Tutorials

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.

Updating the status of the federated project model lets end users know if a project model is active. Because this model streams directly to field teams' mobile devices, keeping its status current ensures collaborators always work with the correct information. The 'Statuses Eligible for Federation' are determined by the Document Management tool's 'Status' fieldset. To learn how to customize them to suit your company's status naming convention, see Edit Custom Fields.

Things to Consider

Prerequisites

Steps

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

  2. Click Icon Settings Gear Grey2 Settings.

  3. Choose from these options:

    1. For first time setup, click the Configure Federation Status button.

    2. For status changes, click the Federation tab.

  4. In the Statuses Eligible for Federation window, mark the desired checkboxes.

    Note

    The example below shows 'Approved' and 'Approved with Comment. However, you can customize the options that appear in 'Statuses Eligible for Federation' window by modifying the Document Management tool's 'Status' fieldset. For instructions, see Edit Custom Fields and What are custom fields and which Procore tools support them?

    This image shows the 'Statuses Eligible for Federation' page in the Model Manager tool's Settings on the Federation tab.

  5. Click Save.

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