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Procore

Search for and Filter Coordination Issues from the Procore BIM Plugin

Managing a high volume of coordination issues on a construction project requires a fast, flexible way to locate critical data. By customizing your table view, filtering out noise, and isolating specific parameters, you can quickly surface the exact issues that require your immediate action. This helps to streamline your coordination workflow and ensure that critical project blockers are resolved on schedule.

Things to Consider

  • Required User Permissions
  • Additional Information:
    • You can combine search and filter parameters to narrow down results further (e.g. enter a term in the Search bar, and then add a filter in addition to the search).

Steps

  1. Open the Navisworks® application on your Windows® computer.
  2. Click the Procore tab to start the Procore BIM Plugin.
  3. Open the model associated with your Procore project.
  4. Choose one option:
    • Click the All Issues tab to view all issues in the project that you have access to.
    • Click the Assigned to Me tab to view all issues in the project that are assigned to you.

Search for Issues

  1. Enter a keyword or phrase the Search box.
  2. Press ENTER or click . Procore searches the Title and Number fields for matches.

Filter Issues

  1. Open the Navisworks® application on your Windows® computer.
  2. Click the Procore tab to open up the Procore BIM Plugin.
  3. Open the model associated with your Procore project.
  4. Choose one option:
    • Click the All Issues tab to view all issues in the project that you have access to.
    • Click the Assigned to Me tab to view all issues in the project that are assigned to you.
  5. Click the Filter icon.
  6. Enable the desired filtersShow/Hide      
    • Field Label

      Description

      Field Type

      Assigned to Me

      Filters tasks or items specifically to the assigned users.

      Checkbox

      Overdue

      Filters issues where the due date has passed and the status is not completed.

      Checkbox

      Assignee

      Filters by the specific user or user(s) responsible for resolving the issue.

      Dropdown

      Watchers

      Filters by the specific user or user(s) watching the issue.

      Dropdown

      Assignee Company

      Filters by the organization or company associated with the Assignee.

      Dropdown

      Created By

      Filters by the issue creator.

      Dropdown

      Created From

      Filters by the origin of the item.

      Dropdown

      Location

      Filters by the issue location.

      Dropdown

      Created By Company

      Filters by the issue creators organization or company.

      Dropdown

      Priority

      Filters by urgency level.

      Dropdown

      Source File

      Filters items based on an attached reference document.

      Dropdown

      Status

      Filters by the issue's current stage in the workflow.

      Dropdown

      Trade

      Filters by the specific industry specialty or contractor type.

      Dropdown

      Type

      Filters by the issue category or classification.

      Dropdown

      Private

      Filters item based on visibility status.

      Dropdown