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Procore

Connection Manager

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The project level Connection Manager tool is designed to manage connections between your project and other projects in Procore, so that drawings can sync between the projects.

  • Share current data with approved collaborators.
  • Eliminate the need for collaborators to perform duplicative data entry in their own Procore account.
  • Retain data in each company's account for record keeping and reporting.

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Overview
Settings
 
Upstream Account
Downstream Account

 

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Connect Projects for Downstream Companies
 
Configure Settings
 
 
Approve or Reject Connections for Upstream Companies
 
Disconnect Projects
 

Learn which user permissions are required to take the described actions in this tool.

 Important

Some actions that impact this tool are done in other Procore tools. See the User Permissions Matrix for the full list of actions taken in all other tools.

 |  |  The action is available on Procore's Web, iOS, and/or Android application. Click to view the article.

icon-mindtouch-table-check.png Users can take the action with this permission level.

icon-mindtouch-table-check.png Users can take this action with this permission level AND one or more additional requirements, like granular permissions.

Action None Read Only Standard Admin Notes

Approve or Reject Project Connection Request

 Web

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Configure Advanced Settings

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Disconnect a Connected Project

 Web

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Initiate a Request to Connect Projects

 Web

      

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 Users must also have ‘Read only’ level permissions or higher to the Drawings tool in both the upstream and downstream projects.

View Project Connections

 Web

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Settings for Connection Manager Tool (21/02/2024)

The Connection Manager is a new tool that will allow you to connect your project to another company's project in Procore. Initially, you can set your connection settings and distribution list. See Configure Project Connection Settings, Configure Advanced Settings: Connection Manager, and About Connectability.