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Connectability for Drawings enables separate Procore customers to connect their projects so that drawings can be copied and kept in sync with the upstream project. The connection is one-way and copies published drawings from an upstream source project to a downstream connected project.
Learn more about connectability in Procore.
Why connect projects?
When projects are connected, drawings are easily shared with collaborators working on your project. This eliminates silos and reduces duplicate data entry. Some of the key benefits include:
Downstream permissions requirements to connect projects are comparable to how upstream accounts currently allow collaborators to access drawing information. The upstream account is always notified about new connections and can disconnect projects if needed.
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Project connections are always initiated by the downstream company. The connection depends on the upstream company's approval preference. If review is not required, the projects will be automatically connected. If review is required, a connection request will be sent to the upstream company to review and manually approve or reject. As the upstream project uploads and publishes drawings, those drawings are copied to the downstream project. The drawings are copied in an unpublished state for the downstream project to review and publish in their project. After the drawings are published in the downstream company's project, users with access to the downstream project's drawings tool can view the connected drawings that originated from the upstream company's project |
Learn which user permissions are required to take the described actions in this tool.
Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.
| | The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.
Users can take the action with this permission level.
Users can take this action with this permission level AND one or more additional requirements, like granular permissions.
Action | None | Read Only | Standard | Admin | Notes |
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Approve or Reject Project Connection Request |
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Configure Advanced Settings |
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Disconnect a Connected Project |
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Initiate a Request to Connect Projects |
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Users must also have ‘Read only’ level permissions or higher to the Drawings tool in both the upstream and downstream projects. | |||
View Project Connections |
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To approve or reject requests to connect projects using the project's Connection Manager tool.
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.
When projects are connected, any published drawings in your upstream project are automatically copied to the downstream project. Just follow the standard steps in your project to:
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.
After the drawings are copied from the upstream project, they will have an "unpublished" status until they are published by the downstream project.
Navigate to the Drawings tool.
Click into the drawing set that contains the uploaded drawings.
Click the Publish drop-down menu in the banner above the list.
Click one of the following options:
Click Publish & Distribute to publish the drawings and send a notification to drawings log subscribers. See Who receives a notification for updates in the Drawing tool?
Click Publish to publish the drawings without sending a notification to drawings log subscribers.
Published connected drawings will be available to users with 'Read Only' level permissions or higher to the Drawings tool.
Thank you for using the Connectability for Drawings beta. Please provide feedback through the Share Feedback button in the Connection Manager tool, and via the surveys sent by Procore.