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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.
  • Additional Information:
    • The Navisworks® cloud markup is not supported in the Procore plug-in. 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.
    • Tip! Click the Procore window and drag it to the right side panel of the Navisworks® so you can easily view Procore and your model at the same time. 

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 Plug-In (Recommended)
  1. Open the Navisworks® application on your computer.
  2. Open the model you want to create a coordination issue for.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.
  3. Navigate to the view in the model you want to capture, and add markups in Navisworks® Manage as needed.
  4. Click the Procore tab to open the Procore plug-in.
  5. Click Issues List.
    Tip! Click the Procore window and drag it to the right side panel of the application so you can easily view Procore and your model at the same time. 
  6. 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.
  7. 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 Plug-In 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.
  8. 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

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