You connect Bentley ProjectWise and Microsoft SharePoint with an integration that copies documents, versions and attributes between a ProjectWise datasource and a SharePoint site on a schedule. CDE Sync™ does this without code: it maps ProjectWise attributes to SharePoint columns, keeps the folder structure you choose and logs every transfer, so the people who work in SharePoint see the current project record without a ProjectWise licence.
Why organisations connect ProjectWise and SharePoint
ProjectWise is where engineering teams control drawings and models. SharePoint is where the rest of the organisation works: commercial, legal, operations, asset management and leadership. Both groups need the same documents, but buying ProjectWise licences for everyone is rarely practical, and emailing copies creates uncontrolled versions.
The reverse flow matters too. Specifications, reports and client correspondence are often written in SharePoint and then need to be lodged in ProjectWise with the right attributes. Without an integration, each of those moves is a manual download and upload.
What the connection keeps intact
A useful ProjectWise to SharePoint connection does more than copy files. It keeps the revision history in order, carries ProjectWise environment attributes into SharePoint metadata columns, and preserves the folder hierarchy so people can find documents where they expect them. Status and revision values are translated between the two systems, including ISO 19650 naming fields where your projects use them.
CDE Sync™ can run the connection one way, for example publishing issued documents from ProjectWise into a read-only SharePoint library, or both ways where teams contribute from either side.
How to connect ProjectWise and SharePoint, step by step
Decide the purpose: publishing to the business, collecting inputs from the business, or both.
Create or choose the SharePoint site and libraries, and set up metadata columns that match the ProjectWise attributes you want to carry.
Request a ProjectWise service account with access to the relevant folders, and a SharePoint service account with access to the target site.
Connect both systems in the CDE Sync™ wizard.
Select the ProjectWise folders and SharePoint libraries, then map attributes to columns.
Set the direction and schedule, and run a test on a single folder.
Check versions, metadata and permissions in SharePoint, then extend to the full scope.
Choosing a SharePoint structure
The SharePoint layout decides how useful the connection is to the people who rely on it. Some organisations mirror the ProjectWise folder tree exactly, which suits staff who already know the project structure. Others flatten it into a few libraries by discipline or document type and rely on metadata columns for filtering, which suits commercial and operations staff who search rather than browse. Either works with CDE Sync™, because the folder mapping is set in the wizard. Whichever you choose, give the libraries clear names, keep the column names close to the ProjectWise attribute names, and agree a retention policy in SharePoint so the copy behaves like a managed record.
It also helps to decide who owns the SharePoint side. A named information manager who reviews the library each month will catch permission changes or new requirements early.
Permissions and control
SharePoint permissions are set in SharePoint and ProjectWise permissions in ProjectWise. CDE Sync™ moves only the folders and document types you configure, so you decide what the wider business can see. Many teams publish only issued or approved documents to SharePoint and keep work in progress inside ProjectWise.
Files stream directly between the two systems and are never stored by CDE Sync™. Data is encrypted in transit and processed in the Azure region you choose. Utopia Digital holds SOC 2 Type II and Cyber Essentials, with the detail on the Security Trust Portal.
Other platforms on the same project
A ProjectWise and SharePoint connection is often one of several. The same project may also need Autodesk Forma, Oracle Aconex or Procore in the loop. CDE Sync™ can connect more than two platforms at once, so SharePoint can receive documents from several CDEs through one configuration. The ProjectWise and SharePoint integration pages list what each connector supports, and CDE Sync for Microsoft SharePoint covers SharePoint in more depth.
ProjectWise, SharePoint and the Utopiaverse™
Connecting ProjectWise and SharePoint adds to the Utopiaverse™, Utopia Digital's connected record across every platform. CDE Sync™ keeps systems 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 ProjectWise and SharePoint content together, with answers that cite their sources. See also How Do I Connect ProjectWise and Autodesk Forma?
Book a place in the monthly live demo, or talk to the team about connecting ProjectWise and SharePoint.
