Model Manager (Beta)

The Model Manager (Beta) landing page serves as the central hub for managing your project's Building Information Modeling (BIM) data within Procore. It provides a unified view of the federated project model, individual file versions, and saved project views to streamline communication and coordination.

• Required User Permissions

  Currently, only Admin permissions are available. Procore will add more permission levels later.

• Additional Information:

  • How do permissions affect my workflow in Model Manager?

  • View the list of Keyboard Shortcuts.

• Before you can navigate to the landing page, an Admin must Configure Model Manager Settings. Your access permission level determines what cards you can see in the landing page.

To ensure a tailored experience, the landing page will offer two distinct views: one for Admins and one for Read-Only users.

About the Admin View

From the Admin view of the landing page, you can click the Gear icon to Configure Model Manager Settings. You also have three (3) primary cards: Federated Project Model, Model Files, and Project Views.

To learn about the different cards:

• Federated Project Model (Admin) Show/Hide Details

  Federated Project Model

  The Federated Project Model card serves as your primary gateway to the 3D environment. This model aggregates the 3D discipline files into a single, cohesive view, allowing for comprehensive project coordination. The card provides a high-level snapshot of the model's current status:

  • 3D Environment Access: Click Open to launch the federated project model in the viewer. See Open the Federated Project Model.

  • Visual Preview: Displays a thumbnail of the designated Home viewpoint.

  • Version Control: Shows the latest version of the federated model.

  • Check back for updates…

    Metadata: Tracks the date of the most recent change and the user who performed the update.

  

  Learning Resources

  • Setup: Federate a New Project Model

  • Navigation: Open the Federated Project Model

• Model Files (Admin) Show/Hide Details

  Manage your federated project model through the Model Files card. From here, you can add, search for, and open discipline files. You can also filter your view, customize table settings, update versions, and remove files as needed.

  Note

  The columns that appear in the Model Files table depend on the Procore project's chosen document repository: Document Management or Documents.

  

  Learning Resources

  • Setup:

    • Add Discipline Files to a New Project Model

    • Configure Table Settings for Model Files

  • Navigate & Find:

    • Early access content …

      Search for files in the federated project model Show / Hide Steps

      1. Navigate to the project's Model Manager (Beta) tool.

      2. In the Model Files card, start typing in the Search box.
         

      Procore filters the table to show only items matching your entry.

    • Early access content …

      View file information Show / Hide Steps

      1. Navigate to the project's Model Manager (Beta) tool.

      2. In the Model Files card, view the federated model's list of files.
         

      The table's data columns are based on the document repository (Document Management or Documents).

    • Early access content …

      Apply filters to the Model Files card Show / Hide Steps

      1. Navigate to the project's Model Manager (Beta) tool.

      2. In the Model Files card, click Filters.
         

      3. In the Filters panel, choose from these options:

         • Version. Select one (1) version from the list.

         • Format. Select a file type from the list.

           For a list of supported file types Show/Hide Details

           The Model Manager (Beta) automates the processing of these file formats in the document repository. All supported file formats must be from a supported version of Autodesk® software to ensure successful processing.

           • Automated File Processing: The following 3D formats are supported.

             • Industry Foundation Classes (IFC)

             • AutoCAD® Drawing (DWG)

             • Navisworks® Document (NWD)

             • Revit® (RVT)

           • Manual File Support: The following 2D formats are supported:

             • Portable Document Format (PDF)

             • AutoCAD® Drawing (DWG)

           • Storage & Federation: Once processed, your Federated Project Model is unified and stored in a proprietary Procore format for optimized viewing and cross-team coordination.

         • Revision. Select one (1) revision from the list.
           A Blue bubble shows any active filters. Click Close (X) to remove filters.
           

      4. Click Close (X) to quit the Filters panel.

      Note

      The Model Files card will now display your filtered results, and the button label will update to More Filters. To remove a filter, click Clear (X) on the blue filter above the table.

  • Management:

    • Open Discipline Files

    • Update a File Version in a Federated Scene

    • Remove Discipline Files from a Project Model

• Project Views (Admin) Show/Hide Details

  Project Views

  Admins use this card to add, open, manage, search for, and filter saved project views. Hover your mouse cursor over the thumbnails to blow up the thumbnail. Click the Pin icon to create a Pinned Items list for faster navigation to critical project areas, such as specific floor levels or structural systems.

  The card provides a high-level snapshot of the model's current status:

  • 3D Environment Access: Click a project view in the list to open it.

  • Search: Enter a keyword or phrase to find a project view.

  • Visual Preview: Displays a thumbnail of the project view.

  • Pinning. Add project views to your Pinned list.

  

  Learning Resources

  • Setup:

    • Add Viewpoints to Project Views

    • Pin Project Views

    • Remove Project Views

  • Navigation:

    • Search for Project Views

  • Collaboration

    • Check back for updates…

      Share a project view Show / Hide Steps

      Check Back for Updates

      While intended for General Availability (GA), this feature's final release, functionality, and timing remain subject to change prior to commercial launch.

      Use these steps to share a project view.

      1. Navigate to the project's Model Manager (Beta) tool.

      2. In the Project Views card, find the view to share.

      3. Choose an option:

         • Click the Share icon.

         • Click More (:) and choose the Share menu option.

About the Read-Only View

Check back for updates…

• Model Manager (Beta) Tutorials

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