Overview

Procore's Connection Manager tool, allows you to connect your project to other projects within the same or a different Procore company account. However, once you have connected a project as a downstream or upstream project, any other tool connections will reflect what you initially chose, downstream or upstream.

When projects are connected, project information is easily shared with collaborators working on your project. This eliminates silos and ensures that project information is kept in sync across Procore accounts. Some of the key benefits include:

  • Automatically sharing data with collaborators.

  • Eliminating the need for collaborators to perform duplicative data entry in their own Procore account.

  • Retaining data in each company's account for record keeping and reporting.

How it Works

Flowchart showing upstream and downstream account workflow with orange and blue process blocks for document sharing and collaboration.


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

Upstream 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 upstream account.

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

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Considerations