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User Defined Columns (UDCs):

Offer the flexibility to augment the 23 pre-existing, reserved drawing properties.
This functionality enables you to extend and tailor the database to better suit your specific needs. Create additional columns for:

  • Quantities - (Five additional fields available by default)

  • Text Field - (10 additional fields available by default)

  • Checkbox - (Five additional fields available by default)

  • Date - (Four additional Date fields are available by default. See #6 below for more details.

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Aliases:

If your company employs abbreviations, acronyms, or other jargon, consider assigning aliases to the names of the 23 database columns provided. This practice ensures that your team members can easily comprehend and recognize the terminology used in your organization.

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Starting Rev:

The Drawings form tracks drawings from initiation to completion. Typically, client-submitted drawings return with redlined revisions. The software captures original dates and initiates a new revision, numbering it based on the 'Starting Revision Number' in your settings. Therefore, if the Starting Revision is set to zero (0), your first revision will be “Revision 1”.

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Edit Formula:

Each of the built-in drawing dates fields can be set to calculate via a formula that utilizes either one of the built-in drawing dates, or any Project milestone dates that you have set on the Settings->Project tab.

For this example, the Target Date is calculated by adding 15 Work Days to the ‘Project Awarded’ date.

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Change Date Calculation Order:

Custom formulas sequentially calculate drawing date fields. The "Change Date Calculation Order" setting empowers you to customize this sequence according to your organization's workflow by easily dragging and dropping the drawing lifecycle dates.

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Managing Revisions

  1. When a drawing requires revisions to be made, the new tracking record will be set to the status that you select here, from your Status pick list.

  2. Choose which Labor Department should be the default department for tracking job costing as it relates to Drawings.

  3. This setting allows you to set a global default number of days used to automatically calculate the Required Date automatically.

  4. What drawing date should be used when a new revision is created? Typically, you’ll set this to the Date Started.

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Note

Drawing Statuses must be created first. Therefore, before attempting to associate a drawing status with a Drawing Date field, the status record needs to exist.

Configuring Your Drawing Statuses

Once you have created your Drawing Statuses, you can associate each Drawing Dates with one or more status.

Here is a typical scenario:

A drawing begins in a status of “To Do”. When the Engineer, or Drafter begins work on the drawing, the status gets changed from “To Do”, to “In Progress”. The change in status triggers the “Date Started” to be populated with the computer’s system date.

Go to Settings->Options->Projects, select a Drawing Status from the Status dropdown, and associate it with a Drawing Date, by right-clicking in the ‘Dates Triggered for Status’ panel.

Once these settings have been established, any change in your drawing status, will automatically update its corresponding drawing date field.

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