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Procore

What is App Management?

Background

Procore's App Management feature allows Procore company administrators to install and manage third-party applications, or Apps, on the Procore platform making them available for use in projects.

Types of Apps

The Procore platform supports different App types. At a basic level, Apps running on the Procore platform fall into two categories  - embedded Apps and data connection Apps as described below.

  • Embedded Apps - are launched from and display directly within the Procore web user interface. By eliminating the need to switch between Procore and external services and sites, embedded Apps provide a seamless experience for users and help improve efficiency and streamline workflows. Custom third-party Apps developed by Procore customers well as Marketplace Apps developed by Procore technology partners can take advantage of the embedded experience.
  • Data Connection Apps - address the need to import, export, or sync data between Procore and external applications or services. Custom third-party Apps developed by Procore customers well as Marketplace Apps developed by Procore technology partners can be implemented and deployed as data connectors.

App Management in Procore

Embedded Apps and data connection Apps are managed in Procore using the App Management feature of the Procore Company Admin tool. Once a third-party App is installed in a company, Procore company administrators and project users can use App Management to perform a variety of tasks. With data connection Apps, company administrators can uninstall and reinstall Apps as well as view a graph showing the number of daily API requests made by the App. With embedded Apps, company administrators and project users have access to additional functionality including installing embedded Apps directly from the Procore App Marketplace, installing custom embedded Apps, creating App configurations and applying them to projects, and more. App configurations provide a powerful and flexible way to manage Apps and how your organization consumes them.

App Management at the company level is accessed through the Company Admin tool (Portfolio > Core Tools > Admin > App Management). App Management at the project level is accessed using the 'Select an App' menu on the top navigation header (Select an App > Explore > App Management).

App Installation and Configuration

Before Procore company administrators project users delve into managing and using Apps, it is important to understand the architecture of App installation in Procore. The following diagram depicts how Apps are installed, configured, and launched in Procore.

iframe-install-arch.png

The illustration above shows that Apps are installed at the company level in Procore and then configured at the project level. Procore company administrators first install an App for their entire company. Then, Procore company administrators or project users can create App configurations and apply them to the projects they want the App to be available in. It is important to note that the same App may be configured differently in different projects. Furthermore, it is possible to apply different configurations of the same App in a single company. Finally, Procore end users access configured Apps by launching them directly from within Procore.