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Procore Support (en-au)

Set Up a Project Connection

 Important

Procore is closing the Procore Connect beta.

Based on the input we have received from clients in the Procore Connect beta, we are ending the beta testing period and ceasing development work on Procore Connect. As we move into the next stage, we will be leveraging our findings to develop a new solution that will scale across the entire platform.

Can I still use Procore Connect?

Yes, you can still use Procore Connect! We know that many clients have benefited from the connections provided through Procore Connect, and we encourage you to continue to use them. All the connections you already have will continue to work, so you won’t lose any projects or connections. (And if that ever changes, we’ll give you plenty of notice, so you won’t miss a beat. Please note, however, that as of November 9th, 2020, you will not be able to create new connections, and new product development of the functionality will not continue.

Objective

To connect one project to another project in Procore.

Background

Project level admins have the ability to connect their project with another project in Procore from the Project Connections page in the project's Admin tool. With Project Connections, certain project data to be sent from a project to another connected project in Procore. This allows collaboration between Procore account holders on projects and streamlines cross-account workflows. For example, two separate companies can share specific items on projects that are connected.

Things to Consider

  • Required User Permissions:
    • To create and accept project connections, 'Admin' level permissions on the project's Admin tool.
  • Additional Information:
    • Setting up a project connection automatically creates a 'Service Account' for the connection. See Add, Modify or Delete a Service Account.
    • Any changes made to an item after it is sent to a connected project will not be reflected on the other project.
    • The following tools can be connected across projects with Procore Connect:
      • RFIs
      • Site Diary
        • Working Hours: Workers, Hours, Attachments and Comments
        • Notes: Comments and Attachments

Steps

  1. In one of the projects you want to connect, navigate to the project's Admin tool.
  2. Under 'Project Settings', click Project Connections.
    Note: If you do not see this option, please send an email to procoreconnect@procore.com with your project ID.
  3. In the 'Add New Connection' section, enter your Collaborator's connection code.
    Notes:
    • A project's connection code is the 8-digit number under 'Your Connection code'.
      To copy this number to send to a Collaborator, click Copy Code.
    • A line item for the project you requested to connect with will appear in the 'Connections' section and will have the status 'Awaiting Response' until the connection is accepted.
    • Once a project connection is accepted, the status will show as 'Connected'.
    • If a project connection has not been accepted, you can click Send Reminder to re-send the connection invitation.
  4. Select an RFI Manager from the Connected RFI Manager drop-down menu.
    Notes: 
    • The Connected RFI Manager will be notified when RFIs are created by the connected company.
    • The Connected RFI Manager and Default RFI Manager can be different users.
    • You can have a unique Connected RFI Manager for each Project Connection.
  5. To accept a project connection, click 'Accept' on connections that have the status 'Request Pending'.