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Procore Integration
Procore Integration

Link constraints directly to RFI's in a Procore account

Jason Lyon avatar
Written by Jason Lyon
Updated over 3 years ago

Link constraints in Touchplan directly to the RFI’s in your Procore account.

  1. Use the Live Chat Button in Support to have a Customer Success manager initially set up the Procore Integration in a project.

  2. Log into Procore using the project menu.

  3. Create a new constraint ticket in the plan view of Touchplan.

  4. Within the constraint ticket edit window select “Link to Procore” to link the constraint to an existing or new RFI in Procore.

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