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Create Coordination Issues in the Model Viewer

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Background

When reviewing 3D models, project team members often discover clashes, design conflicts, or other items that need to be addressed. The Procore Models tool allows users to document these items immediately as they are found. You can create a new coordination issue directly from the model viewer, which automatically captures a snapshot of the conflict area to provide clear context for the assignee.

Things to Consider

Steps

  1. Navigate to the project's Models tool.
  2. Click a model's tile to open it in the Model Viewer.
  3. Navigate to the area on the model where you want to create a coordination issue. For navigation tips, see View a Model.
  4. Click the Issues icon-issues.png icon to open the Coordination Issues side panel.
  5. Click the Plus icon at the top of the panel to create a new issue.
  6. Optional: To update the issue's snapshot, modify the model's field of view. Then, hover over the image in the side panel and click Update Snapshot.
    models-new-issue-update-snapshot.png

  7. Complete these fields:

    • Title: Type a title for the issue. This is the first reference that collaborators see when reviewing an issue.

    • Description: Enter a description of the issue.

    • Location: Select the issue location.

    • Due Date: Set a due date on the calendar.

    • Priority: Select the issue priority. Options are: Low, Medium, High, Critical.

    • Assignee: Click the drop-down menu to select the person who is responsible for resolving the issue.

    • Note: This person will need 'Standard' or 'Admin' permissions on the Coordination Issues tool to be selected as an assignee.

    • Trade: Select the relevant trade associated with the issue.

    • Type: Select the issue type. Options are: Building Code, Clash, Client Feedback, Constructability, Coordination, Design Review, Existing Condition, and Other.

    • Attachments: Click Attach Files or drag and drop a file to add an attachment.

  8. Click Create to add the new issue to the Coordination Issues tool. Once created, click icon-open-in-new-tab.png in the side panel to view it in the Coordination Issues tool.