Shop Drawing Management - moving drawings directly from submittals
Need to be able to move approved shop drawings directly from submittals to the drawing tab, or create a shop drawing section within the submittal tab, or create a new shop drawing tab. It is not very efficient to have to click through each submittal to view shop drawings, and there is no way to mark them up.
Caleb Dickerson commented
There needs to be a better way to handle field use shop drawings
Robert (Sev) Henry commented
have a hyperlink to a spec with a preview of the spec section
Should be another tool, set up like the drawings tool just for “for construction” shop drawings. This tool would quickly allow approved, "for construction", shop drawings to be weeded out from rest of the submittals.
typical work flow for a “for construction” shop drawing would be as follows.
- new submittal created and its type is categized as a shop drawing
- once the work flow is completed, but before being distributed a box could be checked signifying that this is “for construction”
- any shop drawing that has been submitted, approved, and has the “for construction” check box, checked would appear in this shop drawing tool
The Shop drawing tool would be organized by spec division or by contractor
Seth Cheever commented
It would be helpful if submittals that are shop drawings would automatically populate into the Drawings tool so that when approved they can be navigated through easily like the rest of the drawings. Perhaps they could be in their own "Area" of the drawings so that they could separated from the contract drawings.
Allow approved shop drawings to be posted in the Drawings module. Add Catagory under drawings specifically for Shop Drawings.
Add the option in submittals module to post approved shop draing to the
Dave B commented
Can Procore provide an update on how your planning to tackle this request? Other submittals are fine to stay as mark ups but for large shop drawing packages like structural steel, rebar or curtainwall having a drawing-like navigation would be extremely helpful in lieu of scrolling through pages and not having mark up capabilities.
Create a shop drawing tool that allows you to upload shop drawings and them link them to the project drawings similarly to RFI's, Submittals, Observations, and Punch-list items.
Shop Drawing Log
A place to Log all shop drawings approvals etc. Also reminder notifications for individuals of due back shop drawings etc...
it would be great to have a way to upload field use shop drawings after a submittal has been closed.
Glenn Lewis commented
Please make it possible to transfer attachments directly from Submittals into Drawings
Michael Davis commented
Since the current tool does not let you partition access to certain drawings within the same drawing tool. I have an idea of having a secondary drawing tool in the same project. It operates the same way that the drawing tool does now, but it would allow you to have a second location for different drawings that you could control access to via permissions.
1. You could use the 2nd Drawing tool to locate finalized vendor shop drawings. In this case, you would be able to give particular contacts access to this tool in case of any confidentiality and still have the primary drawing tool for everyone to access.
2. You could have a 2nd place for further separation of Areas. Using the current drawing area feature is nice, but you cannot restrict access to an area in the tool. If you have access to the drawing tool, you have access to all drawing areas. So if you have a 2nd drawing tool, you could give some users access to one, but not the other.
Just some thoughts, there would probably be many other ways to use it.
Updated Description: When we receive field use drawing sets from the Subcontractors, it would be great to have them on Procore so everyone can access them in the field
When we receive field use drawing sets from the Subcontractors, it would be great to have them on Procore so everyone can access them in the field
Shop drawings should be imported as sets, not individual sheets. Shop drawings as individual sheets have no value and a user who refers to one without having all is a fool. Shop Drawings as a discipline should cause the entire set to be uploaded as a set and the number of pages in the set to be counted and displayed. The importer should be able to list the pages included, preferably Procore OCR can do that, but the drawing numbers is a list only, not a means of splitting up the set. Transmittals and submittals should be able to accommodate shop drawing sets as attachments and approvals should apply to a set not individual sheets of a set. To allow reviewers to process sheets inidividually is an invitation to disaster and you lose the opportunity to hold the reviewers feet to the fire and get their job done by reviewing the entire set.
Shop drawings currently are imported as individual drawings just like architecturals. However, I would argue they should never be reviewed or used without all the pages in the set as one page is of no use without the others and you can't possibly understand the product overall without all the shops in the set. Even if you keep the importing of of shops as individual drawings you should allow in the alternative a setting that stores shops as a complete and inseparable set by status. Status meaning submitted, rejected, revise and resubmit, approved, approved as noted, record set.
Is it possible to have the facility to be able to download/transfer submittal attachments to the Drawings tab?
The drawing tool should allow drawings to be brought in as a multi-page set. Architects on small projects will often combine all sorts of information on single sheets such that sheets cannot be easily labeled as Floor Plans or Foundation Plans for example. You might see all the floor plans including the foundation plan on a single sheet as an example.
Procore ought to allow a choice of whether to break up an uploaded PDF set into individual pages or not. Likewise, in Submittals: Shop Drawings for example, arguably should never be stored as individual drawings. Doing so can create risk for the reviewer not to mention the issuer. A single pages of a ship drawing set is likely affected by other drawings in the set and should not be reviewed alone.
This feature cal be accomplished by a checkbox on the upload drawings form that says "Import as a single PDF" otherwise split drawings into seperate pages.
As I described in an earlier suggetion, in the case of shop drawings I would suggest that if you choose the Shop Drawing Type that the upload drawings form would then display additional meta data fields to1) Trade and 2) Vendor" so the shop drawings can be properly identified.
I suggest that Shop Drawings be a Drawing Set type and that "Discipline" actually be change to Trade. I suggest this because of the way Procor already labels the pages when you open to review or edit a shop drawing. It has the Type at the top as "Shop Drawing" and if you use the discipline as "Trade", it will group all shop drawings by Trade in the view; Custom Cabinets for example.
You should be able to fitter by vendor or by trade. I would also suggest that the PM on a per project basis be allowed to decide whether Shop Drawings be posted individually or as a single PDF set. In my opinion, there is no point to posting shop drawings as single documents, using Best Practices they are reviewed and approved as sets and to post the images individually is make work. However, if you allow the choice, PM's can do it the way they want.
See my later suggestion on how to improve Submittals.
Just like the 'Drawings' tab add a 'Shop Drawings' tab for when shop drawings get changed throughout the submittal process.
Justin Hawkins commented
Using a system similar to the revision number it would be convenient to have a record copy of submittals in the submittal tab for reference when filtering for most recent revision the record copy would take precedence.