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Procore

Edit a Coordination Issue

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' on the project's Coordination Issues tool.
    • To edit only coordination issues you have created, 'Standard' 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.
    • 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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 Plugin
  1. Open the Navisworks® application on your computer.
  2. Open the model you want to view.
    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 the Procore plugin.
  4. Click Issues List.
    Tip! Click the Procore window 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.
  5. In the 'All Issues' or 'Assigned to Me' list, hover over the issue you want to edit.
  6. Click Info
  7. Click into any field on the view page to edit the information.
    Note: Changes are automatically saved.
From the Coordination Issues Tool ​​​​​​
Edit a 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 editable field to edit the information.
    Note: Changes are automatically saved.
  4. Optional: If the issue has been elevated to an RFI and you want to unlink the RFI:
    1. Click the vertical ellipsis (⋮), then click Unlink from RFI.
    2. Click Confirm to complete the action.
      Note: Unlinking the RFI will change the status of the issue back to Open.
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.

 

See Also