Add a Drawing Log

  1. Click the Lead or Projects icon on the left menu.
  2. Select the Lead or Project in the Quick Select section.
  3. From the Lead or Project menu, select Drawings.
  4. Click the Actions button on the far right.
  5. Click Add Manually.
  6. The selected Lead or Project will appear in the first drop-down by default.

  7. If you're working with a project, select the Prime Contract.

    Tip for GCs and Developers: If there are multiple structures or lots for the project and thus multiple sets of plans, then specifying a Prime Contract is recommended.

  8. Drag the drawing files into the drag and drop area. Valid file types include, but are not limited to the following:
    • PDF (preferred)
    • TIFF
    • DWG
    • DXF
  9. Click Next.
  10. Edit the drawing number, title, and release dates if needed.

  11. Select Drawing Discipline for each record.

    The options included in the Discipline list can be modified by going to Settings | Feature Settings | Drawings.

  12. Select the Burst checkbox if the file format is PDF and includes multiple pages.

    When selected, each PDF page becomes a separate drawing record with a one page PDF linked file.

  13. Click Create.