Drawings

In ProjectSight, you can upload, view, and annotate 2D drawings (.pdf files). The following modules are available:

  • Drawing Sets: Displays the sets of uploaded drawings. You can upload, review, and publish drawings here.
  • Drawings: Displays the approved drawings that are published. You can view and add annotations to them in the drawing viewer.
  1. The drawings are uploaded into a drawing set.

    2. You can also upload and publish drawings in the Drawing module.

  2. The drawings are reviewed and then rejected or approved.
  3. The approved drawings are published, so they're available in the Drawings module.
  4. The published drawings are checked for text-based callouts that match published drawings with the same group.
  5. The published drawings are opened in the drawing viewer.
  6. Annotations are added to the drawings and linked to items such as records and files.
  7. Drawings are downloaded or included in a report.

Each drawing is identified by its unique key, which is composed of the following:

  • Group: The drawing group. You can add groups in the lookup lists and set a default in the record settings.
  • Number: The drawing number.
  • Revision: The revision number.

You can edit the drawing number and revision number of a published drawing in the Drawings module.

When you upload, edit, or publish a drawing, its unique key is checked across all drawing sets in the project, and its Publish As column is updated. As the drawing goes through the publishing process, its status is also updated.

A revision is a drawing that has the same group and number as another drawing. A drawing series is a collection of published revisions that share the same group and number within a project. There may be several revisions in a drawing series, but only one is the current version.

Drawing revisions example

If you upload a new revision with a PDF page matrix that's different from the PDF page matrix of the first revision, the annotations may be in a different place in the new revision. The PDF page matrix is the position of the PDF origin (a specific point in the document that's used to measure the distance of other points in relation to it) compared to a non-rotated or non-shifted document.

In drawing sets, the Publish As column may display the following:

  • First revision: The group and number combination doesn't exist in the project. The revision number is automatically set to the drawing revision default from the field attributes.
  • New Current Version: This option is selected automatically if the revision date of the drawing is the same as or later than the latest revision date in the drawing series. You can also select this option to publish the drawing as the current version.
  • Not Current: This option is selected automatically if the revision date of the drawing is earlier than the latest revision date in the drawing series. You can also select this option to publish the drawing as an old revision.
  • Published: The drawing is published, and the status is set to Current, Not Current or Obsolete.
  • Duplicate: The group and number combination exists in the drawing set, or the group, number, and revision combination already exists for a published drawing in the project. Duplicates are flagged in the drawing set grid.
    • Drawing conflict example

The Publish As column is updated as needed if the group, number, or revision date is changed.

You can use the following default statuses to show where the revision is in the publishing process:

  • Pending: The drawing isn't reviewed or published yet.
  • Rejected: The drawing is rejected by the reviewer.
  • Approved: The drawing is approved and is ready to be published.
  • Processing: The drawing is being published. This status is set automatically.
  • Current: The drawing is published as the current version. You can also select this status after the drawing is published.
  • Not Current: The drawing is published and is replaced by another published revision. If you select Current for a drawing, the previous current version changes automatically to Not Current.

    • You can turn on the superseded stamp so that drawings with the Not Current status are overlaid with the stamp.

    Superseded stamp

    Default superseded stamp on an old revision

  • Obsolete: The drawing is published but is only visible in the drawing set. It's not available in the drawing viewer or for linking. You can select this status after the drawing is published.

    • If a drawing is included in an emailed report, then marked as obsolete, and then opened from the report, the drawing is overlaid with the superseded stamp.

Older portfolios use Current Version and Old Revision instead of Current and Not Current. You can also change the labels in the settings.