Connect Procore to your Post-award Project
Connect Procore to your Post-award Project
Connecting your post-award project to Procore will automatically sync document updates from Procore, meaning that you only need to manage documentation in Procore - saving you time.
Get set up
Before you can connect your project, you will need to install the EstimateOne App from the Procore Marketplace and setup the correct permissions in Procore.Linking your project to EstimateOne
- Access the relevant Post-award Project within your Procurement tab in EstimateOne
Note: When you’re ready to import your documents from Procore, you will need to remove all existing documents on your EstimateOne project.
- Head to the Documents tab and select 'Connect to Procore' to establish the connection on this project
This will trigger a step-by-step walk through, which will require you to;
- Login to Procore
- Select a Project: We suggest using Project #, Project Name, Address, Date Created to help you find the right project
- Select Items to import: EstimateOne will respect any Private folders in Procore - you won't be able to import those. You can make changes to this selection later within your Connection Settings
- Confirm selection
Import your Docs
Once you have confirmed the connection, your post-award project in EstimateOne will be linked to your Procore project and we will start importing your files.
When your import is finalised, head to the Document Matrix to assign documents to Trade packages.
You will know you are successfully connected to Procore as you will see 'Connected to Procore' in the top-left when you are in the Documents tab.
From now, EstimateOne will automatically Sync document changes from Procore.
More:
- Learn how to issue a revision using the Procore integration here.
- Learn how to make changes to which items your sync with EstimateOne