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Connection Manager - Reuse

 

Connection Manager Beta Banner

 In Beta
This functionality is currently only available in select regions for companies participating in the Connectability for Drawings beta. The beta will be extended globally soon.

Connectability for Drawings Beta Banner

 In Beta
Connectability for Drawings is in Beta in select regions and will be extended globally soon.

Connectability for Drawings Tutorials Reuse

Background

Connectability for Drawings enables two separate Procore company accounts to connect their projects. The connection is one-way and copies published drawings from an upstream source project to a downstream connected project in an unpublished state. Connected drawing metadata is automatically kept in sync with the upstream project.

Connectability for Drawings User Guide Reuse

Publish Drawings for your Upstream Project

When projects are connected, any published drawings in your upstream project are automatically copied to the downstream project. Just follow the standard steps in your project to:

  1. Upload Drawings
  2. Review and Confirm Drawings
  3. Publish Drawings

Publish Drawings for your Downstream Account

After the drawings are copied from the upstream project, they will have an "unpublished" status until they are published by the downstream project.

  1. Navigate to the Drawings tool.

  2. Click into the drawing set that contains the uploaded drawings.

  3. Click the Publish drop-down menu in the banner above the list.

  4. Click one of the following options:

    PUBLISH UNPUBLISHED DRAWINGS.png

Published connected drawings will be available to users with 'Read Only' level permissions or higher to the Drawings tool.

Conclusion

Thank you for using the Connectability for Drawings beta. Please provide feedback through the Share Feedback button in the Connection Manager tool and via the surveys sent by Procore.