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Drawing Date Fields (Built-in)
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In order for dates to be automatically set by formula or change in status, you must first configure settings in the Drawings and Project tabs of the Settings->Options. Click this link to see how to configure your Drawings for automation. |
Dates | Explanation |
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Users can enter dates manually or allow the system to update them automatically, based on formulas. Additionally, each of these system dates for tracking drawings can be aliased (e.g., “Target Date” can be labeled “Client Deadline”, or just “Target”, to shorten the width of the header.) | |
Target Date | The date you are intending to get the drawing to your customer/client. As with the other dates, this date can be set to compute automatically based on a formula.(e.g., ‘15 Working Days after Executed Contract date’) |
Date Started | The date the Engineer/Drafter begins work on the drawing. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from Not Started to In Progress). |
Date Submitted | The date the drawing is submitted to the customer/client. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from In Progress to In Submitted). |
Date Required | The date you want the drawing back from the customer/client, in order to have provide enough time to make necessary for revisions and to re-submit the drawings for client approval. This date can be set manually or set to automatically by In addition to manually setting this date, you can also allow the system to utilize the Default Days Allowed setting or make use of a formula. |
Date Returned | The date the customer/client returns the drawing regardless of whether the drawing was returned as “Approved” or “Revise & Resubmit”they marked it ‘Approved’ or otherwise. This date can be set manually or set to automatically update when the status of the drawing gets changed (e.g., from Submitted to Approved or Revision). |
Automation of Drawing dates
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There are two ways that Drawing dates can be configured to calculate automatically:
Settings->Options->Drawings tab
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User Defined Columns are additional database columns reserved for your organization’s customization of your drawing records. | ||