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Procore

Import Viewpoints to the Co-Ordination Issues Tool

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Objective

To import viewpoints from Navisworks® to the Co-ordination Issues tool using the Procore plugin.

Background

Importing viewpoints from Navisworks® to Procore helps your teams transition from using a viewpoints workflow to using the Procore Co-ordination Issues tool and plugin. Imported viewpoints will be created as issues in the Co-ordination Issues tool so they can be tracked and managed in Procore.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Co-ordination Issues tool.
  • Additional Information:
    • Information from a viewpoint is carried over to the issue created from the import:
      • The title of the viewpoint becomes the Title of the coordination issue.
      • Any comments on the viewpoint are carried over to the Description field of the issue.
      • Any markups on the viewpoint, excluding Cloud markups, are also included on the issue.
    • To prevent duplication or redundant issues from being imported, a folder that has already been imported from through the plugin will not be available as an option to select for another import.

Video

Steps

  1. Open the Navisworks® application on your computer.
  2. Click the Procore tab to open the Procore plugin.
  3. Open the model you want to import viewpoints from.
  4. In the plugin, click the ellipsis icon to open the drop-down menu.

    plugin-ellipsis.png
     
  5. Click Import from Viewpoints.
    Note: All folders and viewpoints will be shown in the 'Convert Viewpoints to Issues' window.
  6. Mark the checkbox next to a viewpoint to select a single viewpoint or the checkbox next to a folder containing multiple viewpoints.
    Note: Click Select All to import all viewpoints.
  7. Select the following fields from the drop-down menus:
    Note: Fields with an asterisk * are required.
    • Status*
      • Open: Select to create new issues that require action.
      • Closed: Select to create historical issues that have already been resolved.
    • Assignee
    • Location
  8. Click Create.
    Note: All viewpoints will be created as issues in the project.