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Procore Embedded Experience
Procore Embedded Experience
Updated over 2 months ago

Permissions

Procore permissions

  • You must be a Company Admin to enable, add, edit, or delete an embedded project.

  • You must be a Procore and OpenSpace project member with the same email to view the embedded project.

Overview

Installing the OpenSpace app in Procore Marketplace allows you to embed OpenSpace in your Procore account. Once embedded, shared OpenSpace and Procore users can then view OpenSpace captures within Procore.

Note: Using browsers other than Google Chrome may result in unexpected behavior or errors.

How to embed the first OpenSpace project

  1. Sign in to Procore.

  2. Click Select an App in the top right corner, then select Marketplace.

  3. Search for OpenSpace, then click the app that appears in the search bar.

  4. Select the orange Login to install, and then Install App.

  5. Return to your Procore company home page and click Select an App then App Management.

  6. Click View next to OpenSpace.

  7. Select Configurations followed by Create Configuration.

  8. From the Projects listing, select the Procore project you want to embed the project within.

  9. Skip the checkboxes for Global Projects Config and Company Level Config.

  10. Within the Title field, we recommend using a label that’s a combination of “OpenSpace” and the project name (since you can embed multiple things within a given project).

    • For example: OpenSpace Avenue A Project

  11. In a separate tab or window, navigate to the OpenSpace Project or Shared Folder to copy the Site ID of that project. ​Do not copy the full URL.

  12. Enter the server location under OpenSpace Region, which is the URL prefix to openspace.ai.

How to embed additional OpenSpace projects in Procore

  1. Sign in to Procore.

  2. Click Select an App in the top right corner, then select App Marketplace.

  3. Click View next to OpenSpace.

  4. Select Configurations followed by Create Configuration.

  5. From the Projects listing, select the Procore project you want to embed the project within.

  6. Skip the checkboxes for Global Projects Config and Company Level Config.

  7. Within the Title field we recommend using a label that’s a combination of “OpenSpace” and the project name (since you can embed multiple things within a given project).

    • For example: OpenSpace Avenue A Project

  8. In a separate tab or window, navigate to the OpenSpace Project or Shared Folder to copy the Site ID of that project. ​Do not copy the full URL.

  9. Enter the server location under OpenSpace Region, which is the URL prefix to openspace.ai.

How to edit an OpenSpace embedded project

  1. Sign into Procore.

  2. Click Select an App in the top right corner, then select App Marketplace.

  3. Click View next to OpenSpace.

  4. Select Configurations followed by Edit.

  5. Complete any edits that need to be made.

How to delete an OpenSpace embedded project

  1. Sign in to Procore.

  2. Click Select an App in the top right corner, then select App Marketplace.

  3. Click View next to OpenSpace.

  4. Select Configurations followed by Delete on the project line you want to remove.

  5. A pop-up will ask you to validate the deletion: Are you sure you wish to delete this configuration?

    • Select Delete.

  6. The project configurations will no longer appear in your configuration list.

FAQ

Can you embed multiple OpenSpace projects into one Procore project?

Yes, you can embed as many OpenSpace projects into a singular Procore project as you want.

I received an Aw,snap error when selecting the embedded project. How do I fix this?

Double check the configurations for the project are correct: correct Site ID, correct region. Ensure you are not blocking 3rd party cookies and have pop-ups allowed for both the Procore and OpenSpace websites.

Do I need to link OpenSpace and Procore together first in OpenSpace Project Settings?

No, you are not required to set up Procore within the OpenSpace Project Settings first. However, we do recommend taking this step promptly afterwards—otherwise you’ll receive an error when linking Field Notes to Procore in the embedded view.

If you have any additional questions please reach out to the OpenSpace Support team at support@openspace.ai.

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