Link Drawings from Modal in other Tools
As a user I would like to be able to link drawings to other tools without having to go to the drawing first to create a link. Adding a dropdown modal on the creation page of each tool to link a drawing would be helpful.
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Raena Cunningham commented
Have the option to link a drawing from the Submittal creation page instead of having to go to the drawing, marking up, and linking.
Name not collected commented
Make it easier to reference/link RFIs to drawings. Consider developing an automatic link option where the RFI Manager can begin typing into the "Drawing" box when they create their RFI and select from the drawings in Procore for the project. Much like a specification can be selected in the RFI form. The drawing(s) you select will then show up in the drawing's information (not directly on the drawing). It would also be interesting, if the RFI could privately or publicly be dragged and dropped into position on the drawing at a later time.
Jonathan Schaeffer commented
To be able to link RFI's to drawings while creating it instead of having to find it after creating it to link it.
Creating an RFI on the PC.
Creating and RFI on the PC is cumbersome. Can Procore adjust the procedure similar to when you click on a detail tag in a drawing and it opens up another window? It would be nice when you create an RFI and you are filling out the information, when you click on drawing number it pulls up a list of all the drawings. When you click on that drawing it opens a secondary window were you can make up that page and then link it to the RFI you are working on. Right now you must create the RFI, put it in draft mode, back out of the RFI page, then go into the drawing, mark up the page to link the RFI. Back out of the Drawing page open the RFI tab then approve the RFI for distribution. I understand the RFI procedure is different on the tablet, however project managers should be able to create RFI's easier.
Brian Mathys commented
That is correct. If the drawings have already been uploaded, it would be great to be able to click "link drawings". This would jump to the drawings page where you could click boxes to select multiple drawings that should be linked.
The end product would look similar to if multiple drawings were attached to the submittal. The difference is that the links would jump to the Drawings tab rather than referring to duplicate drawings that are attached specifically to the submittal.
Please let me know if more clarification is needed!
Jesus Aguilar commented
Create a new submittal. There are drawings in the "Drawings" tab that I would like to refer the receiver of the submittal to. So, I would like to click which drawings I would like linked. Then, the receiver can click the hyperlink and it brings them to each of those drawings (which reside in the "Drawings" tab).
Matthew Redman commented
Initiate a drawing link for an RFI directly from the RFI edit page. Maybe a button in the "Linked drawings" section that opens up a widget to then add your RFI tag to the drawing.
Rachel W commented
It would be nice to have a way to select drawings to link to an RFI when in the RFI. Right now you have to go back to the drawings tool and link to the RFI. This should be a two way street.
Also if you get a sketch in the RFI there's no way to link it. You have to download and then find the drawing, open , go to the sketches tab and upload again.
It would be really nice if we had the ability to filter the Punch List log view by linked drawings. We would like to have the option to quickly see which Punch List items are linked to drawings and which ones aren't without having to manually View each Punch List item to find this information.
Chris Zacchilli commented
Maybe where it says linked drawings while editing or creating the RFI, it could give you a drop down menu where you select the drawing to link to and then it brings a picture of that drawing up which you can then cloud to show the area you are askng the question about.
Please streamline the web base RFI process. You should be able to create and RFI and link a drawing at the same time...or cloud a drawing and link an RFI at the same time. It's kind of a confusing process at this point
Matthew Redman commented
Allow RFI tagging from the RFI editing page instead of from the drawings. It would be nice if when you click into edit and RFI you could initiate a tag to the drawings from there rather than having to go to the drawings and remember the RFI number.
Alan Von Holten commented
When selecting a location, particularly while doing a daily log, having the ability to select a drawing and highlight or pinpoint an area on the drawing would be extremely beneficial.
Update RFI tool to have option to attach drawings from "Select a drawing from Procore" with markups included. The linked drawings feature is too time consuming and not intuitive.
Alex Benham commented
User wants to be able to link drawings from the RFI tool itself, instead of having to go to the Drawing to link to the RFI. This would save steps in linking the items
Peter Gudonis commented
Filter Punchlist by Drawing Sheet
For an apartment building with 150+ individual units, I've created unique drawing sheets for internal use. These unit pages reference the drawing set, but enable us to add layers of punchlist and checked items for each unit. If I want to filter items only for Unit 335, is there a way to print the drawing with punchlist items shown as well as the accompanying list of item descriptions?
I can do this in a few steps currently, but it would be great to have this as a filter option. Otherwise, I export the punchlist to excel, filter for the unit, and then simultaneously print out the related drawing sheet. It would be fantastic if there was an option similar to location that could filter and attach related items.
Bryan Magargee commented
Sort Punch Items By Drawing Number
Tim Dumatrait commented
add a punch item to a drawing from the punch list tool, rather than doing it from the drawing tool in the first place