When reviewing clashes, models, or views in Model Coordination, you can create an issue to indicate that something in the design requires investigation.
Issues can be created in the viewer from the Issues tab to create a coordination issue directly on a model, or the Clashes tab to create issues from specific clashes. Issues can also be viewed, filtered, and opened in the Issues tool in Model Coordination, Docs, and Build.
Before creating issues in your project, a project administrator needs to configure the issue settings in Docs which are then inherited by Model Coordination. These include permissions for viewing and creating issues, and also managing settings such as categories and types, custom fields, and root causes.
You can use different tools in Model Coordination to access the viewer before creating a coordination or clash issue.
Access the viewer to start creating coordination issues which have no coloring or clash data:
Models tool: Select the relevant models and click Open in viewer.
Views tool: Click the name of the relevant view.
When the viewer opens, click the issues icon in the left side navigation.
Issues tool: Click the relevant issue to open the issue details panel. Scroll to the Placement section and click the file name.
Access the viewer to start creating clash issues which include coloring and clash data:
Clashes tool: Click either a primary model in the vertical column, or a numbered cell in the clash grid. When the viewer opens in the Clashes tab, select the relevant clash groups or clashes.
Next, for either coordination or clash issues:
Click Create issue at the bottom of the list of issues in the viewer:
Choose from Types or Templates:
When you place an issue on a model in Model Coordination, this will create a thumbnail which includes the issue pushpin.
Click the relevant place on the model to place the issue pushpin. This will be published automatically.
The new issue thumbnail will display in the issues Details tab. You can click the thumbnail to open the full size version.
You can create thumbnails for issues which were previously created without thumbnails.
Click the issues tab icon in the viewer.
Click the relevant existing issue.
Click the Take issue thumbnail icon.
This thumbnail will match the perspective of the issue at the time it was created. If you've changed the camera angle or zoomed the perspective, the viewer will revert to the default position at the time of issue creation and then take the thumbnail.
Once the thumbnail is created, you can add markups.
To add markups to an issue thumbnail:
Click the pen icon in the lower left corner of the issue thumbnail to activate markup mode.
Select a tool from the markup toolbar on the right and start creating your markups.
Edit, duplicate, or delete the markups as required.
Click Save thumbnail when you have finished.
The thumbnail will now display the issue pushpin and the added markups.
To update markups on an issue thumbnail, you need to retake the thumbnail. This will reset the thumbnail to the original perspective at time of issue creation, and also discard all markups previously added to the thumbnail.
Click the camera icon in the lower left corner of the issue thumbnail.
Click Take new thumbnail.
The new thumbnail will display in the original viewer perspective that was captured at the time the issue was created.
Click the pen icon to add new markups.
Click Save thumbnail when you have finished.
After you've placed your issue and added markups to the issue thumbnail, you need to add the issue details.
The Details tab displays issue fields which vary depending on the Type or Template you selected when you created the issue. The Type or Template will have been configured by your project administrator in Docs in issue settings and can include:
Title: Enter a title for your issue. You can search for issues based on their title in the Issues tool.
Status: The assigned status will vary and depends if you've selected a:
Type or Template which has required fields. The status will be set as Draft. You can update the status to Open or keep as Draft when all the required fields are completed.
Type which doesn't have required fields. The status will be set as Open.
Template which doesn't have required fields and a status other than Draft or Open. The status will be set as defined in the template.
Project administrators can configure which statuses are available in the Issue Statuses settings.
Type: You change the issue type if necessary. The types are organized under categories. Project administrators can configure categories and types in the Issue Types settings in Docs.
Other fields may also be required based on your project’s issue field settings. These fields are marked with an asterisk.
Description
Assigned to: Select a member, role, or company from the drop-down list, or type a name to filter the list of options. Assignees will receive an email notification with a link to the issue.
Location: Select a location from the drop-down list. If a project administrator has mapped areas of the model to locations, the location field is populated automatically when a pushpin is placed in that area. Learn more about Locations.
Placement: This field shows the name of the file that the issue has been placed on.
Due date
Start date
Root cause: Select a root cause. Project administrators can configure root causes in the Root causes settings.
Any custom fields will display below the Root cause field.
References: Add references including photos, files, schedules, RFIs, assets, submittals, PCOs, and forms.
Comments: Add comments related to the issue. Use @ to mention a specific member, role, or company.
All issues created against models that are contained in the current coordination space are listed in the Issues tool in Model Coordination. From there you can filter the issues log to show only those issues that were created from clashes. Issues created in Model Coordination also display in the Issues tool in Docs.