Drawing Log Overview

The Drawing Log is designed to track project plans and revisions. As an option, the actual CAD, PDF, TIFF, or JPEG file can be uploaded and linked to the drawing log record.

Important Things To Know

Drawing Disciplines (eg. Architectural, Civil, Electrical etc.) are used to categorize drawing log records and can be setup in Settings / Lists / Drawings.
Drawing Listing:
- The latest drawing revision will be shown and not the original to avoid confusion.
- Two Listing Types: Simple Listing and Card Style. The latter will show the drawing thumbnail but only if one file is linked to the drawing log record.
The only method to create Drawing Log records without attachments is by importing a list from Microsoft Excel.
If a project contains different structures and Prime Contracts are set up for each then contracts should be referenced on drawing log records. This can then be used as a filter similar to Discipline.
Bursting PDFs and Thumbnails:
- When using PDF files to create Drawings, an option to burst each PDF into separate pages will be available on step 2. If checked, each page will become a separate drawing record with a one page PDF linked file.
- Thumbnails of Linked Files are created only if the file was uploaded after the October 18th, 2021 update. Thus, existing drawing log records with linked files will not have a thumbnail prior to that date.
External files that have been uploaded and linked to Drawing records are typically shared with Subs and Suppliers via the following features.
- Invitation To Bid (ITB)
- Request For Pricing (RFP)
Drawing Logs can be referenced on CPRs, COs, SCOs, RFIs, Submittals, and Work Orders.

Steps To Complete Before Entering Drawing Logs:

Optional: Review the List of Drawing Disciplines in the Settings / Lists / Drawings.

Examples Of Documenting Drawings and External Files

From a data entry point of view, scenarios 1 and 2 are the easiest to implement. However, for very large projects, scenario 3 may be required.

Scenario 1: One External File (i.e. PDF) That Contains All Sheets

Drawing #	Title	Discipline	Package
Rev 0	Drawing Set - Original
Rev 1	Drawing Set - Revision 1
Rev 2	Drawing Set - Revision 2

Scenario 2: Multiple External Files (i.e. PDF) Organized By Discipline

Drawing #	Title	Discipline	Package
Arch-Rev 0	Architectural Drawing Set - Original	Architectural	Original Set
Arch-Rev 1	Architectural Drawing Set - Revision 1	Architectural	Revision 1
Arch-Rev 2	Architectural Drawing Set - Revision 2	Architectural	Revision 2
Elec-Rev 0	Electrical Drawing Set - Original	Electrical	Original Set
Elec-Rev 1	Electrical Drawing Set - Revision 1	Electrical	Revision 1
Elec-Rev 2	Electrical Drawing Set - Revision 2	Electrical	Revision 2
Mech-Rev 0	Mechanical Drawing Set - Original	Mechanical	Original Set
Mech-Rev 1	Mechanical Drawing Set - Revision 1	Mechanical	Revision 1
Mech-Rev 2	Mechanical Drawing Set - Revision 2	Mechanical	Revision 2

Scenario 3: Each Drawing Sheet Is A Record

To implement this type of scenario, the Import From Microsoft Excel option is very convenient but does not provide the ability to upload external files. This would have to be done individually after importing the drawing log records.

Drawing #	Title	Discipline	Package
A1	Presentation Views	Architectural	Original Set
A2	Site Plan	Architectural	Original Set
A3	Floor Plan	Architectural	Original Set
A4	Foundation Plan	Architectural	Original Set
A5	Exterior Elevation Plan	Architectural	Original Set
A6	Kitchen Elevation and Cabinet Schedult	Architectural	Original Set
A7	Door Schedule	Architectural	Original Set
E1	Electrical and Audio Plan 1	Electrical	Original Set
E1-Rev 1	Electrical and Audio Plan 1 - Revision 1	Electrical	Revision 1
E2	Electrical and Audio Plan 2	Electrical	Original Set
E2-Rev 1	Electrical and Audio Plan 2 - Revision 1	Electrical	Revision 1
M1	Plumbing Plan	Mechanical	Original Set
M1-Rev 1	Plumbing Plan - Revision 1	Mechanical	Revision 1
M2	Mechanical Plan	Mechanical	Original Set
M2-Rev 1	Mechanical Plan - Revision 1	Mechanical	Revision 1