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Procore

Upload Drawings

Objective

To upload a drawing to a Procore project using the Drawings tool.

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • If your project uses Drawing Areas, you must be in the area you want to add drawings to before you upload.
    • Drawings must be uploaded in the PDF file format.
    • When uploading a multi-page a PDF, Procore automatically splits each page into a separate drawing. 
    • Procore leverages Optical Character Recognition (OCR) technology to intelligently discover and pre-fill the Drawing No., Title, and Discipline fields with the correct value.
    • If your drawing upload fails, it could be due to a file that is encrypted, password protected, or corrupt. See Why are my drawing uploads failing?
    • Notification emails are sent after the upload has completed processing. See Who receives a notification for updates in the Drawings tool?
      • If an 'Admin' on the Drawings tool has uploaded drawings, only that user will receive a notification email.
      • If a user with 'Read-only' or 'Standard' permissions has uploaded drawings, all users with 'Admin' on the project's Drawings tool will receive a notification email so that the drawings can be reviewed and confirmed.

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Video content may not accurately reflect the current state of the system, and/or it may be out of date.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 the project's Drawings tool.
    Important! If your project uses Drawing Areas, you must be in the area you want to add drawings to before you upload. If you want to upload drawings to a different area, click the "Drawing Areas" link, then click the area you want to navigate to.
  2. Click Upload Drawings.
  3. In the Upload New Drawing (PDF File Format Only) window, fill out the following information.
    Note: An asterisk (*) denotes a required field.


     
    • Files*: Attach drawings as either one PDF or multiple PDFs.
      Tip! Make sure your drawings are best formatted for OCR. See How can I improve the accuracy of OCR on my drawings? 
      • 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
        OR
      • Drag-and-drop the drawings to upload to the 'Drop File(s) Here' box. 
    • Set*: Click the drop-down menu to select an existing set, or select Create New Set to create a new one. If creating a new set, enter a name in the text box next to 'named'.
      Note: The drawing set name must be less than 100 characters.
    • Set Date: This is the date that the architect sent out the set of drawings. If adding to an existing set, Procore populates this field automatically. 
      • If creating a new set, click the calendar icon to select a set date.
    • Default Drawing Date: Indicates the date the drawings were authored. The date selected here will appear as the 'Drawing Date' on all drawings in the set.
      • Click the calendar icon to select the default drawing date. 
    • Default Received Date: Indicates the date a drawing was received or issued by its author (i.e. the design team).
      • Click the calendar icon to select the date the drawing was received.
    • Advanced Options: Click the arrow next to Advanced Options to expand the following options.
      • Drawing Revision: If your 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 (e.g. A203.01), the number will be separated at the decimal. The first portion becomes the Drawing Number (e.g. A203), and the portion following the decimal becomes the Revision (e.g. Rev 01). This revision number or letter will appear in the drawings list page after uploading, and in the "Revision" field in the Drawings tool.
      • 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.
    • When your upload completes, you will receive a notification email. 
  5. After the upload is complete, click Click here to review to review the drawings. 

    review drawings.png

See Also 

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