You connect Asite with Bentley ProjectWise or Microsoft SharePoint using a CDE integration that moves documents, transmittals and metadata between Asite and the other platform on rules you configure. CDE Sync™ handles both pairings through the same no-code wizard, mapping Asite fields to ProjectWise attributes or SharePoint columns and logging every transfer.
Two common pairings
Asite and ProjectWise usually meet on infrastructure and public sector projects. An engineering consultancy or authority runs ProjectWise for its design and asset records, while the client or principal contractor runs Asite as the project platform. Documents need to move between them with each organisation's numbering and attributes intact.
Asite and SharePoint meet inside a single organisation. Asite holds the project record, and SharePoint is where the wider business works. Commercial, legal and operations teams need issued project documents without working inside Asite, and some reports and plans are written in SharePoint before they are lodged in Asite.
What the integration carries
CDE Sync™ synchronises documents, models and metadata between Asite and the connected platform. For ProjectWise, Asite fields map to ProjectWise environment attributes. For SharePoint, they map to metadata columns. Transmittal and version history are preserved across the sync, ISO 19650 naming and status fields are handled where used, and every transfer is logged for audit.
Both connections can run one way or both ways, and the same configuration can include more than two platforms, so Asite, ProjectWise and SharePoint can all be kept aligned together.
How to connect Asite with ProjectWise or SharePoint, step by step
Decide which pairing you need, or whether all three platforms should be connected.
Agree the document types, folders and direction with each party.
Collect the Asite metadata requirements and the ProjectWise attributes or SharePoint columns on the other side.
Arrange Asite API access with your Asite administrator, plus a ProjectWise or SharePoint service account.
Connect the platforms in the CDE Sync™ wizard, choose folders and map fields.
Set the schedule and run a pilot on a small set of documents.
Review the results and extend the scope.
Planning for a change of platform
Organisations sometimes connect Asite with ProjectWise or SharePoint as a first step towards consolidating onto one platform. A sync keeps live projects working through that period. When the time comes to retire Asite for a project or the whole estate, CDE Migrate™ moves the full record once, with version history, folder structure, metadata and audit trails intact. Completed projects can go to CDE Archive™, which captures the record into your own Azure in a searchable structure. Planning the sequence early avoids a rushed export near a contract end date.
Choosing structures on each side
Each pairing benefits from a deliberate structure. For ProjectWise, the authority or consultant usually dictates the folder tree and attributes, so the mapping follows their rules. For SharePoint, the organisation has more freedom. Many teams create one site per project with libraries by discipline or document type, and columns that match the Asite fields people search on, such as document number, revision and status. Keeping names close to Asite's terms helps staff who move between the two. Whatever the choice, record which Asite folders feed which destination so the connection is easy to adjust when the project changes. A short pilot with the people who will use each destination confirms the layout before it is rolled out more widely.
Security and residency
CDE Sync™ streams files directly between Asite and the connected platform without storing them. Data is encrypted in transit and processed in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials. See the Security Trust Portal and the global data region map.
Asite and the Utopiaverse™
Connecting Asite with ProjectWise or SharePoint adds it to the Utopiaverse™, the connected record Utopia Digital builds across your platforms. CDE Sync™ keeps platforms aligned, CDE Backup™ keeps an independent copy in your own Azure, CDE Migrate™ handles platform changes and CDE Archive™ captures completed projects. AI Insights then searches Asite content alongside every other platform. The Asite, ProjectWise and SharePoint integration pages have more, and How Do I Connect Asite and Autodesk Forma? covers the Forma pairing.
Join the monthly live demo, or talk to the team about your Asite connections.
