Filter drawings by drawing set or discipline

You can access the drawings Card Style view and filter drawings by drawing set or by discipline. You can select a drawing to view its Drawing Detail page with the Drawing #, the Drawing Title, the Drawing Set, a thumbnail of the drawing, and any linked files.

  1. Go to Leads or Projects and select a lead or project from the list..
  2. On the Lead or Project Home page, select Drawings in the Lead or Project menu or favorites. .
  3. Select a set from the Drawing Set dropdown, or a discipline from the Discipline dropdown to filter the list.

    Disciplines are created in Settings () > Feature Settings > Drawings and added during the first step of creating a drawing. Disciplines refer mainly to the primary trade, i.e., Electrical, Plumbing, Mechanical, Architectural, Structural. Drawing sets can be added when creating a drawing or from Drawings > Actions > Drawing Set. You can create drawing sets such as Bid Set, Build Set, Production Set, Red-Line drawings, or As Builts. Drawing sets labels identify the different evolutions of the drawings throughout the construction progress.
  4. Select a drawing link to view the Drawing Detail page.