Add Discipline-Specific Files to a New Project Model

Create a complete project model by merging files from every discipline into one view. This allows your team to coordinate structural, mechanical, and electrical systems in one place to catch conflicts early. Use the Model Manager to add files directly from the Document Management or Documents tools.

• Required User Permissions

• Create a New Project Model with Model Manager

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

2. Go to the Model Files card.

3. Choose the steps for your project's document repository:

   • If using Document Management Show / Hide Steps

     In the Model Files card of the Model Manager (Beta), do the following:

     1. Click Add Files to open the Select Files from Document Management window.

     2. Under Saved Views, click Models.

     3. Select one or more model files from the Document Management tool. When grayed out, the file type is not supported.

     4. Mark the check box that corresponds to the file to add to the project model.

     5. Click Create Project Model.

     6. Once uploaded, you have these options.

        • Auto Update. Mark this check box to turn the automatic update feature ON. Procore detects new file versions in the 'Approved' or 'Approved with Comments' status.

        • Update. Click this button (if an update is available) to update specific model files.

        • Open. Click the Name link to open a specific model file in the viewer.

   • If using Documents Show / Hide Steps

     Follow these steps from the Model Files card of the Model Manager (Beta) landing page.

     1. Click Add Files to open the Select Files from Documents window.

     2. Under Folders, highlight the folder containing the project's trade-specific model files

     3. Mark the check box that corresponds to the file to add to the project model. Select one, multiple, or all model files from the Documents tool. When grayed out, the file type is not supported.

     4. Click Create Project Model to federate the project model.

     5. Once uploaded, you have these options:

        • Auto Update. Mark this check box to turn the automatic update feature ON. Procore detects new file versions in any status.

        • Update. Click this button (if a new file version is available) to update the file version.

        • Open. Click the Name link to open a specific model file in the viewer.

• Model Manager (Beta) Tutorials