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Procore

Common Questions - Drawings

Both Upstream and Downstream Accounts

Upstream Accounts

Downstream Accounts

 

Both Upstream and Downstream Accounts

What Drawing Information is Copied to the downstream Project?

Here is some of the information that is copied:

  • Drawings, without markup
  • Drawing number, title and obsolete status
  • Drawing area name and description
  • Drawing discipline name and position
  • Drawing date and received date
  • Revision number and status
  • Drawing set date and name
 Note
  • Custom fields are not included in the metadata copy from the upstream project to the downstream project.
  • Connect drawing metadata can not be modified by the downstream project.

Is markup supported?

Markups made in upstream drawings are not copied to the drawings in the downstream project. However, as the downstream project, you can add additional markup to the connected drawings. These markups will remain in your project and will not be copied or published back to the upstream project. Markups added by the downstream project on a connected drawing are retained when a new version of the drawing is added by the upstream project.

What happens when the upstream Project deletes a Drawing or Drawing Area?

If the upstream project deletes a drawing, the deleted drawing will be removed from the Drawings log page in the downstream company. Drawing areas will remain but without the deleted drawing. Drawing Admins in the downstream project can view deleted drawings in the 'Deleted Drawing Revisions' report in the downstream project’s Drawings tool.

Upstream Accounts

Can I choose which Drawings & Drawing Areas get Copied to the downstream Project?

No. All published drawings and drawing areas in the project are copied and kept in sync with the upstream project. This is a limitation of the Beta.

What Drawing Information is Copied to the downstream Project?

Here is some of the information that is copied:

  • Drawings, without markup
  • Drawing number, title and obsolete status
  • Drawing area name and description
  • Drawing discipline name and position
  • Drawing date and received date
  • Revision number and status
  • Drawing set date and name
 Note
No custom data is copied from the upstream project to the downstream project.

Downstream Accounts

How Long Does it Take For Drawings to Copy?

Copying drawings to the downstream project can take up to one hour. You will receive an email notification once the drawings have been successfully copied and are ready to review and publish.

Can I review connected drawings and Revisions before publishing them in my project for my team to access?

Yes, when drawings and revisions are copied to your downstream project, they are an unpublished state. A user with ‘Admin’ permissions on the Drawings tool can review the drawings before publishing them to your team. 

Who is notified when drawings are copied?

You can select who is notified when unpublished drawings are copied and ready to be reviewed and published to your project. Notifications are managed in the Settings of the Drawings tool. See Configure Advanced Settings: Drawings.

Can I distinguish between my drawings and connected drawings?

Yes. You will see a connected icon indicating which drawings have been copied from the upstream project. 

Will my site team be able to see connected drawings on the Procore mobile app?

Yes. The mobile app shows the connected drawings and will have the connected icon to distinguish them. 

Can I add Drawings to a Connected Drawing Area?

No, you cannot add your drawings to a connected Drawing Area. However, you may add your own Drawing Areas and drawings to any 'unconnected' Drawing Area in your account. These will not sync to the upstream project.

Can I delete connected drawings from a downstream project?

No. At this time connected drawings can't be deleted from a downstream project.