Gérer les connexions du projet à partir de la vue d’ensemble du projet

 En version bêta

Cette fonctionnalité est actuellement disponible pour tous les clients en Australie, au Canada, au Royaume-Uni, aux États-Unis et en Nouvelle-Zélande. Les utilisateurs d’autres régions peuvent accéder à la page d’accueil du projet. Veuillez contacter votre Procore point of contact pour demander l’activation de cette fonctionnalité.

Background

Project Overview helps users access important project information all in one place. You can access some Connection Manager features directly from Project Overview. All permissions in the Procore Connect tool automatically carry over to the Procore Connect dashboard in Project Overview.

Things to Consider

Steps

  1. Click Project Tools and select Home to navigate to the Project Overview.

  2. Locate the 'Connected Project' card (section).

  3. Actions available from the 'Connected Project' card:

    • Click Manage to open the project's Connection Manager tool. See for more inforomation about connecting projects.

    • View a list of any established project connections. Future functionality will have buttons for downstream companies to quickly access the connected content.

    • Project Admins with a connection request to review, can do that here without leaving Project Overview:1. Click Review Request2. Click to select which content types you want to auto-share with the downstream project requesting the connection.3. Click to either Accept or Reject the connection request.

See Also

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