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Upload Drawings

Objective

To upload a drawing to a Procore project using the Drawings tool.

Things to Consider

  • Required User Permissions: 'Admin' level permissions for the Drawings tool.
  • Drawings must be uploaded in the PDF file format.
  • When uploading a multi-page a PDF, Procore automatically splits each page into a separate drawing. 
  • Procore leverages Optical Character Recognition (OCR) technology to intelligently discover and pre-fill the Drawing No., Title, and Discipline fields with the correct value.
  • If your drawing upload fails, it could be due to a file that is encrypted, password protected, or corrupt. Please contact support@procore.com if you have any questions.

Steps

  1. Navigate to the project's Drawings tool.
  2. Click the Upload Drawings button in the right pane.
  3. In the Upload New Drawing (PDF File Format Only) window, fill out the following information.


     
    • Files: Attach your drawings as either one PDF or as multiple PDFs. In either case, you'll want to make sure your drawings are best formatted for OCR. See How can I improve the accuracy of OCR on my drawings?)  You have two options for uploading:
      • Click Attach File(s) and choose one of these options from the shortcut menu: Upload a File From Your Computer or Select a File from Procore
      • Drag-and-drop the drawings to upload to the Drop File(s) Here box. 
    • Set: Select an existing set from the drop-down menu, or select Create New Set and enter a name for the drawing set in the Named box. This is a required field.
    • Set Date: This is the date that the architect sent out the set of drawings. If you are creating a new set, select a date from the calendar. If adding to an existing set, Procore populates this field automatically. 
    • (Optional) Default Drawing Date:  Choose the drawing date. This is the date the drawings were authored. The date selected here will be used as the Drawing Date on all drawings in the set.
    • (Optional) Default Received Date: Choose the date the drawing was received. This is used to designate the date a drawing was received or issued by its author. For example, you may want to capture the date the drawing was received from an architect. 
    • Advanced Options: Click the arrow next to Advanced Options to expand the following options.
      • Drawing Revision: If your whole set has a default drawing revision number or letter, you can add it here. The revision entered here will be set as the "Revision" on all drawings in this upload. This should be used when the revision is known and is the same for all drawings in the upload. If a default revision is not specified Procore will use the drawing number to determine the revision. 
      • Drawing No. Contains Rev: If the drawing numbers in this set have a decimal number followed by 2 more digits at the end (e.g. A203.00), the number will be separated at the decimal. The first part becomes Drawing Number, the number following the decimal becomes the revision number. This revision number will appear in the drawings list page after uploading, and it will appear in the "Revision No." field on the review page detailed below.
      • Get No./Title: From Filename: If you are uploading individual drawing sheets, Procore is able to pull the number and title of a drawing based off of the filename. This will bypass OCR and give you a higher accuracy in the naming of your drawings. It's important that the filename exactly matches the following format: 
        • Number_Title.pdf.
          Important! If there is no underscore between the number and title, the whole filename becomes the drawing number.
  4. Click Process. The progress indicator shows the status of the upload in the right pane.


     
    • If you want to be notified by email when the upload is complete, click the click here link. 
  5. After the upload is complete, click Click here to review and publish to review the drawings. 

Review Drawings

  1. Verify that Procore has read the drawings correctly by selecting the correct number and title from the dropdown menus.
    • If you'd like Procore to try on a different drawing, click Is the format of this drawing not typical for the set? Click here to try a different one.
  2. Click Confirm and go to review.
  3. On the Pending Drawings page, review each drawing's information to make sure it's correct. Procore fills this information using OCR. Because it's done by a computer, we recommend verifying each field before publishing.
    • Drawing No.: Enter the desired number. This should match what is on the drawing.
    • Drawing Title: Enter the desired name. This should match what is on the drawing.
    • Revision Number: Enter the desired revision number, letter or combination of the two. When you upload a drawing that matches a drawing number already in your Drawings log, it will mark this drawing as the next revision in the sequence. (e.g. if you previously uploaded revision 5 of drawing A2.1, and you're uploading a new revision now, revision 6 will appear in this field.) Procore will automatically increment this value for you so you can simply verify its correct or you can increment it as desired. 
      (Note: Alphanumeric revision numbers are accepted (e.g. Revision Number A1, 1A, or A.1). Set which order is used on the configuration page of drawings. See Configure Advanced Settings: Drawings.)
    • Discipline: Enter the drawing discipline here. This classifies the drawing by the discipline that it represents.   This field is automatically recognized by the letters that appear before the drawing number. You can set which letters designate which disciplines by following the directions here: Configure Default Drawing Disciplines.
  4. Drawing Date and Received Date, select dates from the calendar here. If you previously set the dates as specified in the drawing upload page, Procore uses those dates. You may change them as needed.


     
  5. If you uploaded more that one drawing, you have these review options:

    • To select all of the drawings, place a check mark in the Select All on Page box. 
    • To select only specific drawing(s), place a check mark next to the desired thumbnail(s). 
    • To delete one or more pending drawings, click the X to the right of each desired drawing.
    • To delete the entire drawing package, navigate to the right pane. At the top of the In Review box, click the X to remove the entire set. 
      (Note: This cannot be undone.)
      • To change the system focus of the image thumbnail, click-and-drag the image to pan it into the desired focus. By default, Procore places focus on the lower right corner of the drawing. 
  6. When all of your drawings are as you want them to be, click Publish or Publish Selected.

View Published Drawings

Once published, drawings are categorized by Discipline in the Current Drawings page by default. This shows the latest revisions of your drawings. Drawings marked obsolete are not listed.

  • If you want to view all drawings, navigate to Filter Drawings By in the right pane. Then select All from the Discipline drop-down list.
  • If you want to view only the drawings in a specific set, select the set name from the Drawing Set list.

You also have a variety of options to manage drawings in Procore. See Manage Drawing Log.

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Last modified
10:43, 9 Nov 2016

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