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Procore

Create or Link Coordination Issues on a Drawing

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When you create a co-ordination issue on a drawing in Procore, the system automatically adds a snapshot and a link to that spot. This link gives your project team the context they need to learn about and fix the issue.

Things to Consider

  • Required User Permissions

  • Additional Information:

    • Creating a new issue or linking an existing one automatically adds the markup to the drawing for anyone with access to the Drawings tool.

    • When you create a co-ordination issue, it automatically includes a snapshot and a link to the original drawing. This helps users easily reference the drawing from the Co-ordination Issues tool.

    • When using the Pin method, the colour of the pin indicates the status of the linked issue:

      • Blue: Open or Released

      • Yellow: Ready for Review

      • Red: Elevated to an RFI

      • Grey: Closed

Steps

  1. Navigate to the project's Drawings tool.

  2. Find the drawing to markup. If your team is using Drawing Areas, you may need to open the area first.

  3. Click the Drawing No. link to open it.

  4. In the top navigation, click the Markup icon. This opens the markup toolbar.

  5. Continue as follows:

To pin co-ordination issues to a drawing:

  1. Click Pins Drawings Toolbar Pin in the markup toolbar.

     Tip
    Don't see the Pins icon? If Pins isn't visible, another pin type (like Photos or Defect) might be active. Click that icon to expand the menu and then click Issues. See Mark Up a Drawing.

  2. Click the area on the drawing where you want the pin to appear. A shortcut menu appears.

    • To create a pin and link it to a new issue:

      1. Choose Create New Co-ordination Issue to open the side panel.

      2. Complete the issue's required fields. Learn about each field in Create Co-ordination Issues on a Drawing.

      3. Click Create.
        Procore pins the issue to the drawing and adds it to the Co-ordination Issues tool. Click Publish to share the pin with other users. Once published, the system automatically creates a snapshot.

    • To link a pin to an existing issue:

      1. Choose Link to Existing Co-ordination Issue to open the side panel.

      2. Search for and select the issue you want in the selection box. You can double-click this box to reveal a full list of your project's co-ordination issues.

      3. (Optional) To share the pin with others, click Publish.

To add or link a co-ordination issue to another markup type:

  1. Click an icon on the markup toolbar (such as Cloud, Arrow, or Text).

  2. Click the area on the drawing where you want the markup to appear.

  3. Click the Paperclip Icon Link Item icon and choose Co-ordination Issue from the shortcut menu.
    Link Co-ordination Issue

    • To create a new co-ordination issue for the selected markup type:

      1. Choose Create New Co-ordination Issue to open the side panel.

      2. Complete the issue's required fields. Learn about each field in Create Co-ordination Issues on a Drawing.

      3. Click Create.
        Procore pins the issue to the drawing and adds it to the Co-ordination Issues tool. Click Publish to share the pin with other users. Once published, the system automatically creates a snapshot.

    • To link an existing co-ordination issue to the selected markup type:

      1. Choose Link to Existing Co-ordination Issue to open the side panel.

      2. Search for and select the issue you want in the selection box. You can double-click this box to reveal a full list of your project's co-ordination issues.

      3. Click the co-ordination issue to link it to the drawing markup.

      4. (Optional) To share the pin with others, click Publish.

See Also