---
title: "Synchronise Altus Information in a Microsoft Word Document"
url: "https://help.altus.pro/nl/article/synchronise-altus-information-in-a-microsoft-word-document"
language: "nl"
last_updated: "2026-03-27T03:21:57.900Z"
---

# Synchronise Altus Information in a Microsoft Word Document

[Embedded content](https://player.vimeo.com/video/1015504822)

You can now consistently present information and boost productivity without double handling in **MS Word** and **Altus** with the **Altus for Word add-in.**

This add-in is automatically activated within Microsoft Word unless your organisation has limitations on what add-ins can be installed. If you cannot see the **Altus for Word Add-in** after the app has been installed, click [**here**](https://docs.altus.pro/solutions/AltusForWord/Help.html?q=Altus%20for%20wor#adding-the-altus-for-word-add-in-to-word) for instructions on how to manually activate the add-in.  
  
Now that you have linked a Word document to the Altus app, you can begin adding **Altus Project** data into your document.  
 

To **add an Altus project field and insert project data into a Word document**:

1.  Put your cursor in the document when you would like to insert the field.   
      
    **Note:** You can complete this step any time before you click the **Insert Data** button.  
     
2.   From the **Data to Insert** drop-down select ***Project Field.***  
     
3.   From the **Select a Project Field** drop-down select ***Name*****.** You can search for the field you are looking for from within the **Type** to search field.  
     
4.  Click **Insert Data**. Your field will now be added to the document.  
      
    **Tip:** If you have dropped the field in the wrong location, you can drag it to a new location using the content control before the field.  
     

To **add Altus project-related data into a Word document:**

1.  Put your cursor in the document when you would like to insert the field.   
      
    **Note:** You can complete this step any time before you click the **Insert Data** button.  
     
2.  From the **Data to Insert** drop-down select **Related Data.**  
     
3.  From the **Select a Project Field** drop-down select ***Risks*****.**  
     
4.  From the **Select View** drop-down select ***All Active Risks***.  
      
    **Note:** if you would like to set-up a new view please follow the instructions [**here**](https://docs.altus.pro/solutions/AltusForWord/Help.html#creating-your-own-table-views)**.**  
     
5.  From the **Customise View** section:  
      
    a. Add columns to the view by selecting the **Add Additional Fields** drop-down list.  
      
    b. Hide some of the fields by clicking the eye icon.  
      
    c. Reorder the fields by clicking and dragging the lines in front of the fields.  
     
6.  Click **Insert Data.** Your table will now be added to the document.  
      
    **Tip:** If you have dropped the field in the wrong location, you can drag it to a new location using the content control before the field.  
     

When a table or field has been added into your Word document, it may be in an unformatted state. You can format these items to match the rest of your document.   
  
  
To **format inserted Altus project fields and tables in the Word document:**

1.  Change anything related to the **Font,** **Paragraph** and **Style** on the field or table using the available options in the Microsoft Word app.  
     
2.  Change the text within the **Column** headers within a table or remove columns as necessary.  
      
    **Note:** If you **Update** the data within the document, this formatting is retained.  
     

To **edit Altus-related Data tables in a Word document:**

1.  Within the **Review Data** list of the **Altus for Word** pane, clicking the pencil icon from any tables that you have added to the document.  
     
2.  When you click the pencil icon, you will be returned to the **Insert Project Data** section for the table so you can modify the View and/or columns that display.

Views can be created in Altus by an Administrator, but end-users can also create views in some areas of Altus. In this example we will create a ***Risk*** View.  
  
  
To **create your own table views and add it to the Word document:**

1.  Within Altus, open the **Risks** list from either the **Projects** or **Work** section.  
     
2.  From the **System Views** drop-down list select the view that most closely matches the view you want to create.  
     
3.  Within the view, click **Edit** columns. The right pane will now display the **Edit columns: Risks** pane showing all the columns that are currently visible in your selected Risk view  
     
4.  From the pane click **\+ Add columns**, this will display the list of all columns you can add to this view.  
     
5.  Select the columns you’d like to add to your view and click **Close** when you have added all the fields.  
     
6.  Within the view, click **Edit** filters.  
     
7.  Make any changes to the filters on this view and click **Apply** when you are finished.  
     
8.  To order the columns in the view, you can click and drag them up and down within the list.  
     
9.  To remove a column from the view, hover your mouse over the column and you’ll see an **ellipsis (…)** show at the end of the field, click this to see an edit menu that contains **Remove**, **Move up** and **Move down**.  
     
10.  Once you have completed organising your view click **Apply.**  
      
11.  When you have completed creating your view, click the views drop-down list and select **Save as new view**, give it a **Name** and **Description** then click **Save**.  
       
     **Note:** You can still make changes to the view. If you do a new option **Save changes to current view**, will be available in the views drop-down list.

Once a Word document is connected to your Altus project, and you have inserted data into the document, you can refresh or update this data when you make changes to Altus.  
  
  
To **update existing Altus project data in the Word document**:

1.  Make sure you are signed into the document. If you are not signed in the **Update Data** button will be greyed out.  
     
2.  Click the **Update Data** button. This will refresh all the data within the document with the latest Altus data.  
      
    **Note:** If you have made any manual edits to the data that was imported from Altus, it will be overwritten as part of this process.  
     

Read: [**Altus for Microsoft Word – End User Guide**](https://docs.altus.pro/solutions/AltusForWord/Help.html)
