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Procore

Create Coordination Issues on a Drawing

Objective

To create coordination issues directly on a drawing in the project's Drawings tool.

Background

If your account uses the Coordination Issues tool, you can create issues from the Coordination Issues tool in Procore, the Procore plugin in Navisworks®, or directly on a drawing in the Drawings tool. See Create a Coordination Issue. Creating coordination issues on a drawing is an efficient way to create issues, and it also helps to ensure that teams have access to both the issues and drawing in one location.

Things to Consider

  • Required User Permissions:
    • ‘Standard’ or 'Admin' permissions on the project's Coordination Issues tool.
      AND
      'Standard' or 'Admin' permissions on the project's Drawings tool.
  • Additional Information:
    • When you create a new coordination issue on a drawing, the markup will automatically be published to the drawing and will be viewable to users with access to the Drawings tool. 
    • After creating a new coordination issue on a drawing, a snapshot of the area of the drawing is added to the coordination issue and the drawing is added to the 'Links' section of the coordination issue. This allows users to easily reference the original drawing when viewing the coordination issue from the Coordination Issues tool.
    • If you want to link an existing coordination issue to a drawing, see Add Coordination Issues to a Drawing.

Steps

  1. Navigate to the project's Drawings tool on app.procore.com.
  2. Click Open next to the drawing you want to view.
  3. Click the Markup tab if it is not already selected.

    markup in the toolbar
     
  4. Click the Coordination Issue (CI) icon on the Markup toolbar. See Mark Up a Drawing.

    drawings-toolbar-coordination-issues.png
     
  5. Click the area of the drawing where you want to link the coordination issue.
  6. Click Create New Issue.
    Note: If you want to link an existing coordination issue on the drawing, see Add Coordination Issues to a Drawing.
  7. Fill out the following fields as appropriate:
    An asterisk (*) denotes a required field.
    • 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. 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.
  8. Click Create & Publish
    Note: The markup will automatically be published to the drawing.
  9. Optional: Click the pin to view a preview image and details of the coordination issue.
    • The color of the observation pin will depend on the status of the observation selected.
      • Blue: Open.
      • Yellow: Ready for Review.
      • Red: Elevated to an RFI.
      • Purple: Released.
      • Gray: Closed.

See Also

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