View 3D Models in the Document Management Tool

 

regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To process, view, and download 3D model files within the project's Document Management tool.

Background

Contractors without access to 3D model applications, such as Autodesk® Revit® files, can now view 3D models directly in Procore's Document Management tool.  All project users can quickly access and view 3D models without switching between applications or Procore tools.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Document Management tool.
  2. Click on the Documents tab.
    Note: You can also access 3D models from the Uploads tab. A green checkmark in the 'File' column of the 'Uploads' tab means that the file is already processed and ready for viewing. 
    Uploads tab of 3D Models already processed_2024-11-21.png
  3. Click the file name of the 3D model you want to view.  If needed, learn how to search for files in the Document Management tool. 
  4. Click Process File if prompted. Since Procore accounts with Procore BIM (Models tool) automatically process 3D model files upon upload, they do not have this step. 
    Note: While a file is processing, a "Loading Model" window appears with a progress bar. The processing time depends on the size of the model.  
  5. With the model open, use the following tools to navigate and examine the model. Or view Keyboard Interactions to learn keyboard shortcuts for all the same actions.
    docs-viewer-toolbar.png
    Click or scroll to view details on each feature. 

Home

Click Home to quickly return to the Home viewpoint for the model. You can also use a keyboard shortcut: CTRL+0 (Windows) or CMD+0 (Mac).

Default

Click Default (or press V on your keyboard) to navigate the model using the default camera view.

  • Left-click + drag: Click the left mouse button and drag the cursor up or down across the screen to rotate the camera.
  • Scroll: Press the scroll button on your mouse and scroll up or down to move the camera forward or backward.
  • Middle-click + drag: Press the middle click button on your mouse to move the camera perpendicularly.
    Tip! You can perform a similar action by pressing and holding the space bar on your keyboard and clicking the left mouse button at the same time.
  • Right-click: Click the right mouse button to select an object and access the following options from the drop-down menu:
    • Click Hide Object to hide the selected object from the view.
    • Click Hide Similar to hide all objects with the same name as the selected object. 
    • Click Select Similar to highlight all objects with the same name as the selected object.
    • Click Isolate to isolate the selected object and hide all other objects. 
    • Click Isolate in X-Ray Mode to show the selected object while simplifying the rest of the model.
    • Click Isolate in Section Box to isolate the selected object in a 'section box' and hide all other objects. 
    • Click View Properties to view properties for the selected object.
    • Click Zoom to Selection to zoom to the bounding box of the selected object.

Fly

Click Fly (or press F on your keyboard) to navigate the model from the camera view at varying velocities.
Note: The velocity of the camera movement will increase or decrease depending on how far you move the cursor on your mouse.

  • Left-click + drag up or down: Click the left mouse button and drag the cursor up or down to move the camera into or away from the model.
  • Left-click + drag left or right: Click the left mouse button and drag the cursor left or right to rotate the camera clockwise or counterclockwise.
  • Scroll: Press the scroll button on your mouse and scroll to rotate the camera up or down.
  • Middle-click + drag: Press the middle click button on your mouse to move the camera perpendicularly.
    Tip! You can perform a similar action by pressing and holding the space bar on your keyboard and clicking the left mouse button at the same time.
  • Right-click: Click the right mouse button to select an object and access the following options from the drop-down menu:
    Note: To exit 
    • Click Hide Object to hide the selected object from the view.
    • Click Hide Similar to hide objects with the same name.
    • Click Select Similar to highlight all objects with the same name as the selected object.
    • Click Isolate to isolate the selected object and hide all other objects. 
    • Click Isolate in X-Ray Mode to show the selected object while simplifying the rest of the model.
    • Click Isolate in Section Box to isolate the selected object in a 'section box' and hide all other objects. 
    • Click View Properties to view properties for the selected object.
    • Click Zoom to Selection to zoom to the bounding box of the selected object.

Orbit

Click Orbit (or press O on your keyboard) to rotate the camera from a fixed point.

  • Left-click on an object: Click on an object with the left mouse button and drag the cursor left or right to rotate the camera around the click point.
  • Left-click on an empty space: Click the left mouse button on an empty space to rotate the camera around the center of the model.
  • Middle-click + drag: Press the middle click button on your mouse to move the camera perpendicularly around an object.
    Tip! You can perform a similar action by pressing and holding the space bar on your keyboard and clicking the left mouse button at the same time.
  • Right-click: Click the right mouse button to select an object and access the following options from the drop-down menu:
    • Click Hide Object to hide the selected object from the view.
    • Click Hide Similar to hide objects with the same name.
    • Click Select Similar to highlight all objects with the same name as the selected object.
    • Click Isolate to isolate the selected object in the view.
    • Click Isolate in X-Ray Mode to show the selected object while simplifying the rest of the model.
    • Click Isolate in Section Box to isolate the selected object in a 'section box' and hide all other objects. 
    • Click View Properties to view properties for the selected object.
    • Click Zoom to Selection to zoom to the bounding box of the selected object.

Objects: search object names

You can search for a specific object name to automatically apply it as a filter to see all results for the object in the model. All objects beneath the filtered object are automatically included, but you can choose to hide or show objects as necessary.

  1. Click Objects to open the Model Objects window. You can also use a keyboard shortcut: ALT+O (Windows) or OPTION+O (Mac).
  2. Enter an object name in the search bar and submit your search by pressing ENTER or RETURN on your keyboard or clicking the magnifying glass icon-search.png icon. The number of results is shown in the search bar, with the object names highlighted in the object tree.
    Note: Results are only shown after you submit the search. 
  3. Click the expand /collapse arrow icon-arrow-expand.png to view or hide objects underneath a level, and click the show icon-eye-show.png or hide icon-eye-hide.png icons as necessary to change what shows in the model. See the Objects: Show or Hide Objects section below for more information.  

Objects: show or hide objects

  1. Click Objects to open the Model Objects window. You can also use a keyboard shortcut: ALT+O (Windows) or OPTION+O (Mac).
  2. The following options are available:
    Note:  icon-eye-show.png indicates an object is shown and icon-eye-hide.png indicates an object is hidden.
    • Click the arrows to expand or collapse levels of the object tree. 
    • Mark the checkboxes for objects that you want to perform actions on. Click the Object Actions menu to access the following options:
      • Hide Object: Hide any selected objects from the view.
      • Isolate: Isolate any selected objects from the view.
      • Isolate in X-Ray Mode: Show the selected object while simplifying the rest of the model.
      • Isolate in Section Box : Isolate the selected object in a 'section box' and hide all other objects. 
      • Zoom to Selection: Zoom to the bounding box of any selected objects in the view.
    • If you want to show all objects on the model again, click Unhide in the bottom menu. 

Properties: View Object Properties

  1. Click Properties to view the object's properties. You can also right-click on the model and select Properties, or use a keyboard shortcut: ALT+P (Windows) or OPTION+P (Mac).
    This will open a separate Properties window that can be resized and moved as needed.
  2. The Properties window has two tabs you can choose to view properties in:
    • Default: While this tab is selected, only Procore's default list of properties are shown.
    • All Properties: While this tab is selected, all of the properties are shown.
  3. If you want to locate specific properties, enter a search term into the search bar. A list of matching results will automatically appear after you begin typing.
    Note:
    • Partial searches are supported, and searches are not case-sensitive.
    • After your search is complete, clear the search to view all properties again.

Measure: Measure Distances Between Objects

  1. Click Measure (or press M on your keyboard) to launch the Measurement tool.
  2. Click on two objects to automatically calculate the shortest distance between them.
    Note: Measurement units default to feet and inches. Click Settings if you want to change measurement units.

section box

  1. Click Section Box to open the sectioning tool.
  2. Click and drag (up and down or left and right) to adjust the section box and slice through the model. 
  3. Click the Section Box drop-down menu to access the following actions:
    • Display Planes: Shows or hides the section planes. 
    • Reset Planes: Resets the section planes. 
    • Zoom to Box Extents: Zooms to show the extents of the section box. 

x-ray mode

You can view the model in normal and X-Ray modes. X-Ray mode is helpful when you need to focus on certain objects without other objects blocking your view.

  1. Select the objects that you want to view in the Objects window.
  2. Click X-Ray in the toolbar.
    OR
    Right-click on the objects and select Isolate in X-Ray Mode.

Settings: Change Measurement Units

  • Click Settings to open the Settings window.
    • Select the measurement unit that you want to use from the drop-down menu. The following options are currently available:
      • Ft' In"
      • Meters
      • Millimeters

Keyboard Interactions

To select the following actions from the navigation toolbar on a model, press the corresponding key(s) on your keyboard.

Tool or Action Keyboard Key or Command
Return to Home Viewpoint CTRL+0 (Windows)
CMD+0 (Mac)
Select Default tool V
Select Fly tool F
Select Orbit tool O
Open Views window ALT+V (Windows)
OPTION+V (Mac)
Open Objects window ALT+O (Windows)
OPTION+O (Mac)

Open Properties window

ALT+P (Windows)
OPTION+P (Mac)
Select Measure tool M
Look left Left arrow 
Look right Right arrow
Look up Up arrow
Look down Down arrow
Move forward W
Move left A
Move backward S
Move right D
Move up vertically E
Move down vertically Q
Hide selected object H
Return to last selected navigation tool

Close any open windows

Hide measurement info

 

Esc

See Also