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Procore

Initiate a Project Connection

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 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 initiate a connection between two projects from two different Procore company accounts.

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is one-way and copies published drawings from an upstream source project to a downstream connected project in an unpublished state.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.

Only the users at the downstream company account can initiate a connection. 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. Projects can be disconnected by the upstream or downstream account at any time.

Things to Consider

  • Required User Permissions
  • Projects can only be connected if they are in two different company accounts.
  • Currently, a downstream project can only connect to one upstream project.
  • For both upstream and downstream accounts, users on the Connection Manager tool email distribution list are notified of new connections and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.

Steps

  1. Navigate to the project's Connection Manager tool.
  2. Click Connect Upstream.
  3. Select the upstream company and project, then click Next.
  4. Review the considerations, then click Next.
  5. Click Connect to initiate the project connection.

If the upstream company has chosen to automatically approve connections, the connection will be approved and your projects will be automatically connected. If the upstream company has chosen to require review to manually accept or reject connections, a request will be sent to the upstream company for review.