Drawings overview

• You can configure the drawing disciplines, such as architectural, civil, or electrical, in Settings () > Feature Settings > Drawings and use them to categorize drawings.

• The Drawings page offers two listing views: Simple List and Card Style. The Card Style view displays a drawing thumbnail only when a file is linked to the drawing record.

• The Simple Listing and Card Style tabs show the latest drawing.
• You can import a drawing from a Microsoft Excel file to create drawing records without attachments.

• For projects with multiple structures and separate prime contracts, reference the appropriate prime contract on each drawing record. This allows you to filter drawings by prime contract.

• When adding drawings manually, you can use the Burst option with PDF files to create a separate drawing record for each page.

• Thumbnails are generated only for files uploaded after the October 18, 2021 update. Files uploaded before this date will not display thumbnails.

• External files linked to drawings are commonly shared with subcontractors and suppliers through invitations to bid (ITB) or requests for pricing (RFP).

• Drawings can be referenced on change proposal requests (CPRs), change orders (COs), subcontract change orders (SCOs), requests for information (RFIs), submittals, and work orders.

• Optionally, review and update the list of drawing disciplines in Settings () > Feature Settings > Drawings.

From a data entry perspective, scenarios 1 and 2 are the easiest to implement. For very large projects, however, scenario 3 may be required.

• Scenario 1: A single external file (such as a PDF) containing all drawing sheets

  Drawing number	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 organized by discipline

  Drawing number	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: A record for each drawing sheet

  To implement this scenario, you can import drawing records from a Microsoft Excel file. External files cannot be uploaded during import and must be added individually after the drawings are created.

  Drawing number	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 Schedule	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