User Guide Procore Connect For Submittals

Procore Connect enables a connection between two separate Procore projects. The connection is one-way and copies published data from a Sending source project to a Receiving connected project in an unpublished state.

Sending project accounts can choose to automatically approve connections, or require review to manually accept or reject a receiving project's request to connect. See Configure Connection Approval Settings. Follow these steps if you choose to review and manually accept each connection.

• Required User Permissions

• If you reject a request by mistake, the project can request a connection again that you can review and approve.

• A sending project can support connections with multiple receiving projects. For example, multiple subcontractor companies (receiving) projects can connect to a single general contractor or owner (sending) project and receive data.

• For both sending and receiving accounts, users on the Connection Manager tool email distribution list are notified of new connections, disconnections, and connection requests (if review is required). See Connection Manager: Configure Advanced Settings.

• Projects can be disconnected by the sending or receiving account at any time. See Disconnect Connected Projects.

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

2. Under 'Receiving Projects' click Review.

3. Do one of the following:

   1. Click Approve Data Sharing to approve the connection.

   2. Click Reject Data Sharing to decline the connection.

   3. Click Cancel to return to the Connection Manager home page without making changes.

Click here to return to Connection Manager Tutorials.