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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

  • Required User Permissions:
    • ‘Standard’ or 'Admin' permissions on the Coordination Issues tool.
  • Additional Information:
    • The Navisworks® cloud markup is not supported in the Procore plugin. See Why can’t I use the cloud redline tool in Navisworks?
    • Your current view and any markups will be captured when you click 'New Issue'. If you make changes to the view or markups, the snapshot will be updated.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

From the Procore Plugin
  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. Navigate to the view in the model you want to capture, and add markups in Navisworks® Manage as needed.
  3. With the Procore tab selected, click Issues List.
  4. Click New Issue.
    Note: Your current view and any markups will be captured when you click New Issue. If you make changes to the view or markups, the snapshot will be updated.
  5. Fill out the following fields:
    Note: Fields with an asterisk (*) are required.
    • Title*: Enter a title for the coordination issue. This will be the first reference that collaborators will see when reviewing this issue.
    • Description: Enter a description that describes the issue.
      Note: The description entered here will also be saved as comments on the viewpoint in the archived NWD.
    • Location: Click the drop-down menu to select the location of the issue.
      Note: The locations listed here match the locations that exist in the project's Admin tool in Procore. To add or manage locations for the project, see Add Tiered Locations to a Project or Import Locations Using the Procore Plugin for Revit® and Edit Tiered Locations.
    • Assignee:  Click the drop-down menu to select the person who is responsible for resolving the issue. 
      Note: This person will need 'Standard' or 'Admin' permissions on the Coordination Issues tool to be selected as an assignee.  
    • Due Date: Click to select a date on the calendar that the the coordination issue will be due.
  6. Click Create.
From the Coordination Issues Tool
  1. Navigate to the project level Coordination Issues tool on app.procore.com.
  2. Click Create Issue.
  3. Fill out the following fields:
    Note: Fields with an asterisk (*) are required.
    • Title*: Enter a title for the coordination issue. This will be the first reference that collaborators will see when reviewing this issue.
    • Description: Enter a description that describes the issue.
    • Attachments: Click Attach File(s) or drag and drop a file to attach an image of the viewpoint for reference.
    • Location: Click the drop-down menu to select the location of the issue.
      Note: New locations can be added to the project through the Admin tool. See Add Tiered Locations to a Project.
    • Assignee: Click the drop-down menu to select the person who is responsible for resolving the issue. 
      Note: This person will need 'Standard' or 'Admin' permissions on the Coordination Issues tool to be selected as an assignee.
    • Due Date: Click to select a due date for the coordination issue on the calendar.
  4. Click Create.

See Also

If you would like to learn more about Procore’s coordination management software and how it can help your business, please visit our Continuous Coordination for VDC Teams product page here.