Find a Linked or Pinned Item in a Federated Project Model

Procore Model Manager - Beta Access & Feedback

The Model Manager (Beta) tool is exclusively available to registered beta participants. It is not available through Procore Explore. To learn more, see Beta Participant Guide.

  • To access the beta and provide feedback Show/Hide Details

    • To register: Participating companies must sign the Procore Beta Agreement. Once signed, your Procore Administrator coordinates with your Procore point of contact to enable Model Manager (Beta) on specific Procore projects.

    • To Provide Feedback During Beta: Contact your dedicated Beta program lead.

    • To report issues: Report breaking changes to Procore Customer Support. For general feedback or non-critical issues, contact your Beta program lead or Procore point of contact.

  • Notice: Procore Beta Services & Documentation Show/Hide Details

    For information about Beta Services, see the Procore Subscription Services Agreement. This documentation supports a product currently in Beta; content is actively being developed for General Availability (GA) and may be incomplete.

    • As-Is Basis: Provided solely for evaluation purposes on an "as is" basis.

    • No Warranties: Standard contractual commitments do not apply. This information carries no formal product commitments, and Procore assumes no liability for harm arising from its use.

    • Subject to Change: Procore may change, discontinue, or choose not to generally release these Beta Services at any time without notice.


Currently, only Admin permissions are available. 'Read-Only' and 'Standard' permission levels are coming soon.

When working in a complex 3D environment, quickly identifying the location of specific project items is essential for coordination. This feature allows you to jump directly to items associated with supported Procore tools, such as Coordination Issues or Inspections, within the 3D space. If the model is mapped to 2D drawings, Procore provides additional context by highlighting the item's location on a 2D Minimap.

Tip

What's the difference between a link & a pin in a model? A link ties an item in a Procore tool directly to a physical 3D model object (like a specific pipe or door). It does not require dropping a spatial pin. A pin ties a record to a specific spatial coordinate (X, Y, Z location) in the model by dropping a visual 3D pin.

To learn when to link or pin an item Show/Hide Details

Feature

Which Items to Link

Which Items to Pin

Connect to Procore Tool

Inspections, RFIs, Submittals

Assets, Coordination Issues, Observations, Punch List

Data Anchor

Physical Geometry (Object)

Spatial Coordinates (X, Y, Z)

Navigation

Zoom to object

Jump to saved viewpoint

Things to Consider

  • Required User Permissions

  • Supported Features/Procore Tools:

    • Show/Hide Details

      Procore Tool

      Create Pin for Existing Item

      Create a New Pinned Item

      Coordination Issues

      Icon Permissions Access Check

      Icon Permissions Access Check

      Observations

      Icon Permissions Access Check

      Icon Permissions Access Check

      RFIs*

      Icon Permissions Access Check

      Icon Permissions Access Check

      Inspections*

      Icon Permissions Access Check

      Icon Permissions Access Check

      Inspection Items

      Icon Permissions No Access X

      Icon Permissions No Access X

      Observations*

      Icon Permissions No Access X

      Icon Permissions No Access X

      Punch List

      Icon Permissions Access Check

      Icon Permissions Access Check

Prerequisites

Steps

Follow these steps to find a linked or pinned item in the federated project model.

  1. Navigate to the Model Manager (Beta) tool.

  2. Open the federated project model.

  3. Click Items in the left toolbar.

  4. In the Items panel, click one of the connected Procore tools to reveal that tool's list of items.

    This image shows the Items icon and panel in the left toolbar of the Next-Gen Viewer in the Model Manager tool with a list of connected Procore tools.
  5. In the items list, you can enter keywords or numbers to search for an existing item.
    This image shows the Items panel with an entry in the Search field of the Coordination Issues items list and a matching item card.

  6. Click any item's card to jump to it in the model. If a pin exits, you'll see its pin highlighted in its status color in the model space. Any other pinned items become transparent in the space.

  7. At the top of each item card, is a row of icons. When you hover over some icons, a tooltip appears. This image shows an item card, accessed from the Next-Gen Viewer's left toolbar, with the icons at the top of each item card highlighted.

    • Status. Shows the item's active status in the corresponding Procore tool. You can click the arrow on the status pill to change the item's status.

    • This Item is Pinned. A pin icon only appears when that item is pinned to the model. If a pin doesn't exist, a +Pin button appears to let you create a new pin. An item can only be linked or pinned, not both. This image shows an item card without a pin added and highlights the Pin button that users push to create a new pin for the item in the Next Gen Viewer of the Model Manager tool.

    • This Item is Linked. A box icon only appears when the item is linked to a model. An item can only be linked or pinned, not both. If a link doesn't exist, you can right-click the object in the model and choose Link to Existing Item from the context menu.

    • This Item has Viewpoints. A camera icon only appears when viewpoints exist. If a viewpoint doesn't exist, the icon is grayed out.

    • This Item has Activity. Click the arrow icon to open the item in the panel and show its Activity tab. This tab summarizes completed actions for the item.

    • View Item. Click to open the item in the left toolbar's Items panel.


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