Drawing sets

You can upload drawings (.pdf files) into a drawing set or in the Drawings module.

One drawing set groups all the conceptual drawings for your project. Other drawing sets, which group by phase or type, are used to plan submission packages for acquiring a permit.

  • The Title, Discipline, Location, Author, and custom fields are copied over from the current version if the values aren't added in the Title Block Processing dialog.
  • 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.
  • Locked drawing sets, which have a locked workflow status, can't be modified. However, if you have the related permission, you can unlock the drawing set for editing.
  • You can't download individual drawings from the drawing set, but you can export the drawing details to Excel or download the published drawing.
  • In the project menu, click Records > Drawing sets.
  1. In the Drawing Sets module, click the drawing set.

    2. —Or—

    On the drawing set tile, click more_horiz (More) > Open Full Form.

  2. To sort the drawings by a column, click the column heading.

    3. If a drawing has an assignment or comment, the associated icon in the row is a different color.

    Drawing set icons in grid
  3. To open the previous or next drawing set based on the list when the current drawing set was opened, click Previous item icon (Previous) or Next item icon (Next) on the navigation toolbar.

    4. Previous item icon (Previous) and Next item icon (Next) are not available when you open the drawing set in a new tab.

  1. On the grid row, click chevron_right (Open).
  2. Navigate around the drawing.
    • To zoom in, hover over the drawing, and then move the mouse wheel forwards.
    • To zoom out, hover over the drawing, and then move the mouse wheel backwards.
    • To pan across the drawing, click and drag the drawing.
  3. To open the previous or next drawing based on the list when the current drawing was opened, click Previous item icon (Previous) or Next item icon (Next) on the navigation toolbar.
  1. In the drawing set, on the navigation toolbar, click lock (Locked).
  2. To keep the drawing set open, click save (Save).

    3. —Or—

    To close the drawing set, click arrow_back Done.

  • In the Drawing Sets module, click more_horiz (More) on the drawing set, and then click Download Linked Files.
    • —Or—

    Select the checkbox for each drawing set, and then click cloud_download (Download) on the navigation toolbar.

You can create or copy a drawing set and then upload drawings into it. You can also set default values that are applied automatically to the drawings.

  • Required fields are marked with an asterisk (*) but aren't enforced for draft drawing sets.
  • Drawing set types can be added to the Drawing Set Type list in the lookup list settings.
  • Draft drawing sets are visible only to you.
  1. In the Drawing Sets module, on the navigation toolbar, click add_circle (Create).
  2. ClosedTo define the title block regions for the drawing set, upload a drawing.
    1. Drag a file from your computer to the Define Number and Title Location dialog.

      2. —Or—

      Click Browse or File Library, and then select a file.

      If you select a multi-page file, each page is uploaded to the drawing set.

    2. If you uploaded a multi-page file, select a page number at the top of the Title Block Processing dialog.
    3. Pan across the drawing so that the number, title, revision date, and discipline are visible.
    4. To use optical character recognition (OCR) instead of text extraction, turn on the OCR toggle.

      5. OCR is also used automatically if nothing is found through text extraction.

    5. In the Number field, click crop_free (Highlight), and then highlight the region in the drawing.
    6. In the Title field, click crop_free (Highlight), and then highlight the region in the drawing.
    7. In the Rev. Date field, select a date, or click crop_free (Highlight), and then highlight the region in the drawing.
    8. In the Discipline field, select a discipline, or click crop_free (Highlight), and then highlight the region in the drawing.
    9. Select a default value in the Group, Status, Location, and Author fields.
    10. To scan the drawings, click Next.

      11. In the Values for New Drawings section of the Information panel, the default values are updated to match your selections from the Title Block Processing dialog. If a field contains Detect, the value comes from a title block region.

      You can also redefine the regions later.

    —Or—

    To use the file name for the number and title, click Skip.

  3. In the Name field at the top-left of the drawing set, enter a name for the drawing set.
  4. In the Information panel, enter the drawing set details, including assignments and courtesy copies.

    5. In the Values for New Drawings section of the panel, you can also edit the default values, which are applied automatically to any drawings that are uploaded afterward. If a field contains Detect, the value comes from a title block region.

  5. Change the sharing setting.
  6. On the Drawings tab, upload the drawings.
  7. To save the changes and keep the drawing set open, click save (Save).

    8. —Or—

    To save the changes and close the drawing set, click arrow_back Done.

  1. In the tile or list view, on the drawing set, click more_horiz (More) > Copy.

    2. —Or—

    Open the drawing set, and then click content_copy (Copy) on the navigation toolbar.

    • The new drawing set includes the default values and any defined regions.
    • Uploaded drawings, comments, assignments, courtesy copies, and history aren't copied into the new drawing set.
  2. Edit the drawing set name.
  3. In the Information panel, edit the details for the drawing set.
  4. Change the sharing setting.
  5. On the Drawings tab, upload the drawings.
  6. To save the changes and keep the drawing set open, click save (Save).

    7. —Or—

    To save the changes and close the drawing set, click arrow_back Done.

In a drawing set, you can upload a new drawing or a revision of a previously published drawing. Hyperlinks and annotations in the original file are included in the uploaded drawings.

Each page in a multi-page .pdf file is uploaded as a separate drawing, and any hyperlinks from one page to another are included. If a hyperlink points to a drawing (page) that isn't published yet, that drawing isn't displayed in the Links panel of the drawing viewer. After the linked drawing is published, this drawing is displayed in the panel, and the link always points to the current version.

In a .pdf file with two pages, the first page contains a hyperlink to the second page. You take the following steps:

  1. You upload the .pdf file into ProjectSight, so each page becomes a separate drawing. The first drawing (Drawing A) still contains the hyperlink to the second one (Drawing B).
  2. You publish Drawing A but not Drawing B.
  3. When you open Drawing A in the drawing viewer, Drawing B isn't displayed in the Links panel.
  4. You publish Drawing B.
  5. When you open Drawing A, Drawing B appears on the Designs tab of the Links panel.
  6. You publish a revision of Drawing B.
  7. When you open Drawing A, the link in the panel now points to the new revision of Drawing B.
  • For better results, use at least 3 characters for the drawing number so that a large number of callout annotations to other drawings aren't identified.
  • After a drawing is uploaded, it remains in the drawing set even if you don't save it.
  1. Open or create a drawing set.
  2. On the Drawings tab, drag a file from your computer to the tab.

    3. —Or—

    Click Browse or File Library, and then select a file.

    If you select a file from the File Library, it retains its annotations when it's added to the drawing set. Then separate copies of the file are maintained in the File Library and in the drawing set. New annotations that are added to the file in one place aren't added to the copy in the other place.

  3. In the grid, edit the group and number of the drawing, so that the combination is unique in the drawing set.

    4. The revision number is automatically set to the drawing revision default from the field attributes.

    If an unpublished drawing has the same group, number, and revision as an unpublished drawing in a different drawing set, the duplicate isn't flagged until one drawing is published.

  4. In the Status column, select a different status.
  5. To add information such as assignees and comments for a drawing, click chevron_right (Open) on the grid row.
  1. Open or create a drawing set.
  2. On the Drawings tab, drag a file from your computer to the tab.

    3. —Or—

    Click Browse or File Library, and then select a file.

    If you select a file from the File Library, it retains its annotations when it's added to the drawing set. Then separate copies of the file are maintained in the File Library and in the drawing set. New annotations that are added to the file in one place aren't added to the copy in the other place.

    Make sure that the new revision is the same size as the previous revision, so the annotations are copied to the correct location in the published drawing.

  3. In the grid, ensure that the group and number of the drawing match the previously published drawing.

    4. The revision number is incremented automatically based on the drawing marked as Current. If the new revision is flagged as a duplicate, you can change the revision number.

  4. In the Publish As column, select a different option.
  5. In the Status column, select a different status.
  6. To add information such as assignees and comments for a drawing, click chevron_right (Open) on the grid row.

You can edit the details of a drawing in ProjectSight or update multiple drawings by using the Excel import sheet. You can edit the Group, Number, Revision, and Status fields of published drawings in the drawing viewer.

Record permissions, field permissions, and workflow status permissions are checked when you export drawing details to an Excel file and when you import the file into ProjectSight.

  1. In the Information panel, edit the information for the drawing set.
  2. On the Drawings tab, in the grid, edit the information for each drawing.

    3. In the grid, you can copy values down a column by pressing Ctrl+Down arrow. Note that:

    • This keyboard shortcut works for columns where you directly edit or select a value. It doesn't work for columns, such as Location, where you select a value from a popup or in grids that are saved automatically.
    • The value in the Publish As column is copied only to rows where the cell is editable.
    • The value in the Status column is copied only to rows where the status is available in the cell.
  3. To update the assignments or add comments, open the drawing.
  1. Create or open a drawing set that contains drawings.
  2. On the navigation toolbar, click Project export toolbar button (Import/Export) > Export to Excel.

    3. The existing drawing details are downloaded in an Excel file.

  3. Open the Excel file.
  4. Edit the details for each drawing.
    • The Group, Number, and Revision cells can't be empty.
    • Each drawing must have a unique group and number combination. Duplicates are flagged after you import the file into ProjectSight.
    • The Location field isn't available in the Excel import sheet, but you can edit it in ProjectSight.
    • If you add or delete a row, the associated drawing isn't uploaded or deleted in ProjectSight.
  5. Save the Excel file.
  6. In ProjectSight, open the drawing set.
  7. On the navigation toolbar, click Project export toolbar button (Import/Export) > Update from Excel.
  8. Select the Excel file to import.

    9. The drawing details are updated to match the file.

  1. In the drawing set, open the drawing.
  2. To rotate the drawing 90 degrees to the right, click Rotate icon (Rotate) on the navigation toolbar.
  3. Click arrow_back Done.
  1. On the far-right side of the grid row, click delete (Remove).

    2. If you delete the current version of a drawing, the previous revision, based on the revision date, becomes the current version. Any links to and from that specific revision are also deleted.

  2. To save the changes and keep the drawing open, click save (Save).

    3. —Or—

    To save the changes and close the drawing, click arrow_back Done.

You can only delete unlocked drawing sets without published drawings or drawings that are being processed.

  1. To switch to the Select mode, select the checkbox for a drawing set.
  2. To select more drawing sets, click each one.

    3. —Or—

    To select all the drawing sets, click done_all (Select All) on the navigation toolbar.

  3. Click more_horiz (More) > Delete Selected Records.

To delete one drawing set, you can also:

  • Click more_horiz (More) > Remove on the drawing set.
  • Open the drawing set, and then click more_horiz (More) > Delete on the navigation toolbar.