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Upload Drawing Revisions

(Note: These instructions are an abbreviated version of those in Upload Drawings. This is because, when you upload drawing revisions to Procore, Procore will recognize the drawing number as a duplicate of one you've already uploaded and mark it as a revision of the existing drawing. The drawing revision will automatically appear under the Revision History of the existing drawing.)

Objective

To upload revisions of existing drawings to Procore's Drawings tool. 

Things to Consider

  • Required User Permission: 'Admin' on the project's Drawings tool.
  • You can only upload drawings that are saved as PDFs. (e.g. drawing.pdf)
  • If you previously added markups to an existing drawing in Procore and then upload a newer revision of that same drawing, the existing markups on the previous revision will be preserved and inherited by the new drawing. You should automatically see all of the same personal and published markups on top of the new revision. However, if you add markups to the old revision after a newer revision is uploaded, it will not push the markups to the new revision. 
    • Please note that sketches will not carry over to a new revision upon uploading.

Steps

  1. Navigate to your project's Drawings tool.
  2. Click on the Upload Drawings button on the left side of the window as if you were uploading an original drawing.
  3. A pop-up window will display with the following options:

    upload-drawing.png
    • 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.
  5. After the files have been uploaded to Procore's database, click Click Here to Review and Publish. If the drawing numbers are the same, Procore will automatically recognize with OCR the Drawing number, title, and discipline.

    If the drawing has the same number as a drawing in the same area, it will fill in the rest of the information including the next revision number (in sequence with the lastly uploaded revision with that number).
     
  6. Click Publish after updating each individual drawing, or select some or all of the drawings (by clicking the Select all on page) using the checkboxes to the right and select Publish Selected to publish multiple at once.


     
  7. Click All in the top right pane to see your revisions in the Drawing Log page with the appropriate revisions.
  8. To compare revisions, see Compare Drawing Revisions.
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Last modified
10:29, 28 Jun 2017

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