Overview

Procore’s Connection Manager links your project to others within the same or a different Procore account. This connection automatically syncs project information and breaks down silos between collaborators.

RFIs, Submittals, and Drawings each have three possible connection statuses:

Status

Description

Applicable Tools

Active

The connection is live and working.

Drawings, RFIs and Submittals.

Inactive

A connection has never been established.

Drawings, RFIs and Submittals.

Inactive

A connection has been previously disabled.

RFIs and Submittals.

Disabled

A previous connection was severed and can no longer be used.

Drawings.



How it Works

Flowchart showing Sending and Receiving account workflow with orange and blue process blocks for document sharing and collaboration.


Data flows from a Sending project to a Receiving project. To link them, a user with access to both projects uses the Connection Manager tool in the Receiving project.

The Sending projects can either auto-approve links or require manual review. To stay informed, you can configure alerts to notify specific users about new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.

Admins can disconnect at any time. Existing data will remain, but new updates will stop.

Supported Tools

Tool

Data Included in Sync

Drawings

  • Drawings: Number, Title, Area Name/Description, Discipline, Status, and Position.
    Note: Drawings sync without markups.

  • Revision Details: Revision Number, Revision Status, Drawing Date, and Received Date.

  • Drawings Sets: Date and Name.

RFIs

  • RFIs: Subject, Question, Official Responses, and all associated Attachments.

  • Tracking Details: RFI number, Status, RFI Manager, "Received From" user, and Responsible Contractor.

  • Key Dates: Date initiated and due date.

  • Files: Coversheet (PDF) and Linked Drawings (PDF).

Submittals

  • Submittals: General Information section and Distribution Summaries.

  • Cover Sheet: The downloadable cover sheet will be an exact replica of the file in the Sending account.

  • Attachments: Only the attachments selected during distribution will sync to the Receiving account.

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Considerations