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Procore

Auto-Publish Model Revisions from the Documents Tool

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Objective

To auto-publish a model revision from Procore's Documents tool to the Models tool. 

Background

When you publish your models from the Documents tool, you can elect to automatically publish new revisions. Auto-publishing models to Procore helps ensure that everyone has access to the latest model information, can collaborate more effectively, and reduce errors that could lead to rework. 

Things to Consider

  • Required User Permissions:
    • You must have all of the following permissions:
      • 'Admin' level permissions to the project's Models tool.
      • 'Standard' or 'Admin' level permissions to the project's Documents tool. 
      • 'Read Only' or higher level permissions to the Drawings tool (if you want to add and map 2D drawings to the model).
  • Additional Information:
    • This feature is not available in the Company level Documents tool.

Prerequisites

  • The original 3D model file must be uploaded to the Documents tool and have the 'Automatic Revisions' checkbox marked. See Publish a Model from the Documents Tool.
  • The Models tool must be enabled for the project.
  • The 3D model file must have been uploaded after August 1, 2023.

Steps

Auto-Publish New Version from the Existing Version

  1. Navigate to the project's Documents tool.
  2. Locate the file you want to upload a new version of.
  3. Hover over or right-click on the file.
    document-action-buttons.png
  4. Click New Version  icon-new-version.png . 
  5. Drag and drop the file to the box under New Version.
    OR
    1. Click the box under New Version to browse for the file.
    2. Select the file and click Open. 
  6. Optional: Add comments about the new version of the file. 
  7. Click Upload. 
    Note: The files automatically begin uploading as new versions and will automatically publish to the Models tool.

Auto Publish By Adding a New Version to the Documents Tool

If the revised model has the same filename as the original, you can indicate that the new model file is a revision.

  1. Navigate to the Documents tool.
  2. Open the folder you want to upload files to.
  3. After selecting files on your computer, drag and drop them to the center panel of the Documents tool.
    A window opens with a message that files with the same name already exists in the folder.upload-files-as-new-versions-or-rename.png
  4. Select Upload as New Version for each file.
  5. Click Continue Upload. 
    Note: The files automatically begin uploading as new versions and will automatically publish to the Models tool.