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Publish a Model from the Documents Tool (Beta)

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 In Beta
This feature is currently in beta. 

Objective

To publish a model from Procore's Documents tool to the Models tool. 

Background

Publishing models to Procore allows teams to view and interact with models within Procore's web and mobile applications. This helps ensure that everyone has access to the latest model information, can collaborate more effectively, and reduce errors that could lead to rework. 

If you have models stored in the project's Documents tool, you can publish a model directly from the Documents tool instead of having to publish from Navisworks®. Note: If you want to publish from Navisworks® instead, see Publish a Model to Procore.

Things to Consider

  • Required User Permissions:
    • You must have all of the following permissions:
      • 'Admin' level permissions to the project's Models tool.
      • 'Standard' or 'Admin' level permissions to the project's Documents tool. 
      • 'Read Only' or higher level permissions to the Drawings tool (if you want to add and map 2D drawings to the model).
  • Additional Information:
    • This feature is not available in the Company level Documents tool.

Prerequisites

Steps

Step 1: Select the Model

  1. Navigate to the project's Documents tool.
  2. Locate the 3D model file that you want to publish to the Models tool.
  3. Right-click on the file and select Publish Model.
    OR
    Click the vertical ellipsis icon-ellipsis-vertical.png icon while the file is selected.
    OR
    Click on the model file to open it. Then click the model icon-3d-model-estimating.png icon in the right toolbar.
  4. On the 'Model Publishing' panel, click the + icon. 
    If a model has already been published from this file, you'll see it listed in the panel.

Step 2: Enter Model Information

  1. Under the 'Publish New Model' section, fill out the following information:
    • Model Name: Enter a name for the model in the field.
      Note: This will be the display name for viewing the model in Procore.
    • Model Status: Select one of the following statuses from the drop-down menu under Status:
      • Co-ordination: The model is still being coordinated and may be referenced for general purposes, but is not meant to be used for installation.
      • Construction: The model has been fully coordinated and ready to be used for installation or verification of installation.
      • As-Built: The model has been updated to reflect work in place.
    • Home View: The viewpoint you select as the 'Home Viewpoint' will be the thumbnail for the model, as well as the area the model opens to in the viewer. This viewpoint should provide a general overview of the model and be easy to navigate from.
      Notes:
      • The viewpoint is automatically added.
      • If you want to edit the viewpoint, adjust the view of your model in the viewer and hover over the home view image in the panel. Then click Update Home View.

Step 3A: Add 2D Drawings (Optional)

  1. In the 2D Map section, click Add Drawings.
  2. Select one of the following options to enter the elevation of the sheet:
    • Choose an existing level.
      1. Select a level from the drop-down menu.
    • Create a new level.
      1. Click Define a New Level.
      2. Select a location from the drop-down menu.
      3. Click an element in the model to automatically calculate the elevation.
        OR
        Enter a numerical value.
  3. Select a drawing from the Drawing drop-down menu.
    Note: If your project uses drawing areas, you must select an area from the Drawing Area drop-down menu first.
  4. Click Next.
    Note: You can add another 2D sheet before publishing your model. However, you will first need to map this sheet to the model. See Map the 2D Sheet to the Model below.

Step 3B: Map the 2D Sheet to the Model

  1. Click Start to select the same two points on the model.
    Tip!  We recommend turning on grid lines in Navisworks® for more precision. This setting is located under View > Show Grid. 
    Note: The grid line intersection must have an object on the Z axis.
  2. Click Save to confirm the points.
    Note: If you want to readjust the points, hover over the thumbnail and click Edit.
  3. Click Start to select two opposite points on the drawing.
    Tip!  We recommend selecting a grid line intersection within the project footprint.
    Note: The first point you select is labelled 'A' and the second is 'B'. If you want to clear the points and select them again, click Reset.
  4. Click Save.
    Note: If you need to readjust the points, you can hover over the drawing thumbnail and click Edit.
  5. Confirm that the points on the drawing and model match, then click Next.
  6. Optional: If you want to add additional 2D sheets, click Add Drawings under the 2D Map and repeat the steps above. 

Step 4: Publish the Model

  1. When you're ready to publish the model, click Publish. 
    Notes:
    • The model will appear in a loading state until it is finished publishing.
    • If you need to cancel the publishing, click the delete icon-delete-trash6.png icon.
  2. To view the published model in the model viewer, click the model in the panel. You can also open the model in the Models tool on Procore's web and mobile applications. See View a Model (Web), (iOS), or (Android).