Integration
The integration feature allows users to connect and synchronize Project Planner with other third-party applications and services. This feature aims to enhance productivity by enabling seamless data flow between Project Planner and other tools you use daily.
The Integration feature addresses the common problem of data silos by ensuring that information entered in one platform can be automatically updated and reflected in Project Planner. This reduces manual data entry, minimizes errors, and ensures all team members can access the most current data, improving overall project management efficiency.
Where can you find Integrations?
You can access the Integrations feature in both Project Planner and Plan Editor by navigating to the right-side panel and selecting the 
Integrations tab. Here, you will find a list of plans and tasks from your integration that can be connected to your plans in RigBridge.
The 
Link to plan allows users to link tasks to a new plan or to existing plans within a project. The solution always ensures that all tasks are associated with the correct plans under a given sub-level or section. It is not possible to link a task to a section other than the one it's related to.
Link to plan will be activated when you select the first items in the Integration tab in the right-side panel.
Create a new plan
These steps enable you to create and customize new plans using both manual and integrated methods. To create a new plan in RigBridge with your 3rd party planning tool integration, follow these steps:
Create a new plan in Project Planner
Navigate to Project Planner: Access the project planner from the RigBridge environment.
Select the Section: Identify and select the appropriate section where you want to add tasks or activities.
Add a new plan: In the section view, select the option
Add plan.Give the plan a title and a workgroup: Provide a name for the new plan (e.g., "Drilling 8 1/2 section") and specify a workgroup e.g. MAIN or AUX.
Plan created: This will create a basic version of the plan that you can further edit in the Plan Editor.
Create a new plan in the Integration Panel
Alternatively, you can use the integration panel to create a new plan from imported tasks.
Navigate to Plan overview: Access the Plan overview from the RigBridge environment.
Select the Section: Identify and select the appropriate section where you want to add tasks or activities.
Open the Integration Panel: On the right-hand side, open the integration panel to view data imported from integrations, such as DrillPlan or WellCom.
Select Tasks: Choose the tasks or activities you want to add to the new plan.
Give the plan a title: Provide a title for the new plan and confirm.
Open the plan in Plan editor: Open the newly created plan in the Plan editor for further customization. See more under the Plan editor.
Add to an existing plan
This process allows you to combine manual creation with integrated tasks for a comprehensive plan. To add to an existing plan in RigBridge with DrillPlan integration, follow these steps:
Navigate to Project Planner: Access the project planner from the RigBridge environment.
Select the Section: Identify and select the appropriate section where you want to add tasks or activities.
Open the Integration Panel: On the right-hand side, open the integration panel to view data imported from integration, e.g. DrillPlan or WellCom.
Select Tasks: Choose the tasks or activities you want to add to the existing plan.
Link to Existing Plan: Choose the option to Add to an existing plan. and select the plan you want to update.
Update and Open Plan: Once the tasks are linked, update and open the plan in the plan editor.
Manual Adjustments: After importing tasks, you can manually adjust parameters and add necessary instructions. See more under the Plan Editor.
Sometimes, you might add a task from an integration into the wrong plan. To fix this, you can unlink an integrated task from a plan. There are two ways to unlink tasks: through the Project Planner or the Plan Editor.
Note
When you unlink an integrated task from a plan, the task remains in your plan and will not be deleted. If you want to delete it later, you can do so from the Task overview.
Unlink an integrated task from a plan in Project Planner
Navigate to Project Planner: Access the
Project Planner from the RigBridge environment.Open a project: Identify and open the appropriate project using the
Open in new hierarchy where you want to unlink tasks or activities.Open the integration: In the right-side panel, find and open the
Integration.Find the Task You Want to Unlink: Look for the
link button next to the task title, indicating it is linked to a plan.Click the Link Button and Choose
Unlink from Integration: Click the link button and select Unlink from Integration. You can also see which plan the task is linked to.Task Unlinked: The task is now unlinked from the plan.
Unlink an integrated task from a plan in Plan Editor
Open a Plan in
Plan Editor: Open the plan containing the tasks linked to the integration.Open the
Operation tab: Navigate to the Operation tab in the Plan Editor and click on Task Overview in the left-side panel.Find the Task You Want to Unlink: Look for the
link button next to the task title, indicating it is linked to a plan.Click the Link Button and Choose
Unlink from Integration: Click the link button and select Unlink from Integration. You can also see which plan the task is linked to.Task Unlinked: The task is now unlinked from the plan.
Specific scenarios
When managing multiple projects that require data from various sources.
To synchronize tasks and deadlines across different tools used by various departments.
When you need to automate repetitive tasks and updates between Project Planner and other software.
Prerequisites or conditions
Ensure that Project Planner supports the third-party applications you wish to integrate with.
Project Planner and third-party applications require proper authorisation and access permissions.
DrillPlan - Software from SLB
Wellcom - Software from Equinor