/
Cyncly (Worksheet)

Cyncly (Worksheet)

image-20260127-205152.png

Welcome to the Cyncly Worksheet Integration Guide for e-manage|ONE users.

In our continued effort to streamline workflows and support role-based efficiency, we’ve introduced a new integration between Cyncly Worksheet and e-manage|ONE. This integration is designed to help teams move seamlessly from specifying to execution while maintaining clean, accurate project data.

This integration supports multiple workflows depending on the needs of the project:

  • Projects that require design and layout work can continue to leverage Cyncly Worksheet

  • Simpler or quick-turn projects can be specified and quoted directly in e-manage|ONE, without requiring a drawing

By offering flexible workflows, teams can choose the right approach for each project while keeping designers focused on what they do best – designing.

What’s Covered in This Guide

In the next section, we’ll walk through:

  • How the Cyncly Worksheet integration works

  • When to use Worksheet vs. direct entry in e-manage|ONE

  • How to add, review, and manage specified items

  • Best practices for maintaining clean project data

This guide is intended for designers, sales teams, and administrators who want to get the most value out of the Worksheet ↔ e-manage|ONE workflow.

Prerequisites

Before using the Cyncly Worksheet integration, ensure that:

  • The integration has been activated and configured properly in your User Settings

  • Users have appropriate permissions in e-manage|ONE (BOM access)

  • Worksheet is properly set up and updated