Initiate a Project Connection

  1. Navigate to the project's Connection Manager tool.

  2. Click Connect Upstream.

  3. Select the upstream company and project.
    Note: If you are connecting to a project within the same company, look for the 'Current Company' section in the 'Upstream Company' dropdown to select your company's name.

  4. Click Next.

  5. Review the considerations, then click Next.

  6. Click Connect to initiate the project connection.

If the upstream company chose to automatically approve connections, your projects automatically connect. If the upstream company's settings require manual review for accepting or rejecting connections, Procore sends a request to the upstream company for review.