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Procore

Configure Advanced Settings: Drawings

Objective

To configure the advanced settings of your project's Drawings tool.

Background

If you're a Project Administrator, you may find it useful to customize a project's Drawings options by using the Drawings tool's advanced configuration settings. For example, you can control how revisions are ordered, add subscribers to your drawings so that they are automatically notified when the "current set" changes new revisions are uploaded, as well as control each user's permissions levels on the Drawing tool.

Things to Consider

  • Required User Permission: 'Admin' on the project's Drawings tool.
  • Any changes to the Drawings settings will be made project-wide. This means that any changes will affect how the Drawings tool is used by other users in your project. 

Video

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to your project's Drawings tool.

  2. Click the Configure settings  icon.

  3. When you make changes to each of the sub-tabs, click Update at the bottom of the page to save your settings.

Drawing Log Settings

  1. In General Settings, you can edit how your drawings are seen in the Log page, add or delete subscribers to your drawings, and edit information about your drawing sets. 

    drawing settings 08.23.2018.png
    • Drawing Log Subscribers: Add or delete users who have or wish to be subscribed to your Drawings page. This will send subscribed users email updates whenever a new drawing is uploaded to any set. (Note: If you add a group to the drawing log subscribers, any additions or subtractions to the group will not be reflected in this list. For example, if you add a person to an "Internal" group in the Directory, that person will not be added to the drawing log subscribers to reflect the group change.) See Subscribe to the Drawings Log.
    • Number of Drawings per Page: Select how many drawings will appear on your Drawings Log page. (Note: Selecting a lower number will result in faster page load times of the Drawing Log's list page.)
    • Allow Standard Level Users to Delete Published Markup: Mark this checkbox if you would like users with 'Standard' level access to the Drawings tool to be able to delete any published markups. See Allow Users To Delete Published Markups.
    • Enable Drawings By Area: Mark the checkbox to enable drawings by area on your project. See the following articles for more information.

​Edit Drawing Sets

  • Edit the information for each of your drawing sets and delete empty sets.
    Note: You cannot delete sets with drawings in them; you must first delete all drawings in the set before you can delete the cooresponding drawing set. See Delete Drawings.
    For more information on your options in this section, see Edit a Drawing Set.

Edit Drawing Disciplines

  • Drag and drop items to reorder your present disciplines, which affects how they are ordered on your Drawing Log's list page. You can also delete disciplines that you have manually set up. For information on configuring custom disciplines for automatic recognition when uploading new drawings, see Configure Default Disciplines. Note: Procore's automatic disciplines cannot be deleted. However, you can change which letter goes with which discipline on the configuration page lined above.
    See Also: Move Drawing DisciplinesRename Drawing Disciplines

Permissions Table

  1. Click on Permissions Table sub tab to manage user permissions of the Drawings tool. 
  2. Set each user's permission for the Drawings tool according to your preferences.  
    • check.png Access 
  3. For a full list of what users can do in the Drawings tool, see the Permissions Matrix.
    • In the screenshot below, the user has "Standard" permissions on the Drawings tool. This means that the user can perform all actions of 'Read-only' users, as well as email drawings, destroy all pending revisions, publish markups, upload a drawing sketch, and create a drawing set.

      drawingsuser permissions .png

 

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