Federate a New Project Model with Model Manager

As an Admin on the Model Manager tool, you have the ability to create a federated project model, which aggregates individual, discipline-specific source files into a single, navigable 3D environment. This allows you to maintain precise control over source file versions and user permissions, ensuring your team is operating from a "single source of truth" without compromising individual source file integrity. This centralized oversight simplifies your coordination workflow, ensuring field teams always access the most current, integrated design data.

• Required User Permissions

• The Model Manager tool must be enabled at both the Company and Project levels. See Enable Model Manager on a Procore Project.

Important

Always upload your discipline-specific model files to the project's document repository before adding them to the project model. For instructions, see:

• Document Management: Upload Documents to the Document Management Tool

• Documents: Upload Files and Folders to the Project Level Documents Tool

Create a New Project Model

Only a tool Admin can create a new project model and select the project's document repository for federation.

• Create a new project model in Model Manager (Beta) Show/Hide

  Follow these steps to create a new project model.

  1. Navigate to the project's Model Manager tool.

  2. Depending on your project configuration, choose one option to select your team's document repository:

     • Single Repository: If your project has one (1) repository (Document Management or Documents), simply click Create Project Model.

     • Multiple Repositories: If your project has all repositories, click Create from Document Management or Create from Documents.

  Single Repository	Multiple Repositories

Add Discipline-Specific Files to the New Project Model

Only a tool Admin can add files in the document repository to the new project model.

• If using Document Management Show / Hide Steps

  In the Model Files card of the Model Manager (Beta), do the following:

  1. Click Add Files to open the Select Files from Document Management window.

  2. Under Saved Views, click Models.

  3. Select one or more model files from the Document Management tool. When grayed out, the file type is not supported.

  4. Mark the check box that corresponds to the file to add to the project model.

  5. Click Create Project Model.

  6. Once uploaded, you have these options.

     • Auto Update. Mark this check box to turn the automatic update feature ON. Procore detects new file versions in the 'Approved' or 'Approved with Comments' status.

     • Update. Click this button (if an update is available) to update specific model files.

     • Open. Click the Name link to open a specific model file in the viewer.

• If using Documents Show / Hide Steps

  Follow these steps from the Model Files card of the Model Manager (Beta) landing page.

  1. Click Add Files to open the Select Files from Documents window.

  2. Under Folders, highlight the folder containing the project's trade-specific model files

  3. Mark the check box that corresponds to the file to add to the project model. Select one, multiple, or all model files from the Documents tool. When grayed out, the file type is not supported.

  4. Click Create Project Model to federate the project model.

  5. Once uploaded, you have these options:

     • Auto Update. Mark this check box to turn the automatic update feature ON. Procore detects new file versions in any status.

     • Update. Click this button (if a new file version is available) to update the file version.

     • Open. Click the Name link to open a specific model file in the viewer.

Update File Versions in an Existing Scene

After federating a project model, you can update files when a new version is available in the project's document repository (Documents or Document Management).

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

2. Go to the Model Files card to look for a notification in the Version Update column.
   

   Tip

   How do I track pending updates? Look for a notification or an Update button in the Version Update column. The criteria for these alerts depend on your document repository:

   • Document Management: Notifications appear when a new version reaches 'Approved' or 'Approved with Comments' status.

   • Documents: Notifications appear for any new version created.

3. Scroll to the file in the table and click Update .

4. Refresh you browser to view the updated federated scene.

• Model Manager (Beta) Tutorials