Procore Drawing Management

In this document, you will learn how to effectively utilize Procore's drawing tool to ensure your project team is always working with the most up-to-date set of plans. This process involves organizing, uploading, and managing drawings on both web and mobile platforms, ensuring seamless access to critical project information for all team members.

Step 1

Let's explore Procore's drawing tool. As a contractor, it's crucial for the entire project team to work from the most current set of plans. Procore helps achieve this through its effective drawing management capabilities.

Step 2

Upon accessing Procore's drawing tool on the web, you'll notice the organized structure of uploaded drawings. They are categorized by discipline and clearly labeled with numbers and titles for easy access. To upload drawings, simply select 'upload,' drag and drop your drawing file or files, assign a set name, and let Procore's OCR technology scan and review the information before confirming it for team-wide updates.

Step 3

During the review phase, Procore's OCR technology will generate a pop-up to verify the scanned drawings. By selecting 'review,' you can assess Procore's accuracy in identifying drawing numbers and titles. Once confirmed, apply this logic to all drawings in the current upload.

Step 4

On the web platform, you can efficiently view, open, upload, and manage drawings from your computer or laptop. Procore’s drawing tool also ensures this information is accessible in the field.

Step 5

Access the mobile app to explore further capabilities. Procore's mobile app functions both online and offline, providing seamless access to information with or without Wi-Fi or service.

Step 6

The app is free and compatible with Apple, Android devices, and both phones and tablets. It allows field teams to access critical project data, like drawings, without needing a computer or printed copies. If service is lost, previously accessed data remains available.

Step 7

Team members can still retrieve data accessed during connectivity. To access drawings, simply locate the 'drawings' tile, open it, and browse through the well-organized sections to find the necessary drawing.

Step 8

Procore displays the latest uploaded drawing by default. This feature ensures field teams do not access outdated drawings, even when multiple revisions exist.

Step 9

Unlike traditional file systems, emails, or printed drawings, Procore defaults to displaying the most recent version. If you wish to view a previous revision, swipe down to see it. Procore marks non-current drawings with a red banner.

Step 10

For comparing the latest revision with a previous one, use the two squares in the top corner of the mobile app to overlay drawings. Procore highlights new elements in blue and removed items in red, automatically tracking and displaying changes.

Step 11

Procore's drawing tool can link additional crucial project information, such as elevations, details, and other drawings, directly to a drawing. Procore automatically identifies and hyperlinks these connections.

Step 12

To quickly access an elevation like A304, simply click on it. After reviewing, you can swiftly return to your main drawing. The tool also allows for tracking progress with photos, which can be tagged to specific drawing locations, helping teams reference important details or installations.

Step 13

The tool facilitates progress tracking by tagging photos to specific locations, ensuring organized documentation rather than random photo dumps. Additionally, team members can create and manage punch list items directly from a drawing.

Step 14

Instead of managing punch lists via email, text, or spreadsheets, you can add a punch item directly to a drawing, assign it to a subcontractor, and include photos. This method streamlines the process of identifying issues and tracking their resolution.

Step 15

Discussing RFIs, when questions or issues arise in the field, having the plans nearby is beneficial. Procore allows the initiation of an RFI on-site using the markup tools, eliminating the need to return to the office or use email.

Step 16

Using the cloud markup tool, highlight the area in question on the drawing and initiate an RFI. This process includes taking photos and submitting questions while remaining on-site. The design team can respond via email.

Step 17

Once an RFI response is received, it can be easily tracked. As submittals are managed throughout the project, key product information and shop drawings can be pinned to relevant drawing locations for easy reference.

Step 18

For instance, pin submittal information for air supply diffusers directly onto the drawing in the main hall. This ensures that the team, including subcontractors, can easily access submittals without searching through emails or file folders. The drawing tool is designed to integrate project teams, field teams, the design team, and all associated personnel into a cohesive workflow.