Edit a Coordination Issue
Objective
To edit the information for a coordination issue or unlink an RFI.
Things to Consider
- Required User Permissions:
- To edit any co-ordination issue, 'Admin' level permissions on the project's Co-ordination Issues tool.
- To edit only co-ordination issues you have created, 'Standard' level permissions on the project's Co-ordination Issues tool.
- Additional Information:
- Any changes made in the Co-ordination Issues tool at app.procore.com will automatically sync with the Procore plugin. If you make an edit in the plugin while you have the Co-ordination Issues tool open in your browser, you will need to refresh the page in order to see the changes.
- You can edit the Location, Assignee and Due Date fields for multiple issues at once from the Co-ordination Issues tool in Procore. See Bulk Edit Co-ordination Issues.
- If you want to edit comments that have been added to a coordination issue, see Add or Manage Comments on a Coordination Issue.
- To edit the viewpoint snapshot, you will need to edit the viewpoint or markups in Navisworks®.
Video
Steps
From the Procore Plugin
- Open Navisworks® and your model on your computer. See Getting Started Using the Procore Plugin.
- With the Procore tab selected, click Issues List.
- In the 'All Issues' or 'Assigned to Me' list, hover over the issue you want to edit.
- Click Info.
- Click into any editable field to edit the information.
Note: Changes are automatically saved when you click out of the field.
From the Co-Ordination Issues Tool
To Edit a Co-ordination Issue:
- Navigate to the project's Co-ordination Issues tool on app.procore.com.
- Click Info next to the issue you want to edit.
- Click into any editable field to edit the information.
Note: Changes are automatically saved. - Optional: If the issue has been elevated to an RFI and you want to unlink the RFI:
- Click the More drop-down menu.
- Click Unlink from RFI.
- Click Confirm to complete the action.
Note: Unlinking the RFI will change the status of the issue back to Open.
To Bulk Edit Co-ordination Issues:
- Navigate to the project's Co-ordination Issues tool on app.procore.com.
- Mark the checkboxes next to the issues you want to edit.
- Click the Bulk Actions drop-down menu, then click Edit.
- Click the fields to edit the information.
Note: You can only edit the Location, Assignee and Due Date fields in bulk. If you need to edit another field, see Edit a Co-ordination Issue above. - Click Update Issues to save your changes.