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Procore

Import Viewpoints to the Coordination Issues Tool

Objective

To import viewpoints from Navisworks® to the Coordination Issues tool using the Procore plug-in.

Background

Importing viewpoints from Navisworks® to Procore helps your teams transition from using a viewpoints workflow to using the Procore Coordination Issues tool and plug-in. Imported viewpoints will be created as issues in the Coordination Issues tool so they can be tracked and managed in Procore.

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Coordination Issues tool.
  • Additional Information:
    • All information from a viewpoint is carried over to the issue created from the import.
      • The title of the viewpoint becomes the Title of the coordination issue.
      • Any comments on the viewpoint are carried over to the Description field of the issue.
      • Any markup on the viewpoint will be included on the issue.
    • To prevent duplication or redundant issues from being imported, a folder that has already been imported from through the plug-in will not be available as an option to select for another import.

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Open the Navisworks® application on your computer.
  2. Click the Procore tab to open the Procore plug-in.
  3. Open the model you want to import viewpoints from.
  4. In the plug-in, click the ellipsis (...)  to open the drop-down menu.

    plugin-ellipsis.png
     
  5. Click Import from Viewpoints.
    Note: All folders and viewpoints will be shown in the "Convert Viewpoints to Issues" window.
  6. Mark the checkbox next to a viewpoint to select a single viewpoint, or the checkbox next to a folder containing multiple viewpoints.
    Note: Click Select All to import all viewpoints.
  7. Select the following fields from the drop-down menus:
    Note: Fields with an asterisk (*) are required.
    • Status*
      • Open: Select to create new issues that require action.
      • Closed: Select to create historical issues that have already been resolved.
    • Assignee
    • Location
  8. Click Create.
    Note: All viewpoints will be created as issues in the project.

See Also

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