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Procore (en-CA)

Create Coordination Issues on a Drawing

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Objective

To create coordination issues directly on a drawing in the project's Drawings tool.

Background

If your account uses the Coordination Issues tool, you can create issues from the Coordination Issues tool in Procore, the Procore plugin in Navisworks®, or directly on a drawing in the Drawings tool. See Create a Coordination Issue. Creating coordination issues on a drawing is an efficient way to create issues and it also helps to ensure that teams have access to both the issues and drawing in one location.

Things to Consider

  • Required User Permissions:
    • ‘Standard’ or 'Admin' permissions on the project's Coordination Issues AND Drawings tools.
  • Additional Information:
    • When you create a new coordination issue on a drawing, the markup will automatically be published to the drawing and will be viewable to users with access to the Drawings tool. 
    • After creating a new coordination issue on a drawing, a snapshot of the area of the drawing is added to the coordination issue and the drawing is added to the 'Links' section of the coordination issue. This allows users to easily reference the original drawing when viewing the coordination issue from the Coordination Issues tool.
    • If you want to link an existing coordination issue to a drawing, see Add Coordination Issues to a Drawing.

Steps

  1. Navigate to the project's Drawings tool.
  2. Click Open next to the drawing you want to mark up.
    Note: You can also click Info next to the drawing, then click Open in Viewer / Markup.
  3. Click the Markup tab if it is not already selected.

    markup in the toolbar
  4. You can create or link coordination issues from multiple markup types. See the steps below:
  1. Click the Pins icon on the markup toolbar. 



    Note: If you do not see 'Pins', another pin markup option (such as Photos, Deficiency or Observations) may already be selected. Clicking any one of the pin options will expand the options to show the Coordination Issues pin.
  2. Click the Issue icon on the Markup toolbar. See Mark Up a Drawing.

    drawings-toolbar-coordination-issues.png
     
  3. Click on an area of the drawing where you want to pin the coordination issue.
  4. Choose to create a new coordination issue or link to an existing one.
    • To create a new coordination issue:
      1. Click Create New Coordination Issue.
      2. Fill out the fields as necessary. See Create Coordination Issues on a Drawing.
      3. Click Create.
      4. The coordination issue is created in the Coordination Issues tool and is added to the drawing.
        Note: A snapshot is not generated for the coordination issue until the markup is published.
      5. If you want others to be able to view the coordination issue on the drawing, select the pinned issue and click Publish.
    • To link an existing coordination issue:
      1. Click Link to Existing Coordination Issue.
      2. In the 'Select a Coordination Issue' box, search for the coordination issue you want to add.
        Tip! Double-click in this field to bring up a list of all coordination issues in the project that you have access to.
      3. Click the coordination issue to place the pin on the drawing.
        Note: The colour of the pin depends on the status of the coordination issue selected. 
        • Blue: Open or Released.
        • Yellow: Ready for Review.
        • Red: Elevated to an RFI.
        • Gray: Closed.
      4. If you want others to be able to view the coordination issue on the drawing, select the pinned issue and click Publish. See Publish Personal Drawing Markups.
  1. Click the markup tool that you want to use (such as Cloud, Arrow or Text). See Mark Up a Drawing.
  2. Add a markup to the relevant area of the drawing.
  3. Click the paperclip  icon and select Coordination Issue.
    link-coordination-issue.png
  4. Choose whether you want to create a new coordination issue or link to an existing one:
    • To create a new coordination issue:
      1. Click Create New Coordination Issue.
      2. Fill out the fields as necessary. See Create Coordination Issues on a Drawing.
      3. Click Create.
      4. The coordination issue is created in the Coordination Issues tool and is added to the drawing.
        Note: A snapshot is not generated for the coordination issue until the markup is published.
      5. If you want others to be able to view the coordination issue markup, select the markup and click Publish.
    • To link an existing coordination issue:
      1. Click Link to Existing Coordination Issue.
      2. In the 'Select a Coordination Issue' box, search for the coordination issue you want to add to the markup.
        Tip! Double-click in this field to bring up a list of all coordination issues in the project that you have access to.
      3. Click the coordination issue to link it to the drawing markup.
      4. If you want others to be able to view the linked coordination issue on the drawing, select the markup and click Publish. See Publish Personal Drawing Markups.

        Note: The colour of the coordination issue pin depends on the status of the issue. 
        • Blue: Open or Released.
        • Yellow: Ready for Review.
        • Red: Elevated to an RFI.
        • Gray: Closed.

See Also

If you would like to learn more about Procore’s Design Coordination software and how it can help your business, please visit our product page here.