Aperçu
Connectability for Drawings enables 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:
Automatically sharing published drawings with downstream collaborators.
Eliminating the need for downstream collaborators to download drawings and re-upload them into their own projects for their teams to access.
Downstream collaborators are automatically notified when new drawings or revisions are published in the upstream account, and are available to review and publish.
Drawings titles and metadata are kept in sync with the upstream account, ensuring a single source of truth and reducing the likelihood of potential mistakes.
Connected data is retained in the downstream company's account for record keeping and reporting.
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.
How does it work?
Les connexions de projet sont toujours initiées par le downstream projet.
La connexion dépend de la préférence d’approbation de l’entreprise upstream . Si la révision n’est pas requise, les projets seront automatiquement connectés. Si une révision est requise, une demande de connexion sera envoyée à l’entreprise upstream pour révision et approbation ou rejet manuel.
Au fur et à mesure que le upstream projet charge et publie des plans, ces plans sont copiés dans le downstream projet. Les plans sont copiés dans un état non publié pour que le downstream projet puisse les réviser et les publier dans son projet.
Une fois les plans publiés dans le projet de l’entreprise downstream, les utilisateurs ayant accès à l’outil downstream Plans du projet peuvent afficher les plans connectés issus du projet de l’entreprise upstream