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Procore

Document Management Process

  • All VDC documents are to be located here: Dropbox (Harvey's P&H)\All Employees\Jobs\202x Jobs\“Contractor Name”\“Job Name”\Design 

    • Equipment Folder – Any new or modified equipment spec sheets/additional information 

    • Plansets – All VDC prints to be located here 

    • Revit – All Revit/CAD models from external parties  

  • After a “final” print, it is the Engineering Team’s responsibility to copy the relevant documents to the All Employees\Job\Planset folder: Dropbox (Harvey's P&H)\All Employees\Jobs\202x Jobs\“Contractor Name”\“Job Name”\Planset 

    • A “final” planset includes any drawings that are to be used by the field installers 

  • After a "final" VDC Print all documents are to be saved to the All Employees\Jobs\202x Jobs\“Contractor Name”\“Job Name”\Construction  

    • This folder should only contain the most current and relevant documents 

    • When documents become irrelevant, put them in the archive folder within the construction folder 

  • After dropping a document in the Construction folder, it is the Engineering Team’s responsibility to email Josh (josh.roberts@harveysph.com) to let him know there is an updated Planset 

    • Josh will archive any outdated drawings 

    • Josh will upload the new drawings to Procore 

    • Josh will send out an email to the relevant project team members letting them know a new planset has been posted and provide a brief summary of what has changed