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Procore

Initiate a Project Connection

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Objective

To initiate a connection between two projects in the same Procore company account or between two projects at different Procore company accounts.

Background

Connectability for Drawings enables a connection between two separate Procore 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is one-way and copies published drawings from an upstream source project to a downstream connected project in an unpublished state.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 with more than 50,000 drawing revisions cannot be connected.
  • 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.
    Note: If you are connecting to a project within the same company, look for the 'Current Company' section in the 'Upstream Company' dropdown to select your company's name. 
  4. Click Next.
  5. Review the considerations, then click Next.
  6. Click Connect to initiate the project connection.

If the upstream company chose to automatically approve connections, your projects automatically connect. If the upstream company's settings require manual review for accepting or rejecting connections, Procore sends a request to the upstream company for review.