Getting Started Guide: Procore BIM Plugin for Coordination Issues

After installing the Procore BIM Plugin on a Windows® computer, you gain the ability to create and manage coordination issues directly from your design software programs. This includes creating new issues, importing viewpoints, and locating specific items using Procore's search and filter capabilities. In addition, the plugin facilitates collaboration, allowing you to edit issue details, mention team members in comments, and update issue statuses without switching applications.

• Required User Permissions

1. Add locations to the project using one of the following methods:

   • Import Locations from Revit® with the Procore BIM Plugin

   • Import Locations into the Project Level Admin Tool (Procore Imports)

   • Add Tiered Locations to a Project

2. Assign permissions to Procore project users. See Change a User's Permissions in the Project Directory.
   

   Note

   Not sure what permissions to grant users? Procore recommends:

   • For Staff Designers : 'Standard' permissions on the Coordination Issues tool.

     • If inviting collaborators (consultants or vendors) to join a Procore project, exercise caution. To protect your company's information, it is important ensure they are not given higher permissions or granted access to any Procore tools that contain your organization's sensitive information.

   • For Field Staff (Superintendents, Foremen, Trades): 'Read Only' permissions

3. Procore BIM Plugin: Download & Install

4. Associate a Model with a Procore Project for Coodination Issues

1. Launch Navisworks® on your computer.

2. Open the Navisworks® model to work with.

3. If you installed the Procore BIM Plugin, you'll see these tabs: Procore and Procore Isolate.

4. Click the Procore tab.

5. Click Coordination Issues.

6. Click and drag the Procore window to an area of the application's screen.
   Note: We recommend pinning it to the right-side panel of the application so you can easily view both Procore and your model at the same time.
   

   

7. Optional: Click the Activity tab to open and arrange the Activity window. See View the Activity Feed of a Coordination Issue.

• Create Coordination Issues

• Import Viewpoints to the Coordination Issues Tool