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Procore

Getting Started Guide: 2D Views in the Models Tool

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Objective

To set up the Procore plugin and Models tool in order to use the 2D Views feature in the model viewer on the Procore app for iOS.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Models tool.
  • Additional Information:
    • The 2D Views feature is only available on the Procore app for iOS devices.

Prerequisites

  • The Models tool must be active on the project.
  • You must have access to the following Autodesk® programmes: Navisworks® (Manage or Simulate) and Revit®. 

Video

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

 

  

Steps

Follow the steps below to use the 2D Views feature for the first time:

  1. Download or Update the Procore App on an iOS Device
  2. Download the Procore Plugin on a Computer
  3. Publish a Model to Procore
  4. Export Grids from Revit

Step 1: Download or Update the Procore App on an iOS Device

  1. If the Procore app is not already on your iOS device, you will need to download it from the App Store. See How do I download Procore's iOS mobile application?
  2. Open the Procore app. 
  3. Confirm that your app version is 2021.0412 or later.
    • To see what version you are currently using, tap Settings and scroll to the bottom. The version number is shown under your Procore email address, next to 'Procore for iOS'.
    • If you need to update the app, go to the App Store on your device to initiate the update. See Update the Procore iOS App.

Step 2: Download the Procore Plugin on a Computer

See the full Download the Procore Plugin for the Models Tool tutorial or click below to view the steps. 

Show/Hide Steps  

  1. Click the Download Now link below to download the plugin application to your Windows computer.



    Note: You can also download the plugin directly from the Models tool in Procore by clicking Download Plugin. 
  2. Click the downloaded .exe application file to begin setting up the plugin.
  3. Allow Procore to make changes to your device.
    Note: You will need Administrator rights to your computer.
  4. Log into Procore with your Procore credentials.
  5. Click Install next to the version you want to download.
    Note: The year of your Navisworks® application and the Procore plugin should be the same.
  6. Open the Navisworks® application on your computer.
    A Procore tab will be viewable in Navisworks®.

 

Step 3: Publish a Model to Procore

See the full Publish a Model to Procore tutorial or click below to view the video and steps:

Show/Hide Video and Steps  

 

Video content may not accurately reflect the current state of the system and/or it may be out of date.

Follow the steps below to publish a model to Procore.
Note: Click to skip to a section of the tutorial.

  1. Launch Navisworks® and Procore Plugin
  2. Select and Enter Model Information
  3. Add a 2D Sheet
  4. Map the 2D Sheet to the Model
  5. Publish the Model

Step 1: Launch Navisworks® and the Procore Plugin

  1. Open the Navisworks® application on your computer.
  2. Click the Procore tab to open the Procore plugin.
  3. Click Publish to open the Models window. 
  4. Open the model you want to publish.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.

Step 2: Select and Enter Model Information

  1. New or Existing Model: In the Models window, choose whether you want to upload a new model or publish a new version of a model that has already been published:
    • To publish a new model: Click New Model.
    • To publish a new version of a model: Hover over the model in the list and click Publish Version.
      Note: The name of the model file must be the same as the original version.
  2. Model Name: If publishing a new model, enter a name for the model in the field. 
    Note: This will be the display name for viewing the model in Procore.
  3. Model Status: Select one of the following statuses from the drop-down menu under Status:
    • Coordination: The model is still being coordinated and may be referenced for general purposes, but is not meant to be used for installation.
    • Construction: The model has been fully coordinated and ready to be used for installation or verification of installation.
    • As-Built: The model has been updated to reflect work in place.
  4. Home: The viewpoint you select as the 'Home Viewpoint' will be the thumbnail for the model, as well as the area the model opens to in the viewer. This viewpoint should provide a general overview of the model and be easy to navigate from.
    1. To add a home viewpoint, click Add.
      Note: The viewpoint is automatically added.
    2. Click Save.
      Note: If you want to edit the viewpoint, click Edit and adjust the view of your model in Navisworks®.
  5. Views (optional): If you have created specific viewpoints for the model in Navisworks®, you can add these viewpoints here to upload them into the Models tool on the Procore iOS application. Users can then view individual viewpoints on their iOS mobile devices. See View Models (iOS).
    1. To add a viewpoint, click Add.
    2. Mark the checkbox next to the views you wish to add.
      Notes: 
      • You can add multiple viewpoints at one time.
      • Imported viewpoints will respect section planes created in Navisworks®.
    3. Click Add to confirm your selection(s).
      Note: To remove a viewpoint, click on the delete (x) icon.
  6. To add 2D drawing sheets associated with the model, see Add a 2D Sheet section below.

Step 3: Add a 2D Sheet

  1. In the 2D Sheets section, click Add.
  2. Select a drawing from the Drawing drop-down menu.
    Note: If your project uses drawing areas, you must select an area from the Drawing Area drop-down menu first.
  3. Select one of the following options to enter the elevation of the sheet:
    • Choose an existing level.
      1. Select a level from the drop-down menu.
    • Create a new level.
      1. Select a location from the drop-down menu.
      2. Click an element in the model to automatically calculate the elevation.
        Note: An elevation will automatically be calculated in the default units of your Navisworks® model.
  4. Click Next.
    Note: You can add another 2D sheet before publishing your model. However, you will first need to map this sheet to the model. See Map the 2D Sheet to the Model below.

Step 4: Map the 2D Sheet to the Model

  1. Click Start to select two opposite points on the drawing.
    Tip!  We recommend selecting a grid line intersection within the project footprint.
    Note: The first point you select is labelled 'A' and the second is 'B'. If you want to clear the points and select them again, click Clear.
  2. Click Done.
    Note: If you need to readjust the points, you can hover over the drawing thumbnail and click Edit.
  3. Click Start to select the same two points on the model.
    Tip!  We recommend turning on grid lines in Navisworks® for more precision. This setting is located under View > Show Grid. 
    Note: The grid line intersection must have an object on the Z axis.
  4. Click Save to confirm the points.
    Note: If you want to readjust the points, hover over the thumbnail and click Edit.
  5. Confirm that the points on the drawing and model match, then click Done.
  6. Optional: If you want to add additional 2D sheets, click Add next to Associated 2D Sheets and repeat the steps in Add a 2D Sheet. 
 Important

Make sure that you have a section box in place and visible on screen before publishing the model. A section box isolates irrelevant content and ensures only the model itself is being published. See Add a Section Box to a Model.

Step 5: Publish the Model

  1. Optional: If you want to publish the model locally on your computer instead of through Procore's cloud services, mark the tickbox next to Publish Locally. 
    Publishing locally generally takes much longer than through the cloud, but it's the best option if you need to publish a locked model file or you've experienced issues related to the Appearance Profiler in Navisworks®.
  2. When you're ready to publish the model, click Publish. 
    Note: As long as you are using the Procore plugin version 7.10.0 or higher, the model files will be processed on Procore's servers. You can check the status of the file processing on the Uploads tab of the plugin. 
  3. After the model has successfully published, click Done on the message that shows.
  4. To view the published model in Procore, navigate to the Models tool on Procore's web or mobile applications. See View a Model (Web), (iOS), or (Android).

 

Step 4: Export Grids from Revit

The Navisworks API does not support the ability to publish grid lines, so you must use Revit to export the project grid lines. This is a VERY important step and should be done by a team member that can QA/QC the origin and validate that the grids are in the right location prior to the field referencing them for installation.

  1. Open a master coordinate file or any project file with the construction levels and grids for your project.
  2. Navigate to the Procore tab in Revit and select the export grids button from the ribbon.
    revit-export-grids.png
  3. Use the drop-down menu to select the company and project to export grids.
  4. For the Coordinate System, select Internal or Shared coordinates.

    coordinate-system.png

    Important! This should match your federated model coordinates published from Navisworks.
  5. Click Add Grids for all models that share the same grid system. 
    Note:
    • Only one set of grids can be exported per published model. 
    • The 2D View icon-models-2d-view.png icon in the mobile viewer will NOT show if no grids are associated with the model. If there are grids, the 2D view option will show when the wall object is selected in the Models tool. 
    • Gridlines can be turned on or off by 'Admin' level users in the Settings area of the mobile viewer. See Settings: Models (iOS).