Creating a Drawing

To create a drawing:

1. Once logged into the project, from the project secondary navigation bar, select PLANS & SPECS - DRAWINGS and select 'Add New'.
1. Note that forms displayed on the secondary navigation bar are configurable. If you do not see PLANS & SPECS - DRAWINGS, select 'More...' - 'Configure My Menu'. Add the PLANS & SPECS form to your secondary navigation bar. See the screen shot below. DRAWINGS is part of the PLANS & SPECS menu and should be displayed once the PLANS & SPECS form has been added to your secondary navigation bar.
2. Enter the Subject. Subject is a required field and must be completed in order to save the drawing.
3. Enter the Drawing #. Drawing # is a required field and must be completed in order to save the drawing.
4. Revision # - The first drawing starts at revision 0. This number can be changed.
5. Revision Date - Enter the date of the drawing revision
6. Discipline - Select the appropriate discipline from drop down. This field can be left blank. 
   1. Architectural
   2. Civil
   3. Engineer
   4. Interior Design
   5. Landscape
   6. Mechanical
   7. Plumbing
   8. Structural
   9. Site
   10. Other
7. Enter the Design Company and Design Contact.
8. Select the Paper Size from the drop down
9. Enter the Drawing Scale
10. Enter any General Note pertinent to the drawing
11. Save the Drawing

Creating a Drawing Revision

From an existing Drawing, click the 'Create Revision' button. The Revision # will be automatically incremented based on the last revision number for that drawing. The Revision # is editable and can be changed. Using the 'Create Revision' button will create the drawing revision with the same drawing information from which the revision was created. From here, edit the drawing revisions as necessary and save the new revision. The 'Create Revision' button is only available on the latest revision of the Drawing.

Editing a Drawing

To edit a drawing, click the 'Edit' button from either the Drawing form or from the Drawing log view. Edit as desired and click 'Save' to save changes.

Viewing a Drawing

Drawings can either be viewed in form view or the log view. To view drawings in log view, ensure that you have configured your secondary navigation menu to display the PLANS & SPECS form. See the screen shot below. Clicking  'PLANS & SPECS' on the secondary navigation menu will display a dropdown selection where DRAWINGS is displayed as an option. To view the drawing in form view, simply click the Subject link for the desired drawing.

Linking a Drawing to a Drawing Package

Drawings can be bundled into a Drawing Package for review as a package. To link a Drawing to a Drawing Package, select 'DRAWING PACKAGES' from the 'PLANS & SPECS' form on the secondary navigation menu. Click the 'Add New' button to create a Drawing Package. Under the Drawings collection, click the 'Add Drawings' button. Selection one or more drawings to be linked to the Drawing Package and click the 'Add Revisions' button. For more information on Drawing Packages, please see the Help section Drawing Packages

Sharing a Drawing

To share a Drawing form to other project users, click the  'Share' button on the Drawing in form view. Use the Share modal to share the Drawing to other project team users. For more information on sharing, please see the Help section Sharing Information 

Deleting Drawings

To delete the most recent revision of a drawing, select '...Delete' on the Drawings form. At the 'Delete?' courtesy prompt click 'No Never mind' to cancel the process or click 'Yes' to proceed. Drawings can only be deleted in the following scenarios.

1. The Drawing is the most recent revision
2. The Drawing is not linked to a Drawing Package
3. The Drawing has not been shared

Where are Drawings used throughout a project?

Drawings can be linked to several form types throughout your project. The following provides a list of those form types.

• Drawing Packages
• Contracts - Drawings tab 

Helpful Screenshots