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Procore

Link Items to a Drawing (iOS)

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Objective

To link items to drawings in the project's Drawings tool on an iOS mobile device.

Things to Consider

Required User Permissions:

  • 'Standard' or 'Admin' permissions on the Drawings tool.

Additional Information:

  • This asset/item can be viewed or edited in offline mode provided that the asset/item was previously viewed and cached on your mobile device.

Steps

  1. Navigate to the project's Drawings tool on an iOS mobile device.
  2. Tap the drawing you want to add an item to.
  3. Tap either the Cloud / Arrow or Square / Circle icons in the drawing markup toolbar. See Markup a Drawing (iOS).
  4. Draw the shape or arrow on the drawing.
  5. Tap Link.
  6. Select the type of item you want to link:
    • RFI
    • Submittal
    • Document
    • Observation
    • Inspection
  7. Select an item from the list to add to the drawing.
  8. Tap outside of the markup.
    Note: Changes are automatically saved.
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