Model Manager (Beta)

In the Next-Gen Viewer, dropping a pin in a 3D project model works the same way regardless of where your team stores its federated project model. Because pins utilize the Procore Connected Items feature, pins sync automatically between 3D models and 2D documents. The only difference is where your team views the 2D version:

• Document Management: Pins sync to 2D drawing sheets (PDFs) within the Document Management tool.

• Documents: Pins sync to 2D drawing sheets managed in the Drawings tool.

While the 3D experience remains identical, your chosen repository determines whether field teams access 2D pins in Drawings or Document Management.

• Required User Permissions:

  • Plus:

    • Permissions to create the item in the supported feature/tool.

    • Permissions to add markups to Document Management workflows.

• Supported Features/Procore Tools:

  • Show/Hide Details

    Feature/Tool	Link Existing	Create New	Add Markup	Details Panel (in viewer)
    Coordination Issues	Yes	Yes	Yes	Yes
    Observations	Yes	Yes	Yes	No

• Additional Information:

  • To learn how to add pins to 2D drawings from your project's document repository:

    • Document Management: About Pinning and Connected Items in the Document Management Tool.

    • Documents: Pinning is managed in the Drawings tool. See one of these tutorials:

      • Create Coordination Issues on a Drawing

      • Add Observations to a Drawing

Follow the appropriate steps below to either create a new pinned item or link a pin to an existing item in a 3D model.

Create a New Pinned Item in a 3D Model

Follow these steps to create a new pinned item in the federated project model:

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

2. Open the federated project model.

3. Click the Items icon on the left toolbar.

4. Select a tool (for example, Coordination Issues, Observations, etc) to see items correlated to the model.

5. Choose one (1) option:

   • If this is the first item, click Create.

   • If there are existing items, click the Plus (+) icon.

6. Click a location in the model's 3D space to drop the pin.

7. Fill out the required fields in the creation form and click Create.

Procore creates a new item and adds a new pin to the Items list.

Link a Pin to an Existing Item

Follow these steps to link a pin to an existing item in the federated project model:

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

2. Open the federated project model.

3. In the left toolbar, click the Items icon.

4. Select a tool (for example, Coordination Issues, Observations, etc) to see items correlated to the model.

5. On the desired item card, click +Pin.

6. Click a location in the model's 3D space to drop the pin. Procore links the existing item to a pin.

• Model Manager (Beta) Tutorials

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