Skip to main content
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:
    • 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 is also 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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 plugin.
  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

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