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Create or Link Coordination Issues on a Drawing

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Objective

To link or create coordination issues on a drawing.

Things to Consider

  • Required User Permissions:
    • To add markups to the Personal layer:
      • 'Read Only' or higher permissions on the project's Drawings tool.
    • To publish markups to the Published layer:
    • To create new coordination issues on a drawing:
      • 'Standard' or 'Admin' permissions on the project's Coordination Issues AND Drawings tools.
  • Additional Information:
    • In order to link a coordination issue to a drawing, the Coordination Issues tool must be enabled for the company's account and active on the project. See Add and Remove Project Tools. 
      Note: The Coordination Issues tool is part of Procore's Design Coordination product. Please reach out to your Procore point of contact for additional information.
    • After publishing a new coordination issue markup on a drawing, a snapshot of the area of the drawing is added to the coordination issue, and the drawing is added to the 'Links' section of the coordination issue. This allows users to easily reference the original drawing when viewing the coordination issue from the Coordination Issues tool.

Steps

  1. Navigate to the project's Drawings tool.
  2. Click Open next to the drawing you want to mark up.
    ​Note: You can also click Info next to the drawing, then click Open in Viewer / Markup.
  3. Click the Markup tab if it is not already selected.

    markup in the toolbar
  4. You can create or link coordination issues from multiple markup types. See the steps below:

To create or link coordination issues on pin markups:

  1. Click the Pins icon on the markup toolbar. 

    drawings-toolbar-pin.png

    Note: If you do not see 'Pins', another pin markup option (such as Photos, Punch, or Observations) may already be selected. Clicking any one of the pin options will expand the options to show the Coordination Issues pin.
  2. Click the Issue icon on the Markup toolbar. See Mark Up a Drawing.

    drawings-toolbar-coordination-issues.png
     
  3. Click on an area of the drawing where you want to pin the coordination issue.
  4. Choose to create a new coordination issue or link to an existing one.
    • To create a new coordination issue:
      1. Click Create New Coordination Issue.
      2. Fill out the fields as necessary. See Create Coordination Issues on a Drawing.
      3. Click Create.
      4. The coordination issue is created in the Coordination Issues tool and is added to the drawing.
        Note: A snapshot is not generated for the coordination issue until the markup is published.
      5. If you want others to be able to view the coordination issue on the drawing, select the pinned issue and click Publish.
    • To link an existing coordination issue:
      1. Click Link to Existing Coordination Issue.
      2. In the 'Select a Coordination Issue' box, search for the coordination issue you want to add.
        Tip! Double-click in this field to bring up a list of all coordination issues in the project that you have access to.
      3. Click the coordination issue to place the pin on the drawing.
        Note: The color of the pin depends on the status of the coordination issue selected. 
        • Blue: Open or Released.
        • Yellow: Ready for Review.
        • Red: Elevated to an RFI.
        • Gray: Closed.
      4. If you want others to be able to view the coordination issue on the drawing, select the pinned issue and click Publish. See Publish Personal Drawing Markups.

To create or link coordination issues on other markups:

  1. Click the markup tool that you want to use (such as Cloud, Arrow, or Text). See Mark Up a Drawing.
  2. Add a markup to the relevant area of the drawing.
  3. Click the paperclip icon-link-item.png icon and select Coordination Issue.
    link-coordination-issue.png
  4. Choose whether you want to create a new coordination issue, or link to an existing one:
    • To create a new coordination issue:
      1. Click Create New Coordination Issue.
      2. Fill out the fields as necessary. See Create Coordination Issues on a Drawing.
      3. Click Create.
      4. The coordination issue is created in the Coordination Issues tool and is added to the drawing.
        Note: A snapshot is not generated for the coordination issue until the markup is published.
      5. If you want others to be able to view the coordination issue markup, select the markup and click Publish.
    • To link an existing coordination issue:
      1. Click Link to Existing Coordination Issue.
      2. In the 'Select a Coordination Issue' box, search for the coordination issue you want to add to the markup.
        Tip! Double-click in this field to bring up a list of all coordination issues in the project that you have access to.
      3. Click the coordination issue to link it to the drawing markup.
      4. If you want others to be able to view the linked coordination issue on the drawing, select the markup and click Publish. See Publish Personal Drawing Markups.
        Note: The color of the coordination issue pin depends on the status of the issue. 
        • Blue: Open or Released.
        • Yellow: Ready for Review.
        • Red: Elevated to an RFI.
        • Gray: Closed.