Create Issues in Model Coordination

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.

Configure Issue Settings in Docs

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, root causes.

Create an Issue

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:

Access the viewer to start creating clash issues which include coloring and clash data:

Next, for either coordination or clash issues:

  1. Click Create issue at the bottom of the list of issues in the viewer:

    Note: You can't create an issue if more than 200 models are open in the viewer.
  2. Choose from Types or Templates:

    • Types are preconfigured or created in the Type settings in Docs.
    • Templates have an associated type and can contain prepopulated information to make creating issue faster. Templates are created in the Templates settings in Docs.
    Note: When you place your issue, the issue status will vary depending on how the selected Type or Template has been configured by your project administrator in Docs. See Edit Issue Details below for more details.

Place Issue and Create Thumbnail

When you place an issue on a model in Model Coordination, this will create a thumbnail which includes the issue pushpin.

  1. Click the relevant place on the model to place the issue pushpin. This will be published automatically.

    Note: If multiple models are open in the viewer, the issue will be associated with the model where the pushpin is placed. In Build and Docs, the Placement field of the issue will refer to that model file. We recommend placing the pushpin on the model that needs to be modified (for example, a clash issue pushpin could be placed on a model that should be moved for clash reasons).

    The new issue thumbnail will display in the issues Details tab. You can click the thumbnail to open the full size version.

    Note: If you create an issue from the Clashes tab, the thumbnail will display the issue pushpin and the clash coloring and aggregated models.

    Important: The issue thumbnail feature is not supported in Navisworks. However, a photo reference will still be added to the References section and Model Coordination but the image will not display the issue pushpin.

Create thumbnail for existing issue

You can create thumbnails for issues which were previously created without thumbnails.

  1. Click the issues tab icon in the viewer.

  2. Click the relevant existing issue.

  3. 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.

Add Markups to Issue Thumbnail

To add markups to an issue thumbnail:

  1. Click the pen icon in the lower left corner of the issue thumbnail to activate markup mode.

  2. Select a tool from the markup toolbar on the right and start creating your markups.

    Note: The photos, issues, and measurement feature markups are not included in the markups toolbar.
  3. Edit, duplicate, or delete the markups as required.

  4. Click Save thumbnail when you have finished.

    Note: Markups cannot be edited after you've saved the thumbnail.

    The thumbnail will now display the issue pushpin and the added markups.

Update Markups on Issue Thumbnail

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.

  1. Click the camera icon in the lower left corner of the issue thumbnail.

  2. Click Take new thumbnail.

    The new thumbnail will display in the original viewer perspective that was captured at the time the issue was created.

  3. Click the pen icon to add new markups.

  4. Click Save thumbnail when you have finished.

    Important: If you create an issue in Model Coordination, open it in Docs or Build and take a new thumbnail or add markups, you will lose the aggregated models context for coordination and clash issues, and the clash coloring for clash issues. This is shown in the following image:

Edit Issue Details

After you've placed your issue and added markups to the issue thumbnail, you need to edit 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:

Required fields

Optional fields

Custom fields