Create Coordination Issues in the Model Viewer

Teams often discover design clashes or conflicts when reviewing 3D models. With the Models tool, you can document these issues as you find them. By creating a coordination issue directly in the 3D viewer, you can capture a precise snapshot and camera location, to help ensure the assignee has the exact visual context needed to resolve the issue.

Tip

Did you know you can create coordination issues from a variety of different Procore tools and products? To learn more, see What are the different tools I can use to create a coordination issue?

Things to Consider

Steps

  1. Navigate to the project's Models tool.

  2. Find the model to open and click its tile to load it. This may take a few minutes to complete.

  3. Click Issues Icon Issues to open the Coordination Issues side panel.

  4. Click the plus (+) at the top of the panel to open the New Issue panel.

  5. Complete the required fields in the New Issue panel.

    Show/Hide Fields

    This table summarizes all of the data entry fields in the New Issue panel.

    Field Name

    Description

    Required?

    Notes

    Title

    Enter a concise, descriptive name for the issue to help collaborators identify it.

    Yes

    Private

    Select this checkbox to limit issue visibility to the Creator, Assignee, and Watchers.

    No

    Description

    Provide a detailed summary of the issue. This text is also saved as a viewpoint comment in the final NWD file.

    No

    When creating an issue from Clash Manager, you can also select Append Clash Comments or Append Redline Text.

    Location

    Choose the primary location for the issue.

    No

    Assignee

    Select the person responsible for resolving the issue. Only users with 'Standard' or 'Admin' level permissions for the Coordination Issues tool appear in this list.

    No

    Watchers

    Select team members to receive email updates. Watchers must have at least Read Only permissions.

    No

    Due Date

    Set the target deadline for issue resolution.

    No

    Priority

    Define the level of urgency: Low, Medium, High, or Critical.

    No

    Trade

    Identify the discipline involved (e.g., Mechanical, Electrical).

    No

    Type

    Categorize the issue for reporting. Options include: Building Code, Clash, Client Feedback, Constructability, Coordination, Design Review, Existing Condition, Requirement Change or Other.

    No

    Attachments

    Upload up to 20 relevant images, PDFs, or documents to provide additional context.

    No

    Custom Fields

    If your company creates custom fields for the Coordination Issues tool, they also appear in this page.

    Determined by the creator at your company.

  6. Optional: Update the issue's snapshot:

    1. Modify your camera's field of view in the 3D space.

    2. Click the plus (+) sign under the snapshot.

    3. Click Update Snapshot.

      This is a partial SUI of the Coordination Issues tab showing a snapshot update on a new coordination issue.
  7. Click Create.

Procore creates a new issue in the Open status. Once created, click Open in the side panel to view it in the Coordination Issues tool.

See Also

Loading related articles...