Procore Drawing Tool Overview

This document outlines the process of using the Procore drawing tool to ensure contractors and project teams are working with the latest and most accurate set of plans. It covers the steps for uploading, organizing, and accessing drawings, both on web and mobile platforms, as well as utilizing additional features like overlay comparisons, linking related documents, and managing punch lists and RFIs.

Step 1

Explore Procore's drawing tool, an essential feature for contractors and project teams to work with the most up-to-date set of plans.

Step 2

Access Procore's drawing tool on the web to view organized drawings, categorized by discipline and clearly labeled with numbers and titles. To upload drawings, select 'Upload,' drag and drop your files, name the set, and let Procore's OCR technology scan and review them before confirmation.

Step 3

During the review phase, Procore's OCR technology scans and identifies drawings accurately. Confirm and apply the identified logic to all drawings in the upload after reviewing the pop-up.

Step 4

On the web, manage and view your drawings with ease. Procore's drawing tool simplifies the process of getting information to the field.

Step 5

Utilize Procore's mobile app, which functions both online and offline. Compatible with Apple and Android devices, it allows easy access to project information on the go.

Step 6

The mobile app provides an effortless way for field teams to access project data without needing a computer or printed copies. Offline access ensures data availability even without service.

Step 7

Accessing drawings on mobile is straightforward. Locate the tile for drawings, open it, and find organized drawings by discipline. The app defaults to displaying the latest uploaded drawing.

Step 8

Multiple drawing revisions are managed efficiently, ensuring field teams always access the latest version, unlike traditional file systems. Open a drawing to view the most current version by default.

Step 9

To reference a previous revision, swipe down to view it. Procore marks older versions clearly with a red banner. Use overlay features to compare current and previous revisions.

Step 10

Procore highlights new changes in blue and removed items in red. This feature tracks changes automatically when new revisions are received. Connect other crucial project information directly to drawings.

Step 11

Procore auto-hyperlinks related drawings like elevations and details. Quickly access specific sections within seconds. Use photos to track progress, reference key information, or mark installed components.

Step 12

Track project progress with location-based photos, avoiding cluttered camera rolls. Create and monitor punch list items directly from a drawing.

Step 13

Instead of managing punch lists through emails or spreadsheets, add punch items to drawings, assign responsibilities, and track completion efficiently.

Step 14

Manage RFIs directly from the field by utilizing markup tools on the drawings. Initiate RFIs without returning to the office.

Step 15

Use cloud markup tools to highlight areas in question on a drawing, initiate RFIs, and communicate with the design team from the field, receiving responses directly via email.

Step 16

Easily track and reference submittals, product information, and shop drawings by pinning them to specific drawing locations. This simplifies access for teams and subcontractors.

Step 17

This overview covered a selection of features in the Procore drawing tool, designed to streamline project management for all involved teams.