Connect SharePoint to Sterling for Smarter Takeoff and Connected Project Information

The Microsoft SharePoint integration enables project teams to connect SharePoint document libraries directly with Sterling. Users can access and import project documents, 2D drawings and 3D models into Sterling for digital takeoff, estimating and cost planning workflows without relying on manual downloads or disconnected storage systems.

By linking project documentation directly to estimates and cost plans, teams can improve accuracy, reduce duplication and maintain stronger visibility between project information and commercial data. Drawings, specifications and model references remain connected to relevant estimating items, supporting more efficient collaboration across project and commercial teams.

The integration also supports document revision management workflows. When updated files are published within SharePoint, Sterling can identify revised drawings and documents to help teams manage changes more effectively. This reduces the risk of using outdated project information and improves confidence in estimating and takeoff activities.

Benefits

• Centralised access to project documents and drawings from SharePoint

• Faster and more accurate digital takeoff workflows

• Improved document revision tracking and change management

• Stronger alignment between project information and commercial data

Features

• Direct SharePoint Integration - Connect Sterling directly with Microsoft SharePoint using secure authentication. Authorised users can browse and access project files without manual uploads.

• 2D Drawing Takeoff - Import drawing sheets into Sterling for quantity takeoff and measurement workflows. Drawings remain linked to estimates and cost plans for improved traceability.

• 3D Model Access - Access and import 3D project models stored within SharePoint document libraries. This supports model based quantity verification and estimating workflows.

• Document Revision Management - Identify updated project documents, drawings and models published within SharePoint. Teams can review changes and maintain alignment between revisions and commercial workflows.

• Linked Commercial Workflows - Associate project documents and drawings directly with estimate and cost planning items. This creates a connected workflow between project information and commercial management.

• Secure Microsoft Authentication - Authenticate users securely through Microsoft account permissions and access controls. Document access remains managed within the SharePoint environment.

Requirements

• An active Sterling subscription

• An active Microsoft 365 or SharePoint subscription

• A valid Microsoft user account with SharePoint access permissions

• Sterling administrator permissions to enable integrations

• Internet access for secure authentication and synchronisation

Steps to Activate the Integration

1. Log into Sterling as an administrator

2. Open the Ecosystem or App Store section within Sterling

3. Locate the Microsoft SharePoint integration and select Activate

4. Users should then visit their Sterling profile settings

5. Select Connect Microsoft Account

6. Authenticate using Microsoft secure sign in and approve permissions

7. Select the relevant SharePoint site or document library and begin accessing files within Sterling

Need assistance configuring the SharePoint integration or connecting your project document workflows into Sterling?

Contact the Sterling support team at support@sterling-dcs.com to arrange a setup session and ensure your integration is configured correctly for your project environment.