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Procore

Approve or Reject Project Connection Request

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Objective

To approve or reject requests to connect projects using the project's Connection Manager tool.

Background

Procore Connect enables a connection between two separate Procore projects. The connection is one-way and copies published data from an upstream source project to a downstream connected project in an unpublished state. 

Upstream company accounts can choose to automatically approve connections, or require review to manually accept or reject a downstream project's request to connect. See Configure Connection Approval Settings. Follow these steps if you chose to review and manually accept each connection.

Things to Consider

  • Required User Permissions
  • If you reject a request by mistake, the project can request a connection again that you can review and approve.
  • 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 data.
  • For both upstream and downstream accounts, users on the Connection Manager tool email distribution list are notified of new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.
  • Projects can be disconnected by the upstream or downstream account at any time. See Disconnect Connected Projects.

Steps

  1. Navigate to the project's Connection Manager tool.
  2. Under 'Downstream Projects' click Review Request.
  3. Click Approve to approve the connection.
    OR
    Click Reject to decline the connection.