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About Procore Connect

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Overview

Using Procore's Connection Manager tool, you can connect your project to other projects within the same or a different 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.

How it Works

There is an 'upstream' project where data originates, and a 'downstream' project where data is copied.

A user in the downstream project, who is also a collaborator in the upstream project, can use their project's Connection Manager tool to connect the two projects. 

The upstream account can choose to automatically approve connections or require review to manually accept a downstream project's request to connect.

You can configure the email notification distribution list in each project's Connection Manager settings for who is notified about new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.

Connection Manager Admins on either the upstream and downstream projects can disconnect projects at any time. When projects are disconnected, all connected data will remain available in the downstream account but no new information will be copied from the upstream account.

Considerations

  • Only the downstream company account can initiate a connection with an upstream account's project. 
  • An upstream project can support connections with multiple downstream projects. For example, multiple subcontractor companies (downstream) projects can connect to a single general contractor (upstream) project and receive drawings.
  • A downstream project can only connect to one upstream project.
  • 'Admins' of the Connection Manager tool at either the upstream or downstream project can disconnect projects at any time.
  • Once a downstream project disconnects from an upstream project, it is not able to reconnect to that same upstream project or establish new connections with any other upstream projects. This is a one-to-one termination that doesn't affect other downstream accounts connected to the project.

Details

Configure Connection Approval Settings

In the Company level Admin tool, you can choose how you want to approve connections. See Configure Project Connection Settings.

You can choose to automatically approve connections or require review to manually accept or decline a downstream project's request to connect. Depending on the number of projects you have, manually approving connections can be a large administrative task and slow down work at the project level.

Because the permissions are comparable to how upstream accounts are currently allowing collaborators to access project information, we recommend marking the box to allow connections without Admin review. The upstream account is always notified about new connections regardless of the connection approval preference and can disconnect the projects if needed.

Initiate project connections from the project in the downstream company account

Using the Connection Manager tool, users of a project at the downstream account can initiate a connection with a project in the upstream account. After the user selects which project to connect, the connection will either be automatically approved or will require manual review and approval, based on the upstream account's settings. See Initiate a Request to Connect Projects.

Manually review and approve connections (if review is required)

If the upstream account has opted to review and manually approve each connection, Connection Manager Admins on the distribution list for the Connection Manager tool will receive an email letting them know about a new request. From the Connection Manager tool, Admins can approve or reject a request to connect. See Approve or Reject Project Connection Request

Notify users of new connections, disconnections, and connection requests (if review required)

By default, users with 'Admin' level permissions on the Connection Manager tool are notified of new connections, disconnections, and connection requests (if required). You can configure the email notification distribution list in each project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.

Frequently Asked Questions

What projects can be connected?

Any active projects can be connected. The names of the project do not need to match.

Currently, a downstream project can only connect to one upstream project. A downstream can NOT connect to other upstream or downstream projects. However, an upstream project can support multiple downstream projects.

Example

If a General Contractor is the upstream company they can have multiple downstream projects belonging to their subcontractors.

However, if a subcontractor works with another subcontractor, they cannot serve as the upstream project and connect with another downstream project.

What is the Connection Manager?

Connection Manager is a Project level tool within Procore where project connections can be initiated and managed.

Who can initiate a project connection? 

A connection can only be initiated by a downstream project. 

Who is notified about Connections?  

By default, anyone who is a full company Admin and is 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.

The following matrix describes notification behavior and configuration options:

Notification Event
Which company receives a notification?
Which users receive a notification?
Where are the settings for this notification configured?
How can this notification be configured?
Connection Requested Upstream Users with full Company Admin permissions.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Connection Request Rejected Downstream Users with full Company Admin permissions.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Connection Created Both Upstream and Downstream Users with full Company Admin permissions.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Initial Sync Complete Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
New Drawings Published in Upstream Account Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
Drawings Deleted in Upstream Account Downstream All users with Admin level permissions on the project's Drawings tool. Drawings Tool > Configuration Settings Can be limited to only selected Drawings Tool Admin users. 
Connection Disabled Both Upstream and Downstream Users with full Company Admin permissions.

*Note: Excludes Company Admin users unless they are members of the Project Directory.		 Connection Manager > Configuration Settings Can be limited to only selected Connection Manager Admin users. Company Admins can be added.
Who can terminate a project connection?   

Either the upstream project and downstream project can disconnect at any time. Current capabilities limit a downstream project from reconnecting to an upstream project as well as connecting to any new upstream project if you disconnect. See Disconnect a Connected Project.

Is a connection impacted if the user who created the connection is removed from my Directory?

No. Once the connection is created, the permissions of the downstream user in the upstream project are not related to the connection status. If an upstream company wants to stop the connection, they can disconnect the projects in the Connection Manager tool. See Disconnect Connected Projects.

More

Here are additional resources for Procore Connect and the Connection Manager:

User Permissions

See what user permissions are required to use the Connection Manager tool.