Create Coordination Issues in the Model Viewer

Teams often discover design clashes or conflicts when reviewing 3D models. With the Models tool, you can document these issues as you find them. By creating a coordination issue directly in the 3D viewer, you can capture a precise snapshot and camera location, to help ensure the assignee has the exact visual context needed to resolve the issue.

Tip

Did you know you can create, edit, and view coordination issues from a variety of different Procore tools and products? To learn more, see What are the different tools I can use to create a coordination issue?

Things to Consider

Steps

  1. Navigate to the project's Models tool.

  2. Find the model to open and click its tile to load it. This may take a few minutes to complete.

  3. Click Issues Icon Issues to open the Coordination Issues side panel.

  4. Click the plus (+) at the top of the panel to open the New Issue panel.

  5. 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

  6. Optional: Update the issue's snapshot:

    1. Modify your camera's field of view in the 3D space.

    2. Click the plus (+) sign under the snapshot.

    3. Click Update Snapshot.

      This is a partial SUI of the Coordination Issues tab showing a snapshot update on a new coordination issue.
  7. Click Create.

Procore creates a new issue in the Open status. Once created, click Open in the side panel to view it in the Coordination Issues tool.

See Also

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