Installing the Inertia Integration from the Procore Marketplace

Quick menu:

• Installation Steps- How to install the Inertia app in your Procore Project

• Project Creation- Launch the Inertia app in Procore to finish linking your project with Inertia. Take a test drive with ICDs by linking a sample set of drawings to your project!

Getting Started

1. From your Procore account, navigate to the Procore Marketplace.

2. Search for the Inertia app, or click here: Inertia App.

3. In the upper right corner, select the orange Install App button.

4. Select Install to confirm.

5. You will receive a confirmation message stating the installation was successful. 

6. On the App Management page, locate the Inertia app and select View.

7. Select Configurations.

8. Select Create Configuration.

9. Create your app configuration.

• Use the Projects dropdown to select the projects you want to apply the App configuration to. Select Global Projects Config if you want to apply the configuration to all active and future projects in the company.
• Enter the title Inertia
• Select Create to save the configuration

Completed configuration:

10. Return to the project homepage, and open the Apps dropdown in the upper right to launch the Inertia app. 

11. Select Launch when prompted.

Project Creation

If you have been instructed by the Inertia team to create a new project, proceed with the steps outlined below.

1. After hitting the Launch button, you will be prompted to create a new project in Inertia. Enter the name of the project, and the primary permit number (optional).

Want to test drive some ICDs right away? Select "Add Sample ICDs" on this screen. This will automatically add a set of drawings to your project so you can familiarize yourself with using ICDs, as well as for training and evaluation purposes. Once your production project is ready, Inertia Support will will remove the sample ICDs from your project.

2. Select Create the Project to save. (*Please note - the project import process typically only takes a few minutes, but may take as long as 45-60 minutes, depending on your project.)

3. When the project has been created successfully, please email your Inertia contact or help@inertiasystems.com to confirm your app install. You may be prompted to upload your BIM model, but your Inertia Onboarding team will work with you directly to add the model to your project.