Create Coordination Issues on a Drawing

Creating coordination issues directly on a 2D drawing allows you to link specific locations or markups to an issue. This provides your team with immediate visual context, making it an efficient way to communicate and resolve conflicts during the coordination process.

• Required User Permissions

• Additional Information:

  • Creating a new coordination issue automatically links it to the drawing markup. You can also manually link existing issues to pins, clouds, arrows, or text.

  • Once published, any user with Drawings tool permissions can see the markup. Procore also attaches a drawing snapshot to the coordination issue to show its exact location.

  • When linked to a coordination issue, the markup's color corresponds to the issue's current status:

    • Blue: Open or Released

    • Yellow: Ready for Review

    • Red: Elevated to an RFI

    • Gray: Closed

1. Navigate to the project's Drawings tool.

2. Find your drawing using one of these options:

   • From the Current Drawings tab, click the Drawing No. link to open it.

   • From the Drawing Sets tab, find the set, and click View. Then click Drawing No. to open it.

3. Click Markup at the top of the viewer.
   

   

4. In the markup toolbar, do one of the following:
   

   Tip

   Don't see the Pins icon? If Pins isn't visible, another pin type (like Photos or Punch) might be active. Click that icon to expand the menu and then click Issues. See Mark Up a Drawing.

   • Drop a Pin for the Issue: Click the Pins icon in the toolbar. Click a location on the drawing to open a shortcut menu.

   • Link a Shape to the Issue: Select a standard toolbar option (for example, Cloud, Arrow, Text). Draw the shape in the desired location on the drawing. Then click the Paperclip icon in the popup toolbar and choose Coordination Issue. This opens a shortcut menu.

5. In the shortcut menu, choose Create New Coordination Issue to open a new issue in the side panel. You also have the option to choose Link to Existing Coordination Issue.

6. Complete the required form 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

7. When finished, click Create.
   Procore adds your new markup to the drawing. Unless published, markups are only visible to you.