Tutoriels

Procore Model Manager - Beta Access & Feedback

The Model Manager (Beta) features and documentation are subject to change without notice. Please be aware that this content is restricted to beta participants and requires a direct link to access.

  • To learn about the beta program, see the Beta Participant Guide.

  • To access the beta and provide feedback Afficher/Masquer

    • How to Access: 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.

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

    • How to report critical 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.

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

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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