Edit a Coordination Issue

The Coordination Issues tool helps you manage and resolve conflicts within your BIM models. Keeping coordination issues up to date ensures that your team has the most accurate information to resolve model conflicts quickly.

• Required User Permissions

• Additional Information:

  • You cannot edit the 'Source File', 'Created From', 'Date Created', or 'Attachments' fields.

  • Edits made in the Procore web application automatically sync with the Procore BIM Plugin.

  • If you edit an issue with the Procore BIM Plugin while the Procore web application is open, you must refresh your browser to see the updates.

  • For status information see What statuses are available in the Coordination Issues tool?

1. Navigate to the project's Coordination Issues tool.

2. Go to the All Issues tab.

3. Find the issue to edit.

4. Click its Issue link to open the Issue in the side panel.

5. Go to the General tab.

6. Edit the fields in the coordination issue as needed.

   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. Click to close the side panel.

8. Optional: Go to the Activity tab and choose from these actions:

   • To add a comment: Type your message (or @mention a team member) in the text box and press ENTER.

   • To attach an image: Click Attach, upload a file, and click Submit. Images become part of the permanent record and cannot be modified or deleted.

9. Optional: Manage the status of the issue.

   Show/Hide Details

   Before you begin, ensure you have the necessary permissions:

   • Creators: Can update the status of any issue they create.

   • Admins: Can update the status of any issue in the project.

   • Tool Integration: Actions marked with an asterisk (*) require permissions for the destination tool in Procore (for example, Observations or RFIs).

   Status Action Guide

   Goal	Action	Resulting Status in the Coordination Issues Tool	Description
   Start Work	Click the Move to In Progress button.	In Progress	Signals to the team that the issue is actively being addressed.
   Convert to an Observation*	Click the More (⋮) menu and choose Move to Observation.	Moved to Observation	Creates a linked entry in the project's Observations tool. Learn more
   Elevate to an RFI*	Click the More (⋮) menu and choose Elevate to New RFI or Elevate to Existing RFI.	Elevated	Links the issue to a new or existing entry in the project's RFIs tool. Learn more
   Revert Observation*	If the issue is Closed, click the Reopen button.	Open	Restores the issue to Open. The observation remains in Procore, but is no longer linked.
   Unlink from RFI*	If the issue has been elevated to an RFI, click the Unlink RFI button.	Open	Restores the issue to Open. The RFI remains in Procore but is no longer linked. Learn more
   Close an Issue	If visible, click the Mark as Closed button. If not visible, click the More (⋮) menu and choose Mark as Closed.	Closed	Signals that the issue is resolved or no longer active. Learn more

10. Click Close (X) to close the side panel.