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Review Drawings

Objective

To review and publish drawings uploaded to the project's Drawings tool. 

Things to Consider

  • Required User Permission:
    • 'Admin' level permissions on the Drawings tool.
  • Prerequisite:
  • Additional Information:
    • If you find that drawing field names (e.g. Drawing No., Title, and Discipline) are not being populated correctly, you may want to update your drawings and re-upload them before you publish the initial drawing set. See How can I improve the accuracy of OCR on my drawings?

Steps

  1. Upload a drawing or drawing revision. For details, see Upload Drawings or Upload Drawing Revisions.
  2. In the Help Procore Auto-Label Your Upload window, do the following:
    • Verify that Procore has read the drawings correctly by selecting the correct number and title from the Drawing Number and Drawing Title drop-down menus.
      Note: If you'd like Procore to evaluate a different drawing to yield more accurate results, click Is the format of this drawing not typical for the set? Click here to try a different one.


       
    • Click Confirm and Go to Review.
      This opens the Pending Drawings page.
  3. Because Procore populates this information using Optical Character Recognition (OCR), it is strongly recommended that you verify all fields before proceeding with the publishing step:
    • 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.


       
    • 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.
    • 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. 
      • If you enter a number that is already used in your drawings log, you will be prompted to enter a unique revision number.
      • 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.
    • Drawing Title: Enter the desired name. This should match what is on the drawing.
    • Drawing No.: Enter the desired number. This should match what is on the drawing.
  4. If you uploaded multiple drawings, choose from 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. 
    • 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. 
  5. Click Confirm or Confirm Selected
    The selected drawings are confirmed. 

Next Step

  1. Publish Drawings
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Last modified
14:48, 17 Oct 2017

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