Overview

1. Annotations linked with Procore observation module
   
2. Bidirectional synchronization of Procore observations, including comments
   
3. Notifications for annotation updates via Procore
   
4. Digital-twin geo-location tagging for observations
   
5. Export annotations to PDF with full details, including Procore's observation custom fields

Prerequisites

1. Active DatuBIM account
   
2. Active Procore account

In-depth Setup

1. DatuBIM App Installation:
   

   - Visit Procore’s marketplace and get the DatuBIM app

   - Need help with installation? Follow Procore’s installation guide

2. Procore Access for DatuBIM:
   - Grant DatuBIM permission to connect with your Procore account. Detailed instructions are available in the app installation guide
   - Ensure permissions are set for all projects, present and future. Check this guide for more details
   - Note: DatuBIM, being a “Data Connection” type, requires permissions for:
       a. Admin module as `admin`
       b. Directory module as `readonly`
       c. Observations module as `admin`
   
   
3. Activating Integration:
   - Navigate to your Procore account homepage
   - Capture a screenshot that includes the URL address bar
   - Email this screenshot to Datumate’s support at support@datumate.com with a request to enable a Procore integration
   
   
4. Project Synchronization:
   - Upon approval from Datumate support, visit DatuBIM → Site properties of the site you wish to sync → Site Association
   - Choose the desired Procore project from the dropdown list and save.
   
   
   
5. Synchronization:
   - Post-setup, all new annotations and observations are automatically synced