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Procore

Upload Documents to a Project in Procore Estimating

Objective

To upload drawings or attachments to a project in Procore Estimating.

Background

The Documents tab in a Procore Estimating project is where you can upload new documents or drawings and manage existing ones. After uploading drawings, you will need to set the Drawing Scale so that measurements can be referenced accurately. 

Things to Consider

Steps

  1. Navigate to the relevant project in Esticom.
  2. Click the Documents tab.
  3. See steps for the following options below:

To Upload Documents

  1. Click Upload Documents.
  2. Select Upload Attachments.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload

To Upload Drawings

  1. Click Upload Documents.
  2. Select Upload Drawings.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload
  5. After your upload has been processed, your drawings will appear on the Documents page.
    At this point, you can click Start Takeoff and set the Drawing Scale and begin the takeoff process. See the steps below.
 Important
Since the Drawing Scale determines the measurement between the drawing and actual project, it is important to configure the scale after uploading drawings.

To Set the Drawing Scale:

  1. Navigate to the Bid Board or Portfolio Planning tool and select the project.
    OR
    Navigate to the project's Estimating tool.
  2. Click the Takeoffs tab.
  3. Next to 'Drawing Scale' click Not Defined Yet.
  4. You can choose between using common scales or manually set the scale. Follow the relevant steps for your preference below:
To Use Common Scales
  1. Click the Common Scales option.
  2. Click the drop-down menu to select the relevant scale.

    drawing-common-scales.png
     
  3. Click Apply for This Drawing
    Note: If you want to apply the same scale for all plans, mark the checkbox next to Apply this scale to multiple drawings
  4. Optional: If you need to change the scale later, click the link next to 'Drawing Scale' to return to the Drawing Scale options. 
To Manually Set Scales 
  1. Click the Manually Set Scale option.

    manually-set-drawing-scale.png
     
  2. Click Manually Measure:
    This enables the reference line setting on the plan.
  3. Draw a reference line on the plan by clicking a point for the start and end of the distance. 
  4. Enter the known length of the distance in the feet (ft) and inches (in) fields.
  5. Click Save to apply the plan scale.
  6. Review the configured plan scale and click Apply for This Drawing.
    Note: If you want to apply the same scale for all plans, mark the checkbox next to Apply this scale to multiple drawings
  7. Optional: If you need to change the scale later, click the link next to 'Drawing Scale' to return to the Drawing Scale options.