Getting Started Guide: Documents Plugin for Autodesk®

The Procore Documents plugin for Autodesk® allows you to interact with project files in Navisworks®, Revit® and AutoCAD® applications. This integration helps empower team members to keep project files up to date and reduce the risk of rework. With this plugin, you can:

• Export Files from Revit® and the AutoCAD® applications to the Documents Tool in Procore
• Manage Files in Navisworks®
• Manage Co-ordination Issues in Revit®

Video

1. Click the Download Now link below to download the plugin application to your Windows computer.
   Note: You can also download the plugin from the Co-ordination Issues tool by clicking Download Plugin and selecting Documents Plugin for Autodesk.
   
   Download Now
    
2. Click the downloaded .msi application file on your computer to begin setting up the plugin.
3. Click Run or Save.
4. Click Yes to allow Procore to make changes to your device.
   Note: You will need Administrator rights to your computer.
5. Log in to Procore using your login credentials.
6. Open Navisworks®, Revit®, or AutoCAD® applications on your computer.
   A 'Procore' tab will be viewable in the application.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit.
   Note: You must be in a 3D view to export a file. 
3. Click the Procore tab.
4. Click Export Model. 
5. Select the relevant project folder.
6. Select the type of file that you want to export. 
   Note: If you export native DWG or RVT, the export will be the entire file. If you export IFC or NWC, the active 3D view will be respected.
7. Enter a name for the file or select an existing file if you want to upload a new version.
8. Click Export.

1. Click the Procore tab in Navisworks®.
2. Click Open.
   Note: You will be prompted to log into Procore.
3. Click the 'Select a Project' menu and select the project you want to work in.
4. Navigate to the relevant folder.
5. Select the file that you want to open.
6. Click Open.
   The model will open in the viewer.

1. Click the Procore tab in Navisworks®.
2. Click Append.
3. Navigate to the relevant folder.
4. Select the file.
5. Click Append.

If you have made changes to a file in Navisworks®, you can save it in the plugin so that the file is updated in the project's Documents tool.
Note: This option is currently only available for federated NWF (.nwf) files. 

1. Click the Procore tab in Navisworks®.
2. Click Append.
3. Navigate to the relevant folder.
4. Select the file.
5. While the file is selected on the Procore tab, click Save.
6. Navigate to the project folder.
7. Enter a name for the updated file in the File Name field.
   
8. Click Save.
   The file will be saved as a .nwf file to Procore. You can also click Save to Computer if you need to save a copy to your computer.

The File Info window shows important information for files that you have opened in your project. If someone uploads a new version of the file, you will see a notification and be able to update to the latest version of the file. 

1. Click File Info to open the window.
   When a project receives an update, a Refresh button appears.
   
   
2. Click Refresh to view the latest version.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.
7. Click the Activity tab.
8. See actions for steps below:

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.
7. Click Actions and select Mark as Closed.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.
7. Click into any editable field to edit the information.
   Note: Changes are automatically saved when you click out of the field.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.
7. Click the 'Assignee' field and select a new assignee.
   Note: Changes are automatically saved when you click out of the field.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.
7. Click Reopen.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. On the co-ordination issue, click the information  icon.

1. Open Revit® on your computer.
2. Navigate to a 3D view in the project browser of Revit®.
3. Click the Procore tab.
4. Click Co-ordination Issues.
5. In the Co-ordination Issues side panel, select the project in Procore.
6. Click the co-ordination issue to show the location of the issue on the model.