Search tips
- To search in a subset of topics, click
in the search field and select a filter. - To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, click
. - To search within a topic, click
, press Ctrl+F, and enter the search term.
ProjectSight Mobile
Take ProjectSight's cloud-based construction project management software with you in the field on your phone or tablet.
In ProjectSight, you can upload, view, and annotate 2D drawings (.pdf files). The Drawings module contains the following views:
- 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.
If you only have access to the Drawings view, the current versions of the published drawings are displayed when you open the Drawings module.
Basic process
- The drawings are uploaded into a drawing set.
- The drawings are reviewed and then rejected or approved.
- The approved drawings are published, so they're available in the Drawings view.
- The published drawings are checked for text-based callouts that match published drawings with the same group.
- The published drawings are opened in the drawing viewer.
- Annotations are added to the drawings and linked to items such as records and files.
- Drawings are downloaded or included in a report.
Watch a video
This video includes the following information:
- Uploading drawings in a drawing set (1:32)
- Publishing drawings (6:27)
- Comparing drawings (8:20)
- Annotating drawings (10:12)
To open the Drawings and Specifications module
- Click > Drawings and Specifications.
Tip
On the project dashboard, you can also click the Drawings and Specifications tile.
Drawing unique key
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.
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.
After a drawing is published, its unique key is locked.
Revisions and drawing series
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.
Publish As
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.
The Publish As column is updated as needed if the group, number, or revision date is changed.
Status
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.
- 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.
You can turn on the superseded stamp so that drawings with the Not Current status are overlaid with the stamp.
Example
Default superseded stamp on an old revision
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.