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Procore

Reassign a Coordination Issue

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Objective

To reassign a coordination issue to another user in the project.

Background

Reassigning a co-ordination issue transfers ownership and responsibility for its resolution to another person on the project. For example, you may need to reassign an issue if it was initially given to the wrong person, if a team member's role has changed, or if a different specialist's expertise is required to solve the problem. This ensures the right person is notified and held accountable for taking the necessary steps.

Things to Consider

  • Required User Permissions:
    • To reassign or be assigned to a co-ordination issue, 'Standard' or 'Admin' level permission on the project's Co-ordination Issues tool.
  • Additional Information:
    • You must be the current Assignee to reassign an issue. 'Admin' users can reassign any issue by editing it directly.
    • You cannot reassign issues in these statuses: Elevated or Ready for Review
    • All reassignments are automatically logged in the issue's Activity tab.
    • Changes sync automatically from the Procore web application to the Procore BIM plugin. To see plugin edits on the web, you may need to refresh your browser.

Steps

From the Procore Plugin for Co-ordination Issues

  1. Open the Navisworks® application on your computer.
  2. Open the model you want to view.
    Note: Make sure the model is associated with a project in Procore. See Associate a Model with a Procore Project.
  3. Click the Procore tab to open the Procore plugin.
    Tip! Click the title bar of the Procore plugin and drag it to the right side panel of the application so you can easily view both Procore and your model at the same time.
  4. Hover over the issue you want to reassign, then click the Respond drop-down menu.
  5. Click Reassign.
  6. Click the New Assignee drop-down menu to select a user.
    Note: Only users with 'Standard' or 'Admin' permissions to the Co-ordination Issues tool are available to select.
  7. Optional: Enter a comment in the Comment text box.
  8. Optional: Click Add to add a snapshot of the model.
  9. Click Update.
    Note: A banner will indicate that the issue was successfully reassigned and the co-ordination issue will update with the new assignee listed.  

From the Documents Plugin for Autodesk

  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-info3.png icon.
  7. Click the 'Assignee' field and select a new assignee.
    Note: Changes are automatically saved when you click out of the field.

From the Co-Ordination Issues Tool ​​​​​​

  1. Navigate to the project's Co-ordination Issues tool on app.procore.com.
  2. Choose one of these options:

Reassign a single co-ordination issue

  1. Click the Issue link to view its details in the side panel.
  2. Search for and select a different user in the Assignee list.

Reassign co-ordination issues in bulk

  1. In the table, select one or more issues as follows:
    • To select one or more specific issues, mark the desired checkboxes in the Issues column.
    • To select all issues, mark the checkbox in the table header on the Issues column. 
  2. Click the icon-edit-esticom.svg pencil icon to open the Bulk Edit side panel. 
  3. In the side panel, search for and select a different user in the Assignee list.
  4. Click Update # Issues.