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Procore

Edit a Coordination Issue

Objective

To edit a coordination issue.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Coordination Issues tool.
    • Users with 'Standard' permissions can edit coordination issues that they have created.
  • Additional Information:
    • Any changes made in the Coordination Issues tool at app.procore.com will automatically sync with the Procore plug-in. If you make an edit in the plug-in 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
    • To edit the viewpoint snapshot, you will need to edit the viewpoint or markups in Navisworks®.

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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
  1. Open the Navisworks® application on your computer.
  2. Click the Procore tab to open up the Procore plug-in.
    Tip! Click the title bar of the Procore plug-in and drag it to the right side panel of the application so you can easily view both Procore and your model at the same time.
  3. Open the model in which you're working.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.
  4. In the All Issues list, hover over the issue you want to edit, then click Info
  5. Click into any field on the view page to edit the information.
    Changes are automatically saved.
From the Coordination Issues Tool ​​​​​​
Edit a Single Coordination Issue
  1. Navigate to the project's Coordination Issues tool on app.procore.com.
  2. Click Info next to the issue you want to edit.
  3. Click into any field on the view page to edit the information.
    Changes are automatically saved.
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 you want to edit and complete the desired 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 Single Coordination Issue.
  5. Click Update Issues to save your changes.

See Also