Connection Manager
Overview
Using Procore's Connection Manager tool, you can connect your project to other projects within the same or a different Procore company account.
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.
Initially, you will be able to share Drawings from an 'upstream' project where drawings originate, and a 'downstream' project where data is copied. In the future, you will be able to share information from other Procore tools such as RFIs, Submittals, and more.
How it Works
There is an 'upstream' project where data originates, and a 'downstream' project where data is copied.
A user in the downstream project, who is also a collaborator in the upstream project, can use their project's Connection Manager tool to connect the two projects.
The upstream account can choose to automatically approve connections or require review to manually accept a downstream project's request to connect.
You can configure the email notification distribution list in each project's Connection Manager settings for who is notified about new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.
Connection Manager Admins on either the upstream and downstream projects can disconnect projects at any time. When projects are disconnected, all connected data will remain available in the downstream account but no new information will be copied from the upstream account.