Model Manager (Beta)

In the Next-Gen Viewer, linking items from Procore tools to 3D model objects works the same way regardless of where your team stores its federated project model. Unlike pinning, object linking is tied strictly to 3D physical geometry rather than spatial coordinates. Links exist exclusively in the 3D model and do not synchronize to 2D drawing sheets or PDFs.

• Required User Permissions:

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

  • Permissions to your project's chosen document repository:

    • Document Management

    • Documents

• Supported Features/Procore Tools:

  • Show/Hide Details

    Feature/Tool	Create & Link New Items?	Link Objects to Existing Items?
    Coordination Issues	Yes	Yes
    Inspections	No	Yes
    Observations	Yes	Yes
    Punch List/Snag List	Yes	Yes
    RFIs	No	Yes
    Submittals	No	Yes

• Additional Information:

  • You can link a single item to multiple model objects at the same time using the 'Select Similar' function. For example, you can link a single mechanical inspection to multiple HVAC control units.

  • You can link multiple items from the same project tool to a single object, but not in one simultaneous action. Each record must be linked to the object in its own separate action. For example, you could link three separate inspections (i.e., electrical, mechanical, and fire/safety) to a single Air Handling Unit.

Follow these steps to link objects in a 3D Model to items in supported Procore tools.

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

2. Open a model.

3. Choose from these options:

   • Link objects to a new items Show / Hide Steps

     1. Select one or multiple objects in the 3D model:

        • To select one object, right-click it and choose Create New Item from the menu.

        • To select multiple objects, right-click one object and choose Select Similar to highlight all identical items in the model. Next, right-click again and choose Create New Item from the menu.

     2. In the item creation form for the selected tool, complete the required fields and click Create.

   • Link objects to an existing item Show / Hide Steps

     1. Select one or multiple objects in the 3D model:

        • To select one object, right-click it and choose Link Existing Item from the menu.

        • To select multiple objects, right-click one object and choose Select Similar to highlight all identical items in the model. Next, right-click again and choose Link Existing Item from the menu.

     2. In the Related Items window, select the Inspections tool. A list of existing inspection records appears.

     3. Select the specific inspection record to attach. You can only select one (1) record at a time.

     4. Click Link.

• Model Manager (Beta) Tutorials

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