Common Questions
What projects can be connected?
What is the Connection Manager?
Who can initiate a project connection?
Who is notified about connections?
Who can terminate a project connection?
Is a connection impacted if the user who created the connection is removed from my Directory?
WHAT PROJECTS CAN BE CONNECTED?
Any active projects can be connected. The names of the project do not need to match.
Currently, a downstream project can only connect to one upstream project. A downstream can NOT connect to other upstream or downstream projects. However, an upstream project can support multiple downstream projects.
Example
If a General Contractor is the upstream company they can have multiple downstream projects belonging to their subcontractors.
However, if a subcontractor works with another subcontractor, they cannot serve as the upstream project and connect with another downstream project.
WHAT IS THE CONNECTION MANAGER?
Connection Manager is a Project level tool within Procore where project connections can be initiated and managed.
WHO CAN INITIATE A PROJECT CONNECTION?
A connection can only be initiated by a downstream project.
WHO IS NOTIFIED about Connections?
By default, anyone with current 'Admin' permission to the Connection Manager tool, and added to that project's Directory will receive a notification. If you want different users to be notified, you can configure the email notification distribution list in each project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.
The following matrix describes notification behavior and configuration options:
Notification Event | Which company receives a notification? | Which users receive a notification? | Where are the settings for this notification configured? | How can this notification be configured? |
Connection Requested | Upstream | Users with Admin level permissions to the project's Connection Manager tool. | Connection Manager > Configuration Settings | Can be limited to only selected Connection Manager Admin users. Company Admins can be added. |
Connection Request Rejected | Downstream | Users with Admin level permissions to the project's Connection Manager tool. | Connection Manager > Configuration Settings | Can be limited to only selected Connection Manager Admin users. Company Admins can be added. |
Connection Created | Both Upstream and Downstream | Users with Admin level permissions to the project's Connection Manager tool. | Connection Manager > Configuration Settings | Can be limited to only selected Connection Manager Admin users. Company Admins can be added. |
Initial Sync Complete | Downstream | All users with Admin level permissions on the project's Drawings tool. | Drawings Tool > Configuration Settings | Can be limited to only selected Drawings Tool Admin users. |
New Drawings Published in Upstream Account | Downstream | All users with Admin level permissions on the project's Drawings tool. | Drawings Tool > Configuration Settings | Can be limited to only selected Drawings Tool Admin users. |
Drawings Deleted in Upstream Account | Downstream | All users with Admin level permissions on the project's Drawings tool. | Drawings Tool > Configuration Settings | Can be limited to only selected Drawings Tool Admin users. |
Connection Disabled | Both Upstream and Downstream | Users with Admin level permissions to the project's Connection Manager tool. | Connection Manager > Configuration Settings | Can be limited to only selected Connection Manager Admin users. Company Admins can be added. |
WHO CAN TERMINATE A PROJECT CONNECTION?
Either the upstream project and downstream project can disconnect at any time. Current capabilities limit a downstream project from reconnecting to an upstream project as well as connecting to any new upstream project if you disconnect. See Disconnect a Connected Project.
Is a connection impacted if the user who created the connection is removed from my Directory?
No. Once the connection is created, the permissions of the downstream user in the upstream project are not related to the connection status. If an upstream company wants to stop the connection, they can disconnect the projects in the Connection Manager tool. See Disconnect Connected Projects.