Create or Link Coordination Issues on a Drawing (Tucker HiRise)

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.
   
4. Click the Coordination Issue (CI) icon on the Markup toolbar. See Mark Up a Drawing.
   
5. Click on an area of the drawing where you want to link the coordination issue.
6. Choose to create a new coordination issue or link an existing one.
   • To create a new coordination issue:
     1. Click Create New Issue.
     2. Fill out the fields as necessary. See Create Coordination Issues on a Drawing.
     3. Click Create & Publish.
        Note: The markup will automatically be published to the drawing.
   • To link an existing coordination issue:
     1. Click Link to Existing 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. Optional: Click Publish on the coordination issue pin if you want to publish the markup to the Published layer. See Publish Personal Drawing Markups.

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:
    •  'Standard' or 'Admin' permissions on the project's Drawings tool. See What is the difference between personal and published markups?
  • To create new coordination issues on a drawing:
    • 'Standard' or 'Admin' permissions on the project's Coordination Issues tool.
      AND
    • 'Standard' or 'Admin' permissions on the project's Drawings tool.
• 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.
  • When you create a new coordination issue on a drawing, the markup will automatically be published to the drawing and will be viewable to users with access to the Drawings tool. 
  • After creating a new coordination issue 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.