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Procore

Edit a Coordination Issue

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Objective

To edit the information for a coordination issue or unlink an RFI.

Things to Consider

  • Required User Permissions:
    • To edit any coordination issue, 'Admin' level permissions on the project's Coordination Issues tool.
    • To edit only coordination issues you have created, 'Standard' level permissions on the project's Coordination Issues tool.
  • Additional Information:
    • Any changes made in the Coordination Issues tool at app.procore.com will automatically sync with the Procore plugin. If you make an edit in the plugin while you have the Coordination Issues tool open in your browser, you will need to refresh the page in order to see the changes. 
    • You can edit the Location, Assignee, and Due Date fields for multiple issues at once from the Coordination Issues tool in Procore. See Bulk Edit Coordination Issues. 
    • If you want to edit comments that have been added to a coordination issue, see Add or Manage Comments on a Coordination Issue.

Video

 

Steps

From the Procore Plugin for Coordination Issues

  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. With the Procore tab selected, click Issues List.
  3. In the 'All Issues' or 'Assigned to Me' list, hover over the issue you want to edit.
  4. Click Info. 
  5. Click into any editable field to edit the information.
    Note: Changes are automatically saved when you click out of the field.

From the Documents Plugin for Autodesk

  1. Open Revit® on your computer.
  2. Navigate to a 3D view in the project browser of Revit®.
  3. Click the Procore tab.
  4. Click Coordination Issues.
  5. In the Coordination Issues side panel, select the project in Procore.
  6. On the coordination issue, click the information icon-info3.png icon.
  7. Click into any editable field to edit the information.
    Note: Changes are automatically saved when you click out of the field.

From the Coordination Issues Tool ​​​​​​

Edit a Coordination Issue

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click the Issue link to view its details in the side panel.
  3. In the General tab, update the fields as needed. Changes save automatically.
     Note
    In the General tab, you can edit text fields and drop-down lists, but you cannot edit Attachments.
  4. Optional: To make updates to the issue's Activity tab:
    1. Click the Activity tab.
    2. To enter a comment, add an entry in the Type a message or @mention someone box.
    3. To upload an attachment, click Attach Image.
    4. Click Submit to save the activity.
  5. Optional: Click the icon-vertical-ellipsis-box-pfcp.png icon to open the Overflow menu:
  6. Optional: If an issue was moved or elevate and you want to change that:
    • Reopen a coordination issue that was moved to an observation, click Reopen. The issue status changes from Moved to Observation to Open. 
    • Unlink a coordination that was elevated to an RFI, click Unlink RFI. The issue status changes from Elevated to Open. 
  7. When finished, click the icon-markup-close-x.png icon to close the side panel.

Bulk Edit Coordination Issues

  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Mark the checkboxes next to the issues you want to edit.
  3. Click the Bulk Actions drop-down menu, then click Edit.
  4. Click the fields to edit the information.
    Note: You can only edit the Location, Assignee, and Due Date fields in bulk. If you need to edit another field, see Edit a Coordination Issue above.
  5. Click Update Issues to save your changes.