Federate a New Project Model with Model Manager

Background

As an Admin on the Model Manager tool, you have the ability to create a federated project model, which aggregates individual, discipline-specific source files into a single, navigable 3D environment. This allows you to maintain precise control over source file versions and user permissions, ensuring your team is operating from a "single source of truth" without compromising individual source file integrity. This centralized oversight simplifies your coordination workflow, ensuring field teams always access the most current, integrated design data.

Things to Consider

Prerequisites

Workflow

Diagram - Project Model Manager - Federate a New Project Model

Steps

Create a New Project Model

Only a tool Admin can create a new project model and select the project's document repository for federation. You must choose one CDE for your Procore project.

  1. Navigate to the project's Model Manager tool.

  2. If your project uses both the Documents and Document Management repositories, choose the source for federation:

    • Single Repository: If your team only uses one repository, simply click Create Project Model.

    • Multiple Repositories: If your team uses both repositories, click the button for the repository housing your team's discipline-specific source files.

Add Discipline-Specific Model Files to Federate the Project Model

Important

Always upload your discipline-specific model files to the Documents or Document Management repository before adding them to the project model.

If using Documents Show / Hide Steps

In the Model Files card of the Next-Gen Viewer, do the following

  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.

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.

Update Model Files

After federating the initial project model, model files are set for manual updates by default.

Notes

Keep these considerations in mind when updating file versions:

  • If multiple files receive updates at the same time, Procore places them into a queue and processes them one at a time.

  • While processing a new file version, Procore temporarily restricts the ability to add new files to the federation.

  • Once a file version updates, refresh or reload the viewer to see the updated federated scene.

  • You do not need to manually update your project views. Any newly added elements will be visible by default. You must manually hide them if unneeded in a specific view.

  1. Navigate to the Model Manager (Beta).

  2. In the Model Files card, look for the notification in the Version Update column.

    Tip

    How do I track pending updates? Look for a notification or an Update button in the Version Update column. The criteria for these alerts depend on your document repository:

    • Document Management: Notifications appear when a new version reaches 'Approved' or 'Approved with Comments' status.

    • Documents: Notifications appear for any new version created.

  3. Scroll to the file in the table and click the Update button.

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