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Procore

Who receives notifications about project connections?

Background

Using Procore's upcoming Connection Manager tool, you can connect your project to a project in another Procore company account.

When projects are connected, project information is easily shared with collaborators working on your project. This eliminates silos and ensures that project information is kept in sync across Procore accounts. Some of the key benefits include:

  • Automatically sharing data with collaborators.
  • Eliminating the need for collaborators to perform duplicative data entry in their own Procore account.
  • Retaining data in each company's account for record keeping and reporting.

Initially, you will be able to share Drawings from an 'upstream' project where drawings originate, and a 'downstream' project where data is copied. In the future, you will be able to share information from other Procore tools such as RFIs, Submittals, and more.

Answer

By default, anyone with current 'Admin' permission to the Connection Manager tool, and added to that project's Directory will receive a notification. If you want different users to be notified, you can configure the email notification distribution list in each project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.

Users notified of new connections, disconnections, and connection request activity (if review is required). The following events will trigger a notification:

  • Connection Request
    • The downstream project receives notification that a request was sent.
    • The upstream project receives a notification that a request is ready to review.
  • Connection Rejected (downstream project only)
  • New Project Connection 
  • New Project Disconnection