Overview
Connectability for Drawings enables Procore customers to connect their projects so that drawings can be copied and kept in sync with the upstream project. The connection is one-way and copies published drawings from an upstream source project to a downstream connected project.
Learn more about connectability in Procore.
Why connect projects?
When projects are connected, drawings are easily shared with collaborators working on your project. This eliminates silos and reduces duplicate data entry. Some of the key benefits include:
Automatically sharing published drawings with downstream collaborators.
Eliminating the need for downstream collaborators to download drawings and re-upload them into their own projects for their teams to access.
Downstream collaborators are automatically notified when new drawings or revisions are published in the upstream account, and are available to review and publish.
Drawings titles and metadata are kept in sync with the upstream account, ensuring a single source of truth and reducing the likelihood of potential mistakes.
Connected data is retained in the downstream company's account for record keeping and reporting.
Downstream permissions requirements to connect projects are comparable to how upstream accounts currently allow collaborators to access drawing information. The upstream account is always notified about new connections and can disconnect projects if needed.
How does it work?
Project connections are always initiated by the downstream project.
The connection depends on the upstream company's approval preference. If review is not required, the projects will be automatically connected. If review is required, a connection request will be sent to the upstream company to review and manually approve or reject.
As the upstream project uploads and publishes drawings, those drawings are copied to the downstream project. The drawings are copied in an unpublished state for the downstream project to review and publish in their project.
After the drawings are published in the downstream company's project, users with access to the downstream project's drawings tool can view the connected drawings that originated from the upstream company's project