This integration allows you to leverage the power of both platforms to streamline your project workflows and gain valuable insights.
When linking a project in Procore, if you encounter a continuous loading state or permission errors, it's often due to missing app configurations or insufficient user permissions.
Procore App Configuration:
The account admin must install the Track3D embedded app in Procore and complete the necessary configurations.
Log in to Procore:
Access your Procore account using your credentials.
Click on the Apps icon located in the top right corner of the Procore interface.
Once in the Apps section, click on App Management
In the App Management section, click on the "Install App" button.
Search for the Track3D app and select it.
Click Install to proceed.
Configure the Track3D App:
After installation, you'll see the Track3D app listed in the Installed Apps section.
Click on the "View App" button to open the app's configuration page
On the configuration page, click on "Create Configuration".
In the pop-up window, check the box for "Global Project Config" and provide a title, such as "Track3D".
Click Create to save the configuration
Once the configuration is complete, the Track3D app will be ready to use within your Procore projects. And can be seen in the apps section
User Permissions
Updated over 7 months ago
To successfully integrate a Track3D project with a Procore project, the user must have specific permissions in Procore:
RFI
Observation
Submittal
Documents
Drawings
Enabling Permissions:
Log in to Procore: Access your Procore account.
Navigate to User Settings: Go to your user profile settings.
Enable Permissions: Check the boxes for the required permissions.
Save Changes: Save the changes to your user profile.
If you experience any issues, please contact Track3D support at [email protected] for further assistance.