Move Coordination Issues to Observations with the Procore BIM Plugin

Some design issues must be resolved on-site. Instead of closing an issue and risking losing track of it, use the Move to Observation feature to seamlessly hand it off to field teams. This function formally transfers the item—either individually or in bulk—by closing the coordination issue and creating a linked file in the Observations tool. By connecting office and field teams, this workflow ensures every issue is tracked to resolution, maintaining a clear record for model sign-off.

• Required User Permissions

• Additional Information:

  • Users can only move issues in the Open or Released status.

  • Users can also bulk-edit the Type, Description, Assignee, Private (checkbox), and Attachments fields. To learn more, see Bulk Edit Coordination Issues.

  • Procore automatically copies the Title, Location, and Trade entries for each issue to the new observation.

  • Procore links new observations to each issue's General tab.

• Required User Permissions

• Additional Information:

  • Users can only move issues in the Open or Released status.

  • Users can also bulk-edit the Type, Description, Assignee, Private (checkbox), and Attachments fields. To learn more, see Bulk Edit Coordination Issues.

  • Procore automatically copies the Title, Location, and Trade entries for each issue to the new observation.

  • Procore links new observations to each issue's General tab.

1. Open Navisworks® and a model on your computer. See Getting Started Using the Procore Plugin.

2. With the Procore tab selected, click Issues List.

3. Hover over the desired issue.

4. Click Info.

5. Click the vertical ellipsis icon.

6. Click Move to Observation.

7. Complete the remaining fields for the observation. See Create an Observation.

8. Click Create. A message confirms a successful move and adds the new issue to the Observations tool. It's status changes from 'Moved to Observation'.