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Procore

Create a Coordination Issue

Objective

To create a coordination issue.

Background

Catching 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.

Steps

From the Procore Plugin (Recommended)
  1. Open the Navisworks Manage application on your computer.
  2. Open the model you're working with.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.
  3. Click the Procore tab to open up the Procore plugin.
    Tip! Click the title bar of the Procore plugin and drag it to the right, left, bottom, or top of your application or to another monitor so you can view both Procore and your model at the same time. 
  4. Navigate to the view in the model you want to capture, and add markups in Navisworks Manage as needed.
    Note: See Autodesk Markup Instructions: https://knowledge.autodesk.com...09DA-htm.html
    Note: The Navisworks cloud markup is not supported in the Procore plugin. See Why can’t I use the cloud redline tool in Navisworks?
  5. 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, this snapshot will be updated.
  6. Fill out the following fields:
    Fields with * 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 more fully.
      Note: The description entered here will also be saved as comments on the viewpoint in the archived NWD.
    • Location: Select the location of the issue from the drop-down menu. See How do I add a multi-tiered location to an item?
    • Assignee: Select the person who is in charge of resolving the issue from the drop-down menu. 
      Note: This person will need 'Standard' and above permissions on the Coordination Issues tool to be selected as an assignee.  
    • Due Date: Select from the calendar picker the date which the coordination issue will be due. 
  7. Click the Create button.
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:
    Fields with * 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.
    • Snapshot: Attach a screenshot of your viewpoint for reference here.
    • Location: Select the location of the issue from the drop-down menu. See How do I add a multi-tiered location to an item?
    • Assignee: Select the person who is in charge of resolving the issue from the drop-down menu. 
      Note: This person will need 'Standard' and above permissions on the Coordination Issues tool to be selected as an assignee.
    • Due Date: Select from the calendar picker the date which the coordination issue will be due. 
  4. Click Create.

See Also

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