Create a Coordination Issue

The Coordination Issues tool centralizes issue tracking and helps to automate data entry so your team can stay focused on problem-solving. Identifying and recording model issues early is critical for saving time and budget. By resolving these conflicts upfront, you significantly reduce the volume of RFIs and Change Events required later in the project.

• Required User Permissions

• Additional Information:

  • Clicking 'New Issue' saves your current 3D view and markups as a snapshot.

  • Your New Issue panel may contain custom fields or fieldsets not documented in this tutorial. See What are configurable fieldsets and which Procore tools support them?

1. Navigate to the Coordination Issues tool.

2. Click the +Create button at top of the page to open the New Issue panel.
   

3. Complete the required fields in the New Issue panel.
   

   Show/Hide Fields

   This table summarizes all of the data entry fields for a coordination issue.

   Field Name	Description	Required?	Notes
   Snapshot
   Title	Enter a concise, descriptive name for the issue to help collaborators identify it.	Yes
   Description	Provide a detailed summary of the issue. This text is also saved as a viewpoint comment in the final NWD file.	No	When creating an issue from Clash Manager, you can also select Append Clash Comments or Append Redline Text.
   Location	Select the primary project location where the issue occurs.	No
   Due Date	Set the target deadline for issue resolution.	No
   Priority	Select the level of urgency: Low, Medium, High, or Critical.	No
   Assignee	Select the person responsible for resolving the issue.	No	This list only includes users with 'Standard' or 'Admin' level permissions for the Coordination Issues tool.
   Watchers	Select team members to receive email updates.	No	Watchers must have at least 'Read Only' permissions for the Coordination Issues tool.
   Trade	Identify the discipline involved (e.g., Mechanical, Electrical).	No
   Type	Categorize the issue for reporting and tracking.	No	Options include: Building Code, Clash, Client Feedback, Constructability, Coordination, Design Review, Existing Condition, Requirement Change or Other.
   Source File	Displays the name of the source file.	No	Automatically generated if the source file name exists.
   Created From	Displays the name of the originating source tool.	No	Automatically generated.
   Date Created	Displays the creation date and the creator's name.	No	Automatically generated.
   Attachments	Upload up to 20 relevant images, PDFs, or documents to provide additional context.	No	Maximum of 20 files.
   Custom Fields	Displays any company-specific fields configured for the Coordination Issues tool	Varies

4. Click Create to create a new issue.

Procore adds a new issue in the Open status to the table on the Coordination Issues dashboard.