pull Cost Codes
  • Pull Employees
  • Pull Initial Budgets
  • Pull Change Order Budgets
  • Pull Committed Costs
  • Pull Actual Costs
  • Push Timesheets

Choose the option that matches the data you want SR-BRIDGE to process.

Synchronization options list

Run​

Click Run after you select the action.

This starts the synchronization using the selected option.

Status​

The Status area shows the current state of the synchronization page.

It helps you see whether the app is waiting, running, or showing the last result.

Status: Never run​

This message means the selected synchronization has not been started yet.

Last Run​

This field shows the date and time of the most recent execution, if one exists.

When nothing has run yet, it may show a blank value.

What the sync options mean​

Pull All Master Tables​

Use this when you want to pull the full master data set.

Use this when you want budget-related information together in one run.

Pull Jobs​

Use this when you want job data.

Pull Phases​

Use this when you want phase data.

Pull Cost Codes​

Use this when you want cost code data.

Pull Employees​

Use this when you want employee data.

Pull Initial Budgets​

Use this when you want initial budget data.

Pull Change Order Budgets​

Use this when you want change order budget data.

Pull Committed Costs​

Use this when you want committed cost data.

Pull Actual Costs​

Use this when you want actual cost data.

Push Timesheets​

Use this when you want to send timesheet data.

Step-by-step setup​

  1. Open the SR-BRIDGE desktop app.
  2. Go to Synchronization in the left menu.
  3. Open the Select list.
  4. Choose the synchronization action you want to run.
  5. Review the selected option carefully.
  6. Click Run.
  7. Watch the Status area for the current result.
  8. Check Last Run after the process completes.

How to confirm the run​

After you click Run, confirm that:

  • The correct option was selected
  • The status area updates
  • The last run time appears after the process finishes

If you selected the wrong action, stop and choose the correct one before running again.

Notes and Tips​

  • Make sure configuration is completed before you start synchronization.
  • Choose only the action you actually need for the current run.
  • If you are not sure which option to use, confirm it with your administrator before running.
  • Check the status area after every run so you know whether the process started correctly.
  • Use the run history and last run time to confirm what happened most recently.

Troubleshooting​

The page shows "Never run"​

This means the selected sync option has not been executed yet.

The wrong sync action was selected​

Open the Select list again and choose the correct option before clicking Run.

Nothing seems to happen after clicking Run​

Check that:

  • The correct option is selected
  • The app is not waiting for another action
  • The status area is updating

The result does not match what you expected​

Review the selected option carefully. Some actions pull master data, some pull budget data, and some push timesheet data.