Overview
Managing multiple construction projects across different locations can be challenging, often requiring project managers to juggle multiple applications to stay on top of progress.
This fragmented approach makes it difficult to maintain a clear, real-time overview of tasks and deadlines.
By integrating Google Sheets with Fieldwire you can automatically import and track tasks in a centralized cross-project dashboard. This reduces the need to switch between documents, emails, and project management tools while helping you monitor deadlines, dependencies, and responsibilities in one place.
This guide will walk you through connecting Fieldwire to Google Sheets ensuring you can efficiently manage tasks across projects from a single, streamlined view.
Note: For general questions and bug troubleshooting related to Google Sheets, please contact their support team. The Fieldwire Support team can assist with issues related to the initial dashboard generation, but this feature is primarily self-service.
Table of Contents
- Requirements
- Demo Video: Connecting Google Sheets
- Setting Up the Integration
- Connecting Google Sheets to Fieldwire
- Optimizing Your Google Sheets Dashboard
- FAQs
Requirements:
To use the Fieldwire integrations with Google Sheets you will need:
- Account Manager permission on a Fieldwire account. (see Introduction to Account Permission Levels: Managers, Account Users, and Project Users for more information)
- A Business or Business Plus subscription. (How to upgrade to a Pro, Business, or Business Plus account)
Demo Video: Connecting Google Sheets
NOTE: The video below goes into detail on how to connect both MS Excel AND Google Sheets. For the steps specific to Google Sheets, please skip to 4:02 in the video.
Setting Up the Integration
- Go to the Integrations tab in Fieldwire
- Select Google Sheets.
- Click + New dashboard and enter a meaningful name.
- Select projects from the Account projects dropdown and click Generate dashboard.
- Click the kebab menu (⋮) and select Download dashboard (this will download to the computer's files).
Connecting Google Sheets to Fieldwire
- Upload the .xlsx file to Google Drive. Open the file.
- Click Allow Access to connect to Fieldwire.
- Task information will import to the 'Tasks from Fieldwire' tab.
IMPORTANT: Do NOT edit the "Tasks from Fieldwire" tab, as it powers the dashboard.
Key areas to note:
- Status of the sync between Fieldwire and Sheets is located top of the table in Row 1. If the connection was unsuccessful, it will be displayed in that same location.
- Last date of data refresh is located next to the sync status.
- 'Assignee', 'Status', 'Category', and 'Project name' columns at the top of the page (rows 3) function as task filters to locate tasks.
- All task information pulled from Fieldwire will display in the rows below (roughly row 7 and below)
Optimizing Your Google Sheets Dashboard
Suggestions for improving your navigation.
Convert the PivotTable into a Table
- Click the Edit (pencil icon) in the lower-left corner.
- In the Pivot Table Editor, select Repeat row labels for all columns.
- This change enables better chart creation (Demo below).
Create a Gantt Chart in Google Sheets
- Click Insert > Timeline.
- Select desired data and click OK.
- Data imported > Customize using the right-hand Settings panel:
- Start date / End date → Task duration.
- Card title → Task name from Fieldwire.
- Card color → Optional, if desired set manually (not imported from Fieldwire).
- Card detail → Optional, including 'Assignee' (assignee of the task in Fieldwire).
- Card group → Organize by category, status, etc.
Clicking a task shows details, including a direct Fieldwire link (Demo below).
Best Practices:
- Do not modify Graph Sources, Tasks from Fieldwire, or Sources tabs.
- Only edit the My Dashboard sheet or create custom sheets.
- Use Google Sheets Gantt View for easy task tracking (see demo video above).
- Excel does not support hyperlinks in PivotTables, so copy-paste Fieldwire links into your browser.
- Always check the dashboard header for refresh status / date and connection issues.
FAQs
Frequently asked questions.
How do I refresh my dashboard to have the latest information?
Always check the dashboard header for the refresh status / date and connection issues. If the date is not current, make sure to click the Refresh All button to make Excel download the latest task exports from Fieldwire.
Can I include any project in my dashboard?
Yes, as long as it belongs to your account.
Is the dashboard public
Anyone with access to the .xlsx file can view it.
Can I have multiple dashboards at once?
Yes, multiple dashboards are supported.
How many tasks can I have per dashboard?
- Up to 4,000 tasks per dashboard. (Tasks farthest in the future will be removed if limits are exceeded.)
Are custom task attributes included in the .CSV export?
Yes! Custom task attributes automatically appear as their own columns in exported dashboards on the Tasks from Fieldwire tab. This ensures every team sees the latest custom data in their CSVs without changing the dashboard layout. For each custom task attribute, we add a new column at the very end of the .CSV (after Status & Last refresh columns) in the Tasks from Fieldwire tab.