Model Manager (Beta)

Depending on your license, use either the Documents or Document Management tool as your project's document repository for your discipline files. Storing files in one secure location ensures your team always accesses the latest versions. Once uploaded, you can add these files to your federated model using the Model Manager (Beta). This tutorial specifically covers the Documents tool workflow.

When using the Documents tool, 2D drawings must be uploaded to the Drawings tool. See Upload Drawing Sheets for 2D Overlay.

• Autorisations utilisateur requises :

  • Autorisations « Standard » ou « Admin » dans l’outil Documents du projet.

• Informations complémentaires :

  • For a list of supported file types, see What file types are supported for the 3D model viewer in the Documents tool?

  • Il existe une limite de taille de fichier de 50 Go pour les chargements individuels. Cependant, des facteurs tels que la vitesse et la fiabilité du réseau peuvent entraîner l’échec des chargements de fichiers plus volumineux.

    • Si vous chargez un grand nombre de fichiers ou si la taille totale de votre fichier approche ou dépasse 50 Go, et que vous préférez ne pas partitionner vos données en petits morceaux, nous vous recommandons d’explorer RAS/API comme méthode d’importation alternative. Veuillez contacter votre point de contact Procore pour discuter de ces options.

  • Lorsque vous chargez des fichiers dans un dossier dans l’outil Documents, Procore vérifie automatiquement les fichiers existants du dossier. Si un fichier portant le même nom est trouvé, vous pouvez le charger en tant que nouvelle version du fichier existant. Voir Charger de nouvelles versions de fichier.

  • Nous vous recommandons de charger des fichiers et des dossiers directement à partir du lecteur local de votre ordinateur. Les fichiers provenant d’autres sources, y compris les Drive partagés (tels que ODrive ou Google Drive) ou les pièces jointes d’e-mails, doivent être téléchargés sur votre ordinateur avant d’être chargés sur Procore.

  • Si des documents sont compressés dans un fichier Zip (.zip), assurez-vous d’extraire les fichiers sur votre ordinateur avant de les télécharger afin qu’ils puissent être visualisés dans Procore.

There are a few different ways to upload files to a project's Documents tool. Choose to follow steps from one of the following:

Upload Files or Folders Using the Documents Tool

1. Navigate to the project's Documents tool.

2. Click on the folder in the Documents tool that you want to upload files or folders to.

3. After selecting files or folders on your computer, drag and drop them to the center panel of the Documents tool.
   Tip! You can also use this method to upload empty folders from your computer instead of having to create the same folders manually in the Documents tool.
   
   OR

   1. Click the + New drop-down menu.

   2. Choose whether you want to upload files or folders:

      • Click File Upload to select files to upload.

      • Click Folder Upload to select folders to upload.

   3. Select the files or folders you want to upload from your computer.
      Note: Empty folders cannot be uploaded during this step. They can only be uploaded using the drag-and-drop method shown above.

   4. Click Open.
      Notes:

      • A progress indicator is shown for each upload, and the system returns to the Documents tool page after the upload is complete.

      • If you are uploading one or more files with the same filename as an existing file, you are prompted to choose whether you want to upload them as new versions, or rename the files.
        

      • Click Continue Upload.

Upload Files by Sending an Email

1. Navigate to the Documents tool.

2. Click the Settings icon to open the 'Document Settings'.

3. Under the General tab, you will find the email address to email files to, listed under Import Options.

4. Create an email that is addressed to your Documents tool's email address, as shown in the image above.

5. Attach any files you want to add to the Documents tool to the email.
   Note: The files will be uploaded to the 'Emailed Documents' folder.

Upload Files or Folders Using Procore Drive

Procore Drive is another efficient way to upload files in bulk. See Upload a File to a Folder in Procore Drive.
Note: If Procore Drive is not configured on your Windows computer, please see the Procore Drive Setup Guide.

• Model Manager (Beta) Tutorials

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