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Procore

Review and Confirm Drawings (Tucker HiRise)

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Steps

  1. Click the 'Click here to go to review' link on the drawing upload tile.
    • If your drawing upload contains 8 or more sheets, you will see the 'Help Procore Auto-Label Your Upload' window.

      auto label.jpg

      In the window, complete 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 want Procore to evaluate a different drawing to yield more accurate results, click the 'Is the format of this drawing not typical for the set? Click here to try a different one' link.
      • Click Confirm and Go to Review.
        Note: This opens the Confirm New Drawings page where you will be able to review and confirm drawings.
  2. Verify all fields match the drawing sheet before confirming:
    Note: By default, Procore places focus on the lower right corner of the drawing. To change the focus of the image thumbnail, click-and-drag the image.
    • General Information
      • Drawing No.: Verify the drawing number.
      • Discipline: Verify the drawing discipline.
        Note: 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.
      • Drawing Title: Verify the title of the drawing.
    • Versions: Versions are ordered according to the Drawing Date field, but you can use a drag-and-drop operation to place this version you are currently uploaded into a different order. 
      Note: The version at the top is considered the current version.
      version-drawings-by-date.gif
       
      • Revision: Verify the revision field.
        Notes: 
        • When you upload a drawing that matches a drawing number that already exists in your Drawings log, Procore will mark this drawing as the next revision number or letter in the sequence. For example, if you previously uploaded revision 5 of drawing A2.1, and you are uploading a new revision now, revision 6 will appear in this field. 
        • Alphanumeric revision numbers are accepted (e.g. Revision Number A1, 1A, or A.1). To set which order is used on the configuration page of drawings, see Configure Advanced Settings: Drawings.
        • If you enter a number that already exists in your drawings log, you will be alerted that it is a duplicate revision. In order to add a drawing with the same revision field, one of the following fields must be unique: Drawing Set Name, Drawing Date, or Received Date.
      • Drawing Date and Received Date: Verify the dates or select them from the calendar. If you previously set the dates on the drawing upload page, Procore will use those dates, but you can change them as needed.
      • Drawing Set: This field is automatically populated based on the set you uploaded the drawings into.
  3. Optional: If a drawing is not appearing in the correct orientation, you can rotate the PDF before confirming the drawing. See Can I rotate a drawing in Procore?
    Note: You cannot rotate the drawing after you have confirmed the drawing.
    • Click Rotate Drawing.
      rotate-drawing.png
    • Click the clockwise or counter-clockwise rotate icons to rotate the drawing to the correct position.
    • Click Update. 
  4. Confirm your drawings:
    • If you only uploaded one drawing, or want to confirm one drawing at a time, click Confirm.
    • If you uploaded multiple drawings:
      1. Click through the set of drawings to ensure all information is correct. Tip! You can press the UP/DOWN arrows on your keyboard to scroll through drawings in the set.
        Note: Drawings you have clicked on are designated by the word 'Viewed' in the drawings list. If you view a drawing and leave the Revision field blank, a red dot appears on the drawing to indicate that there are unresolved errors.
        review-drawings-viewed-red-dot.png
        • Press SHIFT on your keyboard to be able to click and select multiple drawings that are in a row.
        • Press CONTROL (PC) or COMMAND (Mac) on your keyboard to be able to select multiple drawings individually.
      2. Click Confirm Selected. 
        OR
        If all drawings have been reviewed and no errors are present, click Confirm All. 
Optional: Remove Drawings

If drawings have been uploaded that do not need to be added to the drawings log, you can remove them as follows:

  • To delete one or more pending drawings, click the Delete at the bottom of the page.
  • To delete the entire drawing package, navigate to the Drawings landing page. In the In Review box, click the 'x' to remove the entire set. 

    remove entire set.png

Things to Consider

  • Required User Permission:
    • 'Admin' permissions on the Drawings tool.
      OR
    • 'Read Only' or 'Standard' permissions on the Drawings tool with the 'Upload and Review' granular permission enabled on the permission template. 
  • Additional Information: