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Procore

Create a Coordination Issue

Objective

To create a coordination issue.

Background

Identifying and recording issues that appear on your model helps save time and money as the project progresses. Resolving these issues reduces the number of RFIs and change events that your team has to create as the project progresses. 

Things to Consider

Prerequisites

Video

 

Steps

From the Procore BIM Plugin

  1. Open the model in Navisworks®.
  2. In Navisworks® Manage, go to the correct view and add your markups.
  3. Click the Procore tab. 
  4. Click Issues List.
  5. Click New Issue.
     Note
    Clicking 'New Issue' captures your current view and any markups. This snapshot is live and automatically updates with any changes you make.
  6. Complete these fields:
    • Title. Enter a clear, descriptive issue title for your collaborators.
    • Description. Describe the issue. The entry is also saved as a viewpoint comment on the final NWD file. 
    • Location. Select the issue location. To add a location to this list, see Add Tiered Locations to a Project or Import Locations Using the Procore Plugin for Revit® and Edit Tiered Locations
    • Assignee. Select the Procore project user responsible for resolving the issue. To add an assignee to this list, grant a Procore project user 'Standard' or 'Admin' permissions to the Coordination Issues tool 
    • Due Date. Select a due date for the issue.
    • Priority. Select Low, Medium, High, or Critical.
    • Trade. Select a trade from the list. To add a trade to this list, see Add a Custom Trade.
    • Type. Select an issue type from the drop-down list. 
  7. Click Create.

From the Coordination Issues Tool

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click Create.
  3. Complete these fields:
     Notes
    • Title*. Enter a clear, descriptive issue title for your collaborators.
    • Description. Describe the issue. The entry is also saved as a viewpoint comment on the final NWD file.
    • Location. Select the issue location. To add a location to this list, see Add Tiered Locations to a Project or Import Locations Using the Procore Plugin for Revit® and Edit Tiered Locations
    • Due Date. Select a due date for the issue.
    • Priority. Select Low, Medium, High, or Critical.
    • Assignee. Select the Procore project user responsible for resolving the issue. To add an assignee to this list, grant a Procore project user 'Standard' or 'Admin' permissions to the Coordination Issues tool 
    • Trade. Select a trade from the list. To add a trade to this list, see Add a Custom Trade.
    • Type. Select an issue type from the drop-down list. 
    • Attachments. Attach images or PDFs as visual references. Drag and drop files here or click Upload Files to add them. You can add up to 20 files per issue.
  4. Click Create.

From Augmented Reality

  1. From augmented reality on an iOS device, tap the menu.
  2. Tap Create > Coordination Issue.
  3. Complete these fields:
     Notes
    • Title*. Enter a clear, descriptive issue title for your collaborators.
    • Description. Describe the issue. The entry is also saved as a viewpoint comment on the final NWD file.
    • Attachments: Creating an issue automatically attaches four (4) images (augmented reality, device camera, model only, and 2D view). You can add up to 20 files per issue.
    • Location: Select the issue location. To add a location to this list, see Add Tiered Locations to a Project or Import Locations Using the Procore Plugin for Revit® and Edit Tiered Locations
    • Assignee: Select the Procore project user responsible for resolving the issue. To add an assignee to this list, grant a Procore project user 'Standard' or 'Admin' permissions to the Coordination Issues tool 
    • Due Date: Select a due date for the issue.
    • Priority: Select Low, Medium, High, or Critical.
    • Trade. Select a trade from the list. To add a trade to this list, see Add a Custom Trade.
    • Type. Select an issue type from the drop-down list. 
  4. Click Create.