About Pinning and Connected Items in the Document Management Tool

Background

On complex project drawings, team members often need to track specific issues or site observations that do not require a structured review process. The Connected Items feature allows you to pin items to a precise location on a 2D document, ensuring that everyone with access can see the associated status, markups, and details in one centralized view. Pinning is supported for Coordination Issues, Observations, RFIs, Inspections, Inspection Items, and Punch/Snag items.

Things to Consider

Required User Permissions: Must have the ability to add markups to Document Management workflows to utilize grouping features for more organized and efficient reviews.
Workflow Independence: Pins created via the Connected Items tab are independent and do not interact with pins or issues created within the Comment Register workflow.
Functional Limits: While you can link existing or create new items, certain tools (like Observations) do not currently support a details panel within the viewer.
Item Creation Limits: While you can create brand-new Coordination Issues and Observations directly from the Connected Items panel, the ability to 'Create New' is not supported for RFIs, Inspections, Inspection Items, or Punch/Snag items. These four item types must already exist in their respective tools to be pinned and linked.

Steps

To pin an existing or new item to a document, perform the following steps:

Open the Connected Items Tab
Link an Existing Item
Create a New Pinned Item (Coordination Issues & Observations only)
Pinning Capability Table

To pin an item to a document, perform the following steps:

Open the Connected Items Tab:

Navigate to the project’s Document Management tool.
Make sure you are in the Documents tab and open your 2D document.
Click the Connected Items icon on the viewer's navigation bar.

Link an Existing Item:

Navigate to the project’s Document Management tool.
Make sure you are in the Documents tab.
Click the Connected Items icon on the viewer's navigation bar.
Select a tool from the list, such as, Coordination Issues, Observations, RFIs, Inspections, Inspection Items, or Punch/Snag items to see items correlated to the document.
On the desired item card, click + Pin.
Click the location on the document to drop the pin.
(Optional) Use the markup tools to add a drawing. This markup is now attributed specifically to this pin and is only visible when the pin is selected.

Create a New Pinned Item:

Note

Creating a brand-new item directly from the document viewer is only supported for Coordination Issues and Observations. For RFIs, Inspections, Inspection Items, and Punch/Snag items, you must link an existing item using the steps above.

Within the Connected Items tab, click the plus (+) icon.
Click the document to drop the pin.
Fill out the required fields in the creation form and click Create.

Pinning Capability Table:

Feature/Tool	Link Existing	Create New	View All Items	Details Panel (in viewer)
Coordination Issues	Yes	Yes	Yes	Yes
Observations	Yes	Yes	Yes	No
RFIs	Yes	No	Yes	No
Inspections	Yes	No	Yes	No
Inspection Items	No	No	Yes	No
Punch List	Yes	Yes	Yes	No