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Procore

Drawings

 

Brinkmann_Logo_Primary_RGB Smaller.png

 

 

BRINKMANN STANDARDS & BEST PRACTICES

Subject Matter Champions

  • Chris Lepsky
  • Marissa Brown
  • Cody Wesley
  • Haydn Lock
  • Miranda Hill

Tool Settings

  • Drawing Log Subscribers: Project Manager, Project Engineer, Superintendent, any other applicable person who needs to be continually notified when drawings are uploaded. Do NOT use the "Add All" function.
  • Number of Drawings Per Page: 150
  • Allow Standard Level Users to Delete Published Markup: Blank
  • Enable Drawings by Area: Checked (This will allow the Punchlist plans to be separated in lieu of merging with other plans)
  • Discipline Abbreviation Settings: Your project will default with a list of standard drawing abbreviations (A= Architectural, C= Civil, etc). If your project contains a unique abbreviation you will want to note that here before uploading your plans.

Brinkmann Standards

  • If this is your first time uploading Drawings, you MUST watch the Procore training video before beginning.
  • Pay CLOSE attention to the dates entered:
    • Set Date: This is the date that the architect sent the set. If adding to an existing set, Procore populates this field automatically.
    • Default Drawing Date: Indicates the date the drawings were authored. The date selected here will appear as the 'Drawing Date' on all drawings in this set.
    • Default Received Date: Indicates the date a drawings was received or issued by the creator of the drawings (i.e. the design team).
  • After uploading your plans, you will be prompted to verify that Procore is reading the proper location for Drawing information. Although you can bypass this function, it is recommended that you double check the OCR is reading the correct location on your plans for number and naming.
  • Although you can access the plans on the app, the initial upload and set up is best handed from the PC.
  • You will want to click the "Subscribe" button for your project. This ensures you will be notified every time someone uploads drawings to your project.

Training Recorded April 28, 2020

 

 

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PROCORE STANDARDS & BEST PRACTICES

 

View Drawings

  1. Navigate to the project's Drawings tool.
  2. If your project uses drawing areas, click the drawing area you want to open. See What are Drawing Areas?
  3. The page will automatically open to the Current Drawings page. 
    Note: This shows the list of drawings that are current, based on the drawing revisions that have been uploaded.
  4. The following information is displayed for each drawing:
    • Drawing No.
    • Drawing Title
    • Revision
    • Drawing Date
    • Received Date
    • Set
    • Status
  5. Optional: Search or filter drawings from this page. See Search for and Filter Drawings.
  6. To view all drawings in the project or drawing area:
    • Click Drawing Sets.
      • From the Thumbnails icon-view-thumbnail.png view, click the drawing set you want to open.
        OR
      • From the List icon-view-list.png view, click View next to the drawing set you want to open. 
  7. To view a list of all drawings (including those marked as obsolete), click All Sets and Revisions. See View the All Sets and Revisions Report.

View Drawing Information

  1. Navigate to the project's Drawings tool.
  2. Click Info next to the drawing you want to view.
    Note: You will see an image of the drawing and its general information. Additional information can be found within the related tabs (Sketches, Download Log, Related Items, Emails, and Change History).

    view-drawing-info-0119-resized.png


    Note:
    • Most fields can be edited in-line while viewing a drawing. See Edit Drawings.
    • If you want to reorder revisions of the drawing, click the grip handle (⁞⁞) next to a drawing version and use a drag-and-drop operation to place them into a new order. See Reorder Revisions of a Drawing.

Open a Drawing in the Viewer

You can open drawings to see a larger version of the drawing. From the viewer mode, you can also add markups to the drawing, use the search bar, view detailed information, and download the drawing.

  1. Navigate to the project's Drawing tool. 
  2. Click Open next to the drawing that you want to view in full-screen mode.
    Note: This opens the drawing in the full-screen viewer.
  3. The following information and actions are available in full-screen mode:
    drawings-viewer-toolbar-menu.png

1.png  Viewer Toolbar:

  • Drawing Navigation: Clicking the forward and backward arrow icons to switch between different drawings or revisions. Use the drop-down menus to navigate to different drawings or drawing revisions.
    Tip! You can also press the arrow keys on your keyboard to browse through different drawings and revisions. 
    • Left Arrow: Previous drawing.
    • Right Arrow: Next drawing.
    • Up Arrow: Newer revision of the drawing.
    • Down Arrow: Older revision of the drawing.
  • Download: Click to download the drawing to your computer. See Download a Drawing from the Viewer.
    Note: When downloading a drawing from the Viewer, all personal and published markups on the revision are included. 
  • Markup: Click to open the markup toolbar. See Mark Up a Drawing.
  • Filter: Click to filter between layers and markup types on the drawing. See Filter Drawing Markups.
  • Info: Click to view general information about the drawing. Click Go to Info Page to navigate back to the Info page.
  • Search: Click to initiate a drawings search. See Search for and Filter Drawings.
  • Activity: Click to view any markup activity for the drawing.
  • Exit: Click the X to exit out of the viewer.

2.png  Viewing Options:

  • Zoom in or out of the drawing by clicking the magnifying glass + and - icons.
  • Pan across a drawing by clicking and dragging on the drawing. 

Further Information

The Drawings tool enables you to manage and archive project drawings and revisions to ensure that team members always have access to the most current drawing set.

 
 
 
 
 
 
 
 
 
 
  • Upload your drawings quickly by using Optical Character Recognition to fill in drawing information
  • Link drawings sheets automatically
  • Share markups with your team
  • View all revisions for drawings easily from a mobile device
  • View drawings offline

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 Tip

To browse and search all Procore training videos, visit our video library.

Web

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 
View Drawings - Subcontractor as Collaborator
 

Mobile

Mark Up Drawings (Mobile)
 
Mark Up Drawings (Mobile) - Subcontractor as Collaborator
 
View Drawings (Mobile)
 
View and Compare Drawings (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Drawing Settings

 

View and Compare Drawings (Mobile) - Specialty Contractor

 

Subcontractor - View and Compare Drawings (Mobile)

 

Specialty Contractor as Client - View and Compare Drawings (Mobile)

 

Field Worker - View Drawings (Mobile)

 

Subcontractor - View Drawings

 

Subcontractor - Mark Up Drawings (Mobile)

 

Field Worker - Mark Up Drawings (Mobile)

 

Configure the Drawings Tool

 

Specialty Contractor as Client - Upload Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Mark Up Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Upload Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Upload Drawing Revisions

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - View Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Drawing Settings
 
Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
Configure Drawing Settings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
Configure Drawings Settings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

Web

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
Configure Drawings Settings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Drawing Settings
 
Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure the Drawings Tool

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
Configure Drawing Settings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Drawings - Mark Up Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Drawings - Upload Drawing Revisions

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Drawings - Upload Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Drawings - View Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Drawing Settings
 
Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Configure Drawing Settings
 
Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 

Mobile

Mark Up Drawings (Mobile) - Field Worker
 
View Drawings (Mobile) - Field Worker
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Field Worker - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Field Worker - View Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Web

Upload Drawings
 
Upload Drawing Revisions
 
Mark Up Drawings
 
View Drawings
 
View Drawings - Subcontractor as Collaborator
 

Mobile

Mark Up Drawings (Mobile)
 
Mark Up Drawings (Mobile) - Subcontractor as Collaborator
 
View Drawings (Mobile)
 
View and Compare Drawings (Mobile) - Subcontractor as Collaborator
 

OUTDATED VIDEOS - Removed from Support Site and Certifications

Configure Drawing Settings

 

View and Compare Drawings (Mobile) - Specialty Contractor

 

Subcontractor - View and Compare Drawings (Mobile)

 

Specialty Contractor as Client - View and Compare Drawings (Mobile)

 

Field Worker - View Drawings (Mobile)

 

Subcontractor - View Drawings

 

Subcontractor - Mark Up Drawings (Mobile)

 

Field Worker - Mark Up Drawings (Mobile)

 

Configure the Drawings Tool

 

Specialty Contractor as Client - Upload Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Mark Up Drawings (Mobile)

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Specialty Contractor as Client - Configure Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Mark Up Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Upload Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - Upload Drawing Revisions

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Owner - View Drawings

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Drawings

diagram_drawings_tool-overview.png

 

Drawings

The following table highlights which user permissions are required to perform the described user action.

icon-mindtouch-table-mobile.png: Indicates an action supported in Procore's iOS and/or Android mobile application.

icon-mindtouch-table-check.png+ : Indicates that one or more granular permissions are available for the task. See the relevant tutorial or Grant Granular Permissions in a Project Permissions Template for more information.

Task None Read Only Standard Admin
Add a Drawing Area icon-mindtouch-table-mobile.png       icon-mindtouch-table-check.png
Add a Link to a Drawing icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Add Photos to a Drawing     icon-mindtouch-table-check.png 1 icon-mindtouch-table-check.png 1
Add Punch List Items to a Drawing icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Allow Users To Delete Published Markups       icon-mindtouch-table-check.png
Change a Drawing Version's Number       icon-mindtouch-table-check.png
Compare Drawing Revisions   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Configure Advanced Settings: Drawings       icon-mindtouch-table-check.png
Configure Default Drawing Disciplines        icon-mindtouch-table-check.png
Create a Drawing Set   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Delete a Drawing Area       icon-mindtouch-table-check.png
Delete a Drawing Set       icon-mindtouch-table-check.png
Delete Drawing Markups (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Delete Drawing Markups (published) icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png 2 icon-mindtouch-table-check.png
Delete Drawings       icon-mindtouch-table-check.png
Delete Pending Drawings       icon-mindtouch-table-check.png
Download Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Edit a Drawing Area Name       icon-mindtouch-table-check.png
Edit a Drawing Set          icon-mindtouch-table-check.png
Edit Drawings         icon-mindtouch-table-check.png
Email Drawings  icon-mindtouch-table-mobile.png     icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Enable or Disable Drawing Areas       icon-mindtouch-table-check.png
Export the Drawings Log to a PDF or CSV   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Filter Drawing Markups   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Link to Related Items on a Drawing  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Manage Drawing Log       icon-mindtouch-table-check.png
Mark Drawings as Obsolete         icon-mindtouch-table-check.png
Mark Up a Drawing (personal)  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Mark Up a Drawing (published) icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Open a Drawing   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Print Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Publish Drawings       icon-mindtouch-table-check.png
Publish Personal Drawing Markups icon-mindtouch-table-mobile.png      icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Reorder Drawings       icon-mindtouch-table-check.png
Review and Confirm Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Search For and Filter Drawings  icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
Subscribe to the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Unsubscribe from the Drawings Log   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png3
Upload a Drawing Sketch       icon-mindtouch-table-check.png
Upload Drawing Revisions   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
Upload Drawings   icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png+ icon-mindtouch-table-check.png
View the All Drawing Sets and Revisions Report       icon-mindtouch-table-check.png
View the All Sketches Report    icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View the Measurements Report for Drawings   icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4 icon-mindtouch-table-check.png4
View the Deleted Drawings Revision Report       icon-mindtouch-table-check.png
View Sketches icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Drawings icon-mindtouch-table-mobile.png   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png
View Markup Activity Feed   icon-mindtouch-table-check.png icon-mindtouch-table-check.png icon-mindtouch-table-check.png

1  Users must also have 'Read Only' or higher permissions on the project's Photos tool.

Users with 'Standard' level permissions on the Drawings tool can delete published drawing markups if the 'Allow Standard level users to delete published markup' setting is enabled for the project. See Allow Users To Delete Published Markups.

3 Only users with 'Admin' permissions can subscribe or unsubscribe other users to the Drawings tool.

4 Users can only see their own measurements that they have added to drawings using the measurement markup tools. See Add Measurements to a Drawing.

 

Below are the notable changes to the project's Drawings tool. 

Recent Changes

More Precise Measurements on Drawing Markups (07/10/2023)

Measurement markups added to drawings will now show fractions of measurements within a precision of 1/32. See Add Measurements to a Drawing. These measurements can be viewed on all Procore applications (Web, iOS, and Android), and on drawings that have been downloaded as PDFs with markup. See Download Drawings.

Note: This change does not affect existing drawing measurement markups created before July 10, 2023.

Advanced Option for Detecting Revisions After Underscores in Drawing Numbers (05/08/2023)

Procore has updated an advanced option in the Upload Drawings modal to allow revisions to be pulled from drawing numbers with underscores (_). See Upload Drawing Revisions. The 'Contains Revision' checkbox has been changed to a 'Drawing No. Contains Revision' drop-down menu, where you can now select if drawing numbers contain revisions or not, and if the revisions are after the last decimal or the last underscore.

Note: As part of this update, the 'Drawing Revision' field under Advanced Options was renamed to 'Default Revision'.