Navigate the Model Manager Landing Page

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

Key functional areas of the Model Manager (Beta) tool's landing page including accessing the tool's configurable Settings, and cards for the Project Model, its Model Files, and your Project Views.

Settings

Admins can click the Configure Settings icon at the top left to open the Configure Settings page. In this page, the Permissions tab allows Admins to set user access permissions for any Procore user in the Project Directory. It is important to note that changes made on this page save automatically.

To learn how to perform actions in the Configure Settings page, see these steps:

• Grant project users access permissions Show / Hide Steps

  Use these steps to grant project users access to the Model Manager (Beta)tool.

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

  2. Click the Configure Settings icon.

  3. In the Model Manager Settings page, click the Permissions tab. In this tool, this is the only tab.

  4. Start typing the user's name in the Search box. This filters the table to match your entry.

  5. Grant each project user the appropriate setting. (Note: At the launch of the Beta, only 'Admin' level permissions are available. Additional permissions will be phased in during the beta lifecycle).

Federated Project Model

Use this card to enter the 3D environment. It shows the latest version of the federated model, a thumbnail preview of the Home viewpoint, and the date and user who made the last update. To learn how to create a new federated scene for a Procore project, see Federate a New Project Model with Model Manager.

To learn how to perform actions with the Federated Project Model card, see these steps:

• Grant project users access permissions Show / Hide Steps

  Use these steps to grant project users access to the Model Manager (Beta)tool.

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

  2. Click the Configure Settings icon.

  3. In the Model Manager Settings page, click the Permissions tab. In this tool, this is the only tab.

  4. Start typing the user's name in the Search box. This filters the table to match your entry.

  5. Grant each project user the appropriate setting. (Note: At the launch of the Beta, only 'Admin' level permissions are available. Additional permissions will be phased in during the beta lifecycle).

• See contact info for the user who last updated the model Show / Hide Steps

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

  2. In the Federated Project Model card, click the Name link.

  The system displays the contact info for the user in the Project Directory who last updated the mode

Model Files (Admin View)

Use the Model Files card to add new files, search for matching files, and open the trade-specific files that comprise the federated project model. You can also apply filters, configure the column display, update file versions, and remove files from the federated project model.

To learn how to perform actions with the Model Files card, see these steps:

• Add files to the federated project model Show / Hide Steps

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

  2. If using both Documents and Document Management, select which document repository you would like to choose from.
     

     Note

     If both Documents and Document Management are enabled in Procore, select your project's preferred repository. Please note that a project model can only be federated from a single repository.

  3. In the Model Files card, click Add Files.
     

     Important

     Missing a file? First, ensure it was uploaded to the correct document repository. To add a file to the federated project model from Document Management, it must be in the Approved or Approved with Comments status. For help, see the Document Management tutorials.

  4. In the Attach Files window, mark the check boxes next to the specific files to include.

  5. Click Select to add the chosen files to the federated project model.

• 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.

  The table automatically filters to display only matching items.

• 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 project's CDE (SeeDocuments or Document Management).

• 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:

     • Revision. Select the revision you want.

     • Version. Select the version you want.

  4. Click Close (X) to hide 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.

• Configure the column display Show / Hide Steps

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

  2. In the Model Files card, click Configure.

  3. In the Table Settings panel, choose from these options:

     • Row Height. Choose Small, Medium, or Large.

     • Configure Columns. Move each toggle to the ON of OFF position:

       • Name. This column is required and always ON.

       • Revision. Show or hide the file's revision number from your project's CDE.

       • Version. Show or hide the file's revision number from your project's CDE .

       • Version Update. Shows if the file you are viewing is the latest version and whether updates are available.

  4. Click Close (X) to hide the Table settings panel.

• Open a model file Show / Hide Steps

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

  2. In the Model Files card, click a row link in the Name column.

  This opens the file.

• Update a file version Show / Hide Steps

  If an notification counter appears in the Version Update column when new file version is available.

  Note

  The Model Manager (Beta) automatically tracks new file versions based on your project's CDE.

  • Documents Tool: Displays all new file versions.

  • Document Management Tool: Displays new versions only when they reach the 'Approved' or 'Approved with Comments' status in your workflow.

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

  2. In the Model Files card, a notification counter appears at the top of the column to alert you about new file versions.

  3. In the appropriate file row, click Update in the Version Update column.

  This updates the file to the latest version.

• Remove a file from the federated model Show / Hide Steps

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

  2. In the Model Files card, locate the file to remove.

  3. Click the More (:) icon in the file's row and choose Remove from Project Model.

Project Views (Admin View Only)

Use this card to add, manage, search for, and filter saved project views. Hover your mouse cursor over the thumbnails to blow up the thumbnail. Click the Pin option for faster navigation to critical project areas, such as specific floor levels or structural systems.

To learn how to perform actions with the Project Views card:

• Open a project view Show / Hide Steps

  Use these steps to open a project view in the Next-Gen Viewer.

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

  2. In the Project Views card, click an available view.

  This takes you to the saved camera position for your selected view.

• Pin a project view to add it to your pinned items Show / Hide Steps

  Use these steps to pin a project view your pinned items list.

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

  2. In the Project Views card, locate the view to pin.

  3. Click the Pin icon to add it to your list.

• Elevate a viewpoint to a project view Show / Hide Steps

  Use these steps to elevate a viewpoint to a new project view.

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

  2. In the Project Views card, click Add to open the Elevate Viewpoints to Project Views window.

  3. Mark the check boxes that correspond to the file or folder to add.

  4. Click Add to elevate the selected viewpoint to a new project view.

• Create a new viewpoint or edit an existing one Show / Hide Steps

  Use these steps to create a new viewpoint or edit an existing one.

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

  2. In the Project Views card, click Add.

  3. In the Elevate Viewpoints to Project View window, click Create to open the project model. The Viewpoints panel is active.

  4. In the Viewpoints box, you have these options:

     1. Create a new viewpoint. Click the Plus (+) icon and choose a menu option:

        • Create Viewpoint. This adds a new viewpoint to the list and you can type a name for it.

        • Create Folder. This adds a new folder to the Viewpoints list and you can type a name for it.

     2. Modify an existing viewpoint: Start typing some text to search for matches, and on the viewpoint you want, click the More (:) icon to choose a menu option:

        • Update. Update the viewpoint.

        • Rename. Type a new name for the viewpoint.

        • Move to Folder. Move the selected viewpoint to the folder you want.

        • Elevate to Project Views. Elevate the select viewpoint to a project view.

        • Delete. Delete the selected viewpoint.

• Model Manager Tutorials