Create a Coordination Issue
Background
Identifying and recording model issues early is critical for saving time and budget. By resolving these conflicts upfront, you significantly reduce the volume of RFIs and Change Events required later in the project. You can create a coordination issue from these Procore tools and products: Coordination Issues, Drawings, or Models in the Procore Web application, with the Procore BIM Plugins in Autodesk® Navisworks®, when using the Navisworks® Clash Detective with Procore Clash Manager, or directly from the field using Augmented Reality for BIM on the Procore for Mobile iOS app.
Things to Consider
Required User Permissions:
All issue creators require ‘Standard’ or 'Admin' on the Coordination Issues tool.
Additional requirements by tool:
From the Model Viewer: The above, plus 'Admin' level permissions on the Models tool.
From a Drawing: The above, plus 'Standard' or 'Admin' level permissions on the Drawings tool.
Additional Information:
Your current view and any markups are captured when you click 'New Issue'. If you make changes to the view or markups, the system updates the snapshot.
Your environment may include custom fields and configurable fieldsets not documented here. See What are configurable fieldsets and which Procore tools support them?
Autodesk® Navisworks® cloud markup is not supported in the Procore BIM Plugin. See Why can’t I use the cloud redline tool in Navisworks?
Prerrequisitos
To follow these steps from your Autodesk® design software using the Procore BIM Plugin:
The Procore BIM Plugin must be installed on your Windows® computer. See Download & Install.
Link your Navisworks® model to a Procore company and project. See Associate a Model with a Procore Project from Navisworks®.
Add locations that match your coordination schedule to the Procore project. See Add Locations to a Project. For example, if your schedule breaks the project down by building, level, and zone (e.g., Building A > Level 3 > North Corridor), make sure the locations in the Project Admin tool mirror this.
Video
Steps
Create an issue from your preferred platform:
To create an issue from Procore's Drawings tool Show/Hide
You can attach coordination issues to a drawing in two ways: by placing a dedicated issue pin or by linking an issue to a (like a cloud or arrow).
Step 1: Open the Drawing in Markup View
Before adding an issue, open the drawing.
Navigate to the project's Drawings tool.
Find the drawing you want to work on and click Open.
Click the Markup tab at the top of the viewer.
Step 2: Choose Your Method to Add an Issue
Decide how to show the issue on the drawing.
Method A: Use a Coordination Issue Pin
This method places a specific icon on the drawing to represent the issue.
Click the Pins icon on the markup toolbar.
If you don't see it, another pin type (like Photos or Punch Item) may be selected. Click that icon to expand the menu and find the Issue pin.
Click directly on the drawing where you want to place the pin.
Proceed to Step 3.
Method B: Attach to a Markup Shape
This method is useful when you want to highlight a larger area with a shape (like a cloud) and then link an issue to it.
Select a standard markup tool (e.g., Cloud, Arrow, Text).
Draw the shape on the desired area of the drawing.
With the shape still selected, click the paperclip
icon in the menu that appears and select Coordination Issue.
Proceed to Step 3.
Step 3: Create a New Issue or Link an Existing One
After completing either method, you are prompted to choose an option.
To Create a New Issue
Select Create New Coordination Issue.
Fill out the information in the new issue form.
Click Create.
To Link an Existing Issue
Select Link to Existing Coordination Issue.
Search for and select the issue from the list. You can double-click the search box to see all issues in the project.
Step 4: Publish Your Markups
Your markups and linked issues are only visible to you until they are published.
Select the pin or markup shape on the drawing.
Click Publish from the toolbar.
This makes the issue visible to other team members. Procore also generates a snapshot of the markup and attaches it to the issue.
To create an issue from Procore's Models tool Show/Hide
Navigate to the project's Models tool.
Click a model's tile to open it in the Model Viewer.
Navigate to the area on the model where you want to create a coordination issue. For navigation tips, see View a Model.
Click the Issues
icon to open the Coordination Issues side panel.Click the Plus icon at the top of the panel to create a new issue.
Optional: To update the issue's snapshot, modify the model's field of view. Then, hover over the image in the side panel and click Update Snapshot.
Complete these fields:
Title: Type a title for the issue. This is the first reference that collaborators see when reviewing an issue.
Description: Enter a description of the issue.
Location: Select the issue location.
Due Date: Set a due date on the calendar.
Priority: Select the issue priority. Options are: Low, Medium, High, Critical.
Assignee: Select the person who is responsible for resolving the issue. The person must have 'Standard' or 'Admin' permissions on the Coordination Issues tool to be selected as an assignee.
Watchers. Select the members to notify by email about issue updates. Watchers must have 'Read Only' level permissions or higher on the tool.
Trade: Select the relevant trade associated with the issue.
Type: Select the issue type. Options are: Building Code, Clash, Client Feedback, Constructability, Coordination, Design Review, Existing Condition, and Other.
Attachments: Click Attach Files or drag and drop a file to add an attachment.
Click Create to add the new issue to the Coordination Issues tool. Once created, click
in the side panel to view it in the Coordination Issues tool.
