Links

After you add an annotation in a drawing, you can link it to an item. The Links panel displays the items that are linked to the annotations and to the drawing itself. Depending on the linked item, the link is one-way (only appears in the originating item) or two-way (appears in the originating item and the linked item).

If a record is linked, a label with the record type and number is displayed below the annotation.
  • A: Action items
  • C: Checklists
  • DR: Daily reports
  • FWD: Field work directives
  • I: Issues
  • M: Meeting minutes
  • NC: Notices to comply
  • P: Punch items
  • RFI: Requests for information
  • SN: Safety notices
  • SS: Specification sets
  • SC: Spec sections
  • S: Submittals
  • SP: Submittal packages
  • T&C: Transmittals and correspondence

The abbreviations can also be changed in the nomenclature.

  • On the navigation toolbar, click link (Links).
  • In the Links panel, in the Search field, enter the search terms.

    • On each tab, the search terms apply to the file name, description, record number, and subject. The tab numbers are updated according to the search results.

  1. In the Links panel, click the item.
  2. If the item is linked to multiple annotations, select a name in the popover.

    3. The annotation is highlighted in the drawing.

  • Click the annotation, and then click open_in_new (Open) on the item.

    • —Or—

    In the Links panel, click the item.

    • If the item is linked to one visible annotation, the annotation is highlighted, and you can click the item on the Annotation menu.
    • If the item is linked to multiple visible annotations, you can select a name in the popover and then click the item on the Annotation menu.
    • If the item isn't linked to any visible annotations, the item opens immediately.
  1. On the drawing, click Photo annotation icon (Photo annotation).
  2. To open the photos and videos in the viewer, click a photo.

    3. —Or—

    Click View all.

  3. To navigate through the linked photos and videos for this annotation, clickPrevious item icon (Previous) orNext item icon (Next).

    4. To view a linked video, you must click Download icon (Download) to download the video first.

Multiple annotations can link to the same item, but an annotation can link to only one item at a time. To link to a different item, unlink the original item first.

If you link an uploaded photo or a photo from the File Library, the photo also becomes available in the Photos module. After the linked photo is processed, it's displayed in the photo viewer when you open it from the drawing.

  • In the Links panel, you can also link items to the drawing itself.
    • Links panel
  • Items that are selected for linking appear in the Pending list of the Add Link popover and on the appropriate tab in the Links panel.
  • You can't upload and link .exe, .dll, .js, .php, .aspx, .html, .htm, and .svg files.
  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. ClosedUpload and link a file.
    1. Click Upload File.
    2. Drag the file to the Uploading Files dialog, or browse to the file.

      3. The quick upload file is uploaded to the folder that's named in the record settings.

      • Uploaded photos are also available in the Photos module.
      • Uploaded PDFs open in read-only mode in the PDF viewer until you save the drawing.

    —Or—

    ClosedSelect a file from the File Library.

    1. Click File Library.
    2. Navigate to the file.
    3. Select the checkbox for the file, and then click link Link.
  3. To exclude the linked file from email notifications and reports for the record, turn off the Include in Email and Reports toggle in the Links panel.
    4. Notifications

    If the email notification includes a report with links, the linked file is still included in the report.

  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. Click Drawing, and then select the drawing series.

    3. Revisions with same group and number values belong to the same drawing series.

  3. Select the current version or a specific revision from the drawing series.
    • Current version: The link always points to the current published version and is updated when a new revision is published.
    • Specific revision: The link always points to the selected revision.
    List of drawings

    A drawing can't link to its own revisions.

  4. To exclude the linked drawing from email notifications for the record, turn off the Include in email notifications toggle in the Links panel.
    5. Notifications

    If the email notification includes a report with links, the linked drawing is still included in the report.

  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. To link to the current version of a published spec section, click Specifications > Specification.

    3. —Or—

    To link to a specification set, click Specifications > Specification Set.

  3. Select one or more spec sections or specification sets.
  4. Click Apply.

    5. An annotation automatically becomes public after it's linked to a spec section or specification set.

  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. Click Record, and then select the record type.

    3. Record types are made available for linking in the settings.

  3. ClosedCreate or copy a record, and link to it.
    1. Click Create.

      2. —Or—

      Click Copy, and then select a record.

      The Create and Copy options are only available if you have permission to create this record type. Budget items, however, can only be created in the budget grid.

    2. Enter the record details, and then click Save.

      3. To create another record, you can click Save + Add Another. After you save that record, it's linked to the drawing itself.

    —Or—

    Select an existing record from the list.

    • An annotation automatically becomes public after it's linked to a record.
    • BCM records aren't available for linking to annotations, but you can link them to the drawing in the Links panel.
    • If you link to or from a checklist, the link goes to the selected revision, even if another revision is created later.
    • If you link to a new transmittal or correspondence, you can include a report for this drawing.
    • If you don't have the feature permission for future daily reports, you can only create daily reports for today's date, based on the timezone in your profile, or earlier.
  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. Click Connect Model View.
  3. Select a Trimble Connect project.
    4. List for selecting Trimble Connect project
  4. Select a model view.
  1. Click the annotation, and then click link (Link) on the Annotation menu.
  2. Click Web Link.
  3. Enter the description and the URL, and then click Done.
  1. Click a photo annotation (Photo annotation icon).
  2. On the Annotation menu, click add (Add photos).
  3. Browse to and select one or more photos or videos from your computer.
    • The supported image types are .bmp, .heic, .heif, .jpeg, .jpg, .png, .tif, and .tiff. After you upload .heic or. .heif files, they are converted to .jpeg files.
    • The supported video types are .mov, .mp4, and .webm.
    • Photo annotations are visible only in the ProjectSight web app.
    • After you save the drawing, the linked photos are available in the Photos module, and the linked videos are available in the File Library.
    • If you don't link any photos or videos to the photo annotation, the annotation is deleted automatically when you save the drawing.

You can edit linked items in the Links panel. If you edit a linked photo in the photo viewer, the changes are synced to the photo in the File Library. However, edits to the photo in the File Library aren't synced to the photo in the Photos module.

  1. In the Links panel, on the item, click more_horiz (More) > Rename.

    2. —Or—

    Click the file name on the item.

  2. Edit the file name.
  3. Press Enter, or click outside of the field.
  1. In the Links panel, under the file thumbnail, click edit (Edit).
  2. Enter the description for the file.
  3. Press Enter, or click outside of the field.
  • On the Files tab of the Links panel, click the drag handle of the file, and then move it to a different position.

    • Drag handles are available only when the files are not filtered by any search terms.

    Drag handle on linked file

You can download items that are linked to a drawing.

  1. On the Files tab, select the checkbox (check_box) for the items.

    2. —Or—

    Select the checkbox (check_box) for one item, and then select the Select all checkbox.

    The checkbox is only available for items that can be downloaded.

  2. At the top of the Links panel, click Download icon (Download).

    3. The files are downloaded in a ZIP folder.

    If you only want to download one item, you can click Download icon (Download) on the card or tile instead.

  1. On the Designs tab, select the checkbox (check_box) for the drawings.

    2. —Or—

    Select the checkbox (check_box) for one item, and then select the Select all checkbox.

  2. At the top of the Links panel, click Download icon (Download).

    3. If you only want to download one drawing, you can click Download icon (Download) on the card or tile instead.

  3. In the Download dialog, set the download options.
    • Content: Select the cover page.
    • Public Annotations: Include or exclude all public annotations.
    • Private Annotations: Include or exclude your private annotations.
    • As Builts: Include records, specification sets, drawings, spec sections, models, URLs, and files that are linked to the annotations.

      • If you only download one drawing, its linked drawings aren't included, so you must select the linked drawing as part of the download.

    • Download As: When multiple drawings are selected, download one .pdf file with all the drawings, or download a .pdf file for each drawing. If the As Builts toggle is on, the files are downloaded in a ZIP folder.
    • File Name: Edit the file name.
  4. Click Download.
  5. To ensure that the linked annotations work in the downloaded drawing, extract the files from the ZIP folder.
    6. Extract files

    Extracting files in File Explorer

  6. Open a drawing in a PDF reader, and then click an annotation to open the linked item.

    7. If you open the downloaded drawing in a browser, the annotation links don't work.

You can remove a linked item from the drawing in the following ways:

  • Remove the item from the Links panel. The link is removed, but the item remains in ProjectSight.
  • Remove the item from an annotation. The link is only removed from that annotation. If the item is linked to other annotations or to the drawing itself, it remains in the Links panel.
  • Delete the linked item from ProjectSight. The item no longer appears in the Links panel of any drawing that it was linked to.
  1. In the Links panel, click add (Add Link).

    2. The Pending list appears at the bottom of the Add Link popover.

  2. To the right of the item, click delete (Remove).
  • In the Links panel, on the linked item, click more_horiz (More) > Remove.

    • —Or—

    In the drawing, click link_off(Unlink) on the Annotation menu.