Configuring Procore Settings
As a CIC administrator, select and fetch the following types of data from Procore:
- Company: The company in Procore containing project data.
- Projects: A list of projects associated with the selected company in Procore.
- Media data: The media data and user data associated with the selected project.
Prerequisite
You have successfully completed the step, Adding a Procore Connection.
Procedure
On the Procore Settings page, select the historical media data to be fetched from Procore to CIC:
- In the Historical Data field, select the length of the historical data, and click Continue.
Choices include:
- All (default)
- 60 Days
- 30 Days
- 7 days
- None
- Select the projects to fetch from Procore as follows:
- Select a company from the Select Procore Company drop-down list. All projects display by default.
- (Optional) Use the Search bar to focus your search on a subset of Procore projects.
- Select the check box corresponding to each Procore project to fetch its media data into CIC. You must select at least one project.
- Select Continue to create an ingestion schedule for Procore data.
You can also select Cancel to discontinue setting up the configuration and return to the Data Management page.
Related Topics
Creating an Initial Ingestion Schedule
Last Published Tuesday, November 19, 2024