Initiate a Project Connection
Background
Procore Connect enables a connection between two separate Procore projects. The connection is one-way and copies published data from a sending source project to a receiving connected project in an unpublished state.
Only the users at the downstream company account can initiate a connection. Upstream company accounts can choose to automatically approve connections, or require review to manually accept or reject a downstream project's request to connect. See Configure Connection Approval Settings. Projects can be disconnected by the upstream or downstream account at any time.
Things to Consider
Only the downstream company account can initiate a connection with an upstream account's project.
A downstream project can only connect to one upstream project.
For both upstream and downstream accounts, users on the Connection Manager tool email distribution list are notified of new connections and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.
GovCloud accounts will not be able to participate in a project connection.
Steps
Warning!
At the time the connection is initiated, the system will review all existing distributed submittals and backfill them into the downstream project ONLY IF a downstream user is participating in the submittal. BEFORE connecting, make sure you are a participant or on the distribution list for that submittal.
Navigate to the project's Connection Manager tool.
Click Connect.
Select the sending company and project.
Notes:
If you are connecting to a project within the same company, look for the 'Current Company' section in the 'Sending Company' dropdown to select your company's name.
To connect Submittals, you must be in the upstream project directory and have access to the Submittals tool.
Click Next.
Select at least one feature for this connection, then click Next.
Review the Considerations, then click Connect Projects to initiate the project connection.
If the sending company chose to automatically approve connections, your projects automatically connect. If the sending company's settings require manual review for accepting or rejecting connections, Procore sends a request to the sending company for review.