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Procore

Create a Coordination Issue

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Objective

To create a coordination issue.

Background

Identifying and recording issues that appear on your model helps save time and money as the project progresses. Resolving these issues reduces the number of RFIs and change events that your team has to create as the project progresses. 

Things to Consider

  • Required User Permissions:
    • ‘Standard’ or 'Admin' level permissions on the project's Co-ordination Issues tool.
  • Additional Information:
    • The Navisworks® cloud markup is not supported in the Procore plugin. See Why can’t I use the cloud redline tool in Navisworks?
    • Your current view and any markups will be captured when you click 'New Issue'. If you make changes to the view or markups, the snapshot will be updated.

Video

Steps

From the Procore Plugin

  1. Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
  2. Navigate to the view in the model you want to capture and add markups in Navisworks® Manage as needed.
  3. With the Procore tab selected, click Issues List.
  4. Click New Issue.
    Note: Your current view and any markups will be captured when you click New Issue. If you make changes to the view or markups, the snapshot will be updated.
  5. Fill in the following fields:
    Note: Fields with an asterisk (*) are required. Available fields can vary depending on how fieldsets have been configured for the project. See What are configurable fieldsets and which Procore tools support them?
    • Title*: Enter a title for the coordination issue. This will be the first reference that collaborators will see when reviewing this issue.
    • Description: Enter a description that describes the issue.
      Note: The description entered here will also be saved as comments on the viewpoint in the archived NWD file.
    • Location: Click the drop-down menu to select the location of the issue.
      Note: The locations listed here match the locations that exist in the project's Admin tool in Procore. To add or manage locations for the project, see Add Tiered Locations to a Project or Import Locations Using the Procore Plugin for Revit® and Edit Tiered Locations.
    • 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 Co-ordination Issues tool to be selected as an assignee.  
    • Due Date: Click to select a date on the calendar that the the coordination issue will be due.
    • Priority: Click the drop-down menu to select a priority level for the issue.
    • Trade: Click the drop-down menu to select the relevant trade for the issue.
      Note: Trades are managed in the Company level Admin tool. See Add a Custom Trade.
    • Type: Click the drop-down menu to select a type for the issue. 
  6. Click Create.

From the Co-Ordination Issues Tool

  1. Navigate to the project's Co-ordination Issues tool on app.procore.com.
  2. Click Create Issue.
  3. Fill in the following fields:
    Note: Fields with an asterisk (*) are required. Available fields can vary depending on how fieldsets have been configured for the project. See What are configurable fieldsets and which Procore tools support them?
    • Title*: Enter a title for the coordination issue. This will be the first reference that collaborators will see when reviewing this issue.
    • Description: Enter a description that describes the issue.
    • Attachments: If you want to include visual references for the co-ordination issue, you can attach image or PDF files that can be viewed with the issue. Click Attach File(s) or drag and drop one or more files to the Attachments section.
      Note: You can attach up to 20 files to a co-ordination issue. 
    • Location: Click the drop-down menu to select the location of the issue.
    • Note: New locations can be added to the project through the Admin tool. See Add Tiered Locations to a Project.
    • 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 Co-ordination Issues tool to be selected as an assignee.
    • Due Date: Click to select a due date for the issue on the calendar.
    • Priority: Click the drop-down menu to select a priority level for the issue.
    • Trade: Click the drop-down menu to select the relevant trade for the issue.
      Note: Trades are managed in the Company level Admin tool. See Add a Custom Trade.
    • Type: Click the drop-down menu to select a type for the issue. 
  4. Click Create.