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Procore

Add Observations to a Drawing

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Objective

To link observations to a drawing.

Things to Consider

Steps

  1. Navigate to the project's Drawings tool.
  2. Click Open next to the drawing you want to mark up.
    Note: You can also click Info next to the drawing, then click Open in Viewer / Markup.
  3. Click the Markup icon.

    markup in the toolbar
     
  4. Click the Obs icon from the Markup toolbar. See Mark Up a Drawing
    Note: Obs is short for observations.

    markup observation
     
  5. Click on the drawing where you'd like to place the observation. 
  6. In the Link an Observation box, begin typing to search for the observation you want to add.
    Tip: Double-click to bring up a list of all the observations in the project that you have access to.
  7. Click the observation that you want to add to the drawing. 
    Note: The color of the observation pin will depend on the status of the observation selected.
    • Blue: Initiated
    • Yellow: Ready for Review
    • Red: Not Accepted
    • Gray: Closed
  8. Once the observation is complete, the tag will represent the number of the item.
    Note: You may not move the icon once you've published the observation for everyone on the project to see on the published layer.

See Also

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