Link Objects to Connected BIM Items

Procore Model Manager - Beta Access & Feedback

The Model Manager (Beta) tool is exclusively available to registered beta participants. It is not available through Procore Explore. To learn more, see Beta Participant Guide.

  • To access the beta and provide feedback Show/Hide Details

    • To register: 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.

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

    • To report 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.

  • Notice: Procore Beta Services & Documentation Show/Hide Details

    For information about Beta Services, see the Procore Subscription Services Agreement. This documentation supports a product currently in Beta; content is actively being developed for General Availability (GA) and may be incomplete.

    • As-Is Basis: Provided solely for evaluation purposes on an "as is" basis.

    • No Warranties: Standard contractual commitments do not apply. This information carries no formal product commitments, and Procore assumes no liability for harm arising from its use.

    • Subject to Change: Procore may change, discontinue, or choose not to generally release these Beta Services at any time without notice.

Procore is finalizing functionality and documentation for general availability in the UK and Ireland (UKI). Please check back here for updates.

Links connect items from Procore tools to objects in a 3D model, so anyone navigating the model can review an item's details from the object. To learn how links differ from pins and which tools support each, see About Connected BIM.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • You can link one item to multiple objects by selecting them with Select Similar or View Properties. For example, link a single chair submittal to multiple seats.

    • You can link multiple items from the same tool to one object, but you must link each item in a separate action. For example, link electrical, mechanical, and fire/safety inspections to one Air Handling Unit.

Prerequisites

  • Create the items you want to link in one of the supported Procore tools. You must have sufficient permissions to create the items in the tool.

Steps

Follow these steps to add object links to items from supported Procore tools to your model.

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

  2. View a model.

  3. Select one or multiple objects in the 3D model:

    • To select one object, right-click it and choose Link to Existing Item from the menu. This image shows the Link to existing item context menu option that is available when Items is selected in the left toolbar of the Next Gen Viewer in the Model Manager tool.

    • To select multiple identical objects, right-click one object and choose Select Similar to highlight all identical items in the model. Then, right-click again and choose Link to Existing Item from the menu. This image shows the Select Similar context menu option in the Next-Gen Viewer of the Model Manager tool.

    • To select multiple objects by a shared property, click View Properties in the left toolbar, filter by the property value you want to match (for example, an object name), then right-click one of the highlighted objects and choose Link to Existing Item from the menu. This image shows the View Properties context menu option in the Next Gen Viewer of the Model Manager tool.

  4. In the Link Items window, select a supported Procore tool in the left pane. A list of corresponding records appear.

  5. Select the specific inspection record to attach. You can only select one (1) record at a time. This image shows the Link Items window that appears after selecting the Link Existing Items menu option in the Next-Gen Viewer of the Model Manager tool.

  6. Click Next.

  7. In the Details window, enter any optional notes about the model objects you selected as the item link. This image shows the Details window where users enter comments before linking a model object to a supported Procore item in the Next-Gen Viewer of the Model Manager tool.

  8. When finished, click Link.

A confirmation message appears to confirm the system created the relationship.

Tip

Want to unlink an item? If you need to unlink an item at a later time, click Properties in the left toolbar and follow the steps in Unlink Connected BIM Items from a 3D Model.


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