1.3 cmBuilder Embedded Experience in Procore

How to access cmBuilder Site Plan in Procore

  1. Click on the intended project from the Projects display page. Procore company and project selector menu for choosing a project to open in cmBuilderProcore project home page for the selected project   
  2. From the Project page, click on the cmBuilder app from the Procore app menu.                                            Procore project Apps menu with cmBuilder highlighted
  3. Site Plan for the main scenario will be displayed.

Note:

  • Selected project must be linked to Procore with a pre-created scenario in cmBuilder.
  • All Site Plan functionalities can be used in the Procore interface.                                                           cmBuilder Site Plan of the main scenario displayed inside the Procore interface

How to create scenarios without leaving the Procore interface

  1. Click on the cmBuilder logo on the top navigation menu.                                                                       Embedded cmBuilder in Procore with the cmBuilder logo in the top navigation highlighted 
  2. Click Create Scenario on the scenario window.                                                                                         Embedded cmBuilder project page in Procore with Create Scenario and the Set as main scenario menu option 
  3. To set as main scenario, click on the three dots menu next to the scenario name.
  4. Select to "Set as main scenario" from dropdown menu.

Note:

Main scenario refers to the scenario that shows up as the default one when accessing a project Site Plan.

 

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