Common Questions
What projects can be connected?
Any active projects can be connected. The names of the project do not need to match.
RFIs and Submittals: Receiving accounts can connect to as many sending projects as they want per tool, and sending accounts can connect to as many receiving projects as they want per tool.
Drawings: The Drawings tool does not support multi-project sending/receiving setups. Each connection for Drawings remains strictly a standard one-way connection (either sending OR receiving).
What is the Connection Manager?
The Connection Manager is a project level tool within Procore where project connections are initiated, configured, and managed.
Who can initiate a project connection?
All project connections must be initiated by the Receiving project account.
Can a single project act as both a Sender and a Receiver for the same tool?
Yes, for RFIs and Submittals. A single project can act as a Receiver on one connection (e.g., receiving RFIs from a General Contractor) and a Sender on another connection (e.g., sending its own locally created RFIs to a Subcontractor) at the same time.
Note: Only locally created records originated within your project can be sent to connected partners. You cannot forward External Items (records received from another connected project) to a third party or connected project. The Drawings tool does not support this and remains strictly one-way.
What is the difference between Multi-Directional Connections and Acting as Both Sender and Receiver?
Multi-Directional Connections: Refers to setting different data flow directions for different tools within a single connection (Receiving RFIs while Sending Submittals with the same partner).
Acting as Both Sender and Receiver: Refers to participating in bi-directional workflows for the same tool across separate connections (Receiving RFIs on Connection A and Sending local RFIs on Connection B).
Who is notified about Connections?
By default, anyone with 'Admin' permissions on the Connection Manager tool who is added to that project's Directory receives notifications. To change who receives notifications, configure the email notification distribution list in the project's Connection Manager settings. See Connection Manager: Configure Advanced Settings.
Who can terminate a project connection?
Either the sending or receiving project can disconnect or deactivate a connection at any time.
RFIs and Submittals: Deactivating a tool sets its status to Inactive rather than permanently disabled. This allows users to self-serve to pause, re-enable, or modify data flow directions at any time without destroying the underlying connection.
Drawings: Disabling a Drawings connection remains permanent. Once disconnected by either account, it cannot be self-reconnected (restoration requires contacting Procore
For more information, see Disconnect a Connected Project.
Is a connection impacted if the user who created the connection is removed from my Directory?
No. Once established, the permissions of the user who initiated the connection do not affect the active connection status. If either company wants to end the connection, they can disconnect the projects at any time within the Connection Manager tool. For more information, see Disconnect Connected Projects.