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OS/ & awork: Synchronization

This is how synchronization works, including a guide for the interface.

In short:
Numbers & finances in OS/, tasks & times in awork.

Who does what?

Both tools work perfectly together:

  • OS/: Here you do your calculations, write offers, and keep an eye on the total costs.

  • awork: Here your team plans the tasks and records the working time.

Basic data synchronization between OS/ and awork

Data type / Field

Direction

When does synchronization occur?

Logic & behavior in the system

Project master data
(Project title, client, project type, end date, status)

OS/ -> awork

In real-time upon creation & every change

The project is created or updated identically in awork. Manual duplication is not necessary.

Project team

(Team members)

OS/ -> awork

Automatically upon assignment

The team assignment is taken directly from OS/ and keeps your project team up to date in awork.

Services
(Service catalog / items)

OS/ -> awork

Automatically upon creation of calculation

Stored services are passed as activities. If the selection is missing in OS/, the placeholder OS-Budget-Item is automatically used.

Working hours
(Time tracking)

awork -> OS/

Automatically after booking (usually within a time window of 10 minutes)

Recorded times on tasks/subtasks flow back to OS/.

Task synchronization (From budget to task)

If you use the function to directly transfer your project budget to awork as tasks, OS/ automatically transforms your calculation into an operational framework for your team.

You can set this option directly in the Integration settings.

This way, you maintain cost control in OS/ while your team can immediately start working in awork.

This is how synchronization works:

  1. The outline sets the framework: Each main heading (outline point) of your calculation in OS/ becomes its own task list in awork.

  2. Your budget becomes a task: The individual calculation items you defined in OS/ are sorted as concrete tasks into the respective awork lists.

  3. The activity automatically follows: The service selected in OS/ (e.g., “Concept” or “Design”) is directly assigned as an activity to the task in awork, ensuring everything is correctly assigned when booking times later.

  4. Flexibility for your team: Your team can create their own subtasks or additional tasks in awork at any time to plan the job in detail. These operational details remain in awork – only the time booked on them flows back to the respective project in OS/ for controlling.

Overview

Element in OS/

What does it become in awork?

How does synchronization behave?

Outline point
(e.g., "Phase 1: Concept")

Task list

Is created 1:1 as a list. Important: Nested OS/ subpoints are displayed as equal lists side by side in awork.

Calculation item
(e.g., "Layout creation")

Task

Appears as a task within the respective task list in awork.

Calculated effort

(e.g., 12 hours)

Planned value / Budget

Is attached as a visible budget limit to the awork task.

Stored service (Service)
(e.g., "Art Direction")

Activity

Is automatically assigned as a fixed activity to the awork task. If the specification is missing in OS/, OS-Budget-Item is entered.

Not available in OS/
(Needed spontaneously by the team)

Additional tasks & subtasks

Can be freely created by the team in awork. These tasks are not transferred back to OS/. However, the recorded working time flows back automatically into the variance analysis in OS/!

Important: What is NOT synchronized?

  • Task structures from awork: Additional tasks or subtasks that your team creates directly in awork remain in awork and do not clutter your OS/ structure. Only the time booked on them flows back.

  • Financial documents & purchases: External cost markups, service fees, and incoming invoices from suppliers are exclusively managed in OS/ and are not transferred to awork.

Tip: The 3-step guideline for your project

Just follow this order when starting a new project:

Step 1: Create project in OS/

Always create the project first in OS/. The following data will automatically transfer in real-time to awork:

Project name, client, project type, end date, and status.

Also, add your team members directly in OS/, so the team is ready to start in awork immediately.

Step 2: Build calculation in OS/

Whether you calculate based on hours, days, or flat rates, OS/ transfers the data to awork:

  1. Outline points: Each main point from your OS/ calculation becomes its own task list in awork.
    (Important: Nested subpoints are displayed as normal lists side by side in awork).

  2. Services: Always select a specific service in OS/. If you forget this, your team will later book on the unattractive placeholder OS-Budget-Item in awork.

  3. Planned values: The calculated times become planned values in awork, so your team can see how much budget is available.

Step 3: Work & record times in awork

Now your team gets started in awork:


You can create as many tasks and subtasks in the lists as you want. This structure remains in awork and does not clutter your OS/.

The best part: Every second you book on these tasks automatically flows back to OS/.

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