Connection Manager
- Last updated
- Feb 2, 2024
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The Project level Connection Manager tool is designed to manage connections between your project and other projects in Procore, so that information from select tools can sync between the projects.
- Share current data with approved collaborators.
- Eliminate the need for collaborators to perform duplicative data entry in their own Procore account.
- Retain data in each company's account for record keeping and reporting.
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Upstream Account |
Tip
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Connect Projects for Downstream Companies
Configure Settings
Navigating and Publishing Connected Drawings for Downstream Companies
Approve or Reject Connections for Upstream Companies
Disconnect Projects
Learn which user permissions are required to take the described actions in this tool.
Important
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Approve or Reject Project Connection Request |
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Configure Advanced Settings |
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Disconnect a Connected Project |
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Initiate a Request to Connect Projects |
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Users must also have ‘Read only’ level permissions or higher to the Drawings tool in both the upstream and downstream projects. | |||
View Project Connections |
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Enhanced Connection Manager User interface (03/18/2025)
The Connection Manager user interface has been modernized to provide a more seamless, user-friendly experience and to prepare to support connections between additional project tools. There are no changes to existing functionality with this enhancement.
New messaging when new drawing revisions are published in an upstream project (03/18/2025)
With this enhancement, a banner will appear to inform users in a downstream project that drawing revisions are out of sync with the upstream project. This improved messaging helps users across connected projects stay aligned and make sure they're always working from the most up-to-date information.
Increase in number of drawing revisions supported in connected projects (03/18/2025)
Connected projects with up to 50,000 drawing revisions are now supported by the Connection Manager. Previously, only projects with up to 25,000 revisions were supported. Users can now enjoy the benefits of Connectability on larger projects that contain more data.
Create COnnections between projects in the same company account (03/04/2025)
Beginning today and over the course of the next few weeks, Procore is gradually releasing the capability to connect projects within the same Procore company account. Intra-company connections will function identically to connections across different company accounts, including approval requirements and behavior. To learn more about connecting projects, see About Connectability.
Connectability for Drawings is Generally Available (10/22/2024)
The connection of drawings in the Drawings tool across different Procore company accounts using the Connection Manager is now generally available. To learn more about connecting drawings, see About Connectability.
Settings for Connection Manager Tool (02/21/2024)
The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection Settings, Configure Advanced Settings: Connection Manager, and About Connectability.