Approve or Reject Project Connection Request
In Beta
This functionality is currently only available in select regions for companies participating in the
Connectability for Drawings beta. The beta will be extended globally soon.
Objective
To approve or reject requests to connect projects using the project's Connection Manager tool.
Background
Connectability for Drawings enables two separate Procore company accounts to connect their projects. The connection is one-way and copies published drawings from an upstream source project to a downstream connected project in an unpublished state. Connected drawing metadata is automatically kept in sync with the upstream project.
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
- After you approve a connection, if there are all published drawings in your Drawings tool, they will automatically be copied to the downstream project.
- If you reject a request by mistake, the project can request a connection again that you can review and approve.
- 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
- Navigate to the project's Connection Manager tool.
- Under 'Downstream Projects' click Review Request.
- Click Approve to approve the connection.
OR
Click Reject to decline the connection.