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The Drawing Form serves as a powerful tool with functionality akin to a pivot table. It allows you to effortlessly oversee and control all shop drawings within your entire project portfolio through a unified global view.

Organize your data to gain invaluable insights by arranging it in a manner that best suits your needs.
Take advantage of a wide array of grouping and sorting options, leveraging over a dozen properties associated with your drawing records. This flexibility empowers you to tailor your view, facilitating a seamless exploration of your project information.

Manage what you see, and how you see it.

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Sorting, Grouping, Filtering, and Managing your Data Attribute Columns

Click the left mouse button on any column header to perform a quick sort based on that column. Alternatively, right-click to access a pop-up menu offering options for grouping, sorting, filtering, and controls to show/hide columns. You can also adjust column widths and configure conditional formatting through this menu.

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Drag-and-Drop Column Headers to Group your Data

Create groupings of your data by dragging-and-dropping combinations of columns to the area of the data grid above the column headers where it reads: “Drag a column header here to group by that column.”

To ungroup, right click a column header and select ‘Ungroup’ from the pop-up context menu, or simply drag the column back to the grid where you would like it.

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Drawing Properties (Attributes/Metadata)

Property

Explanation

Type

“Select Drawing Type” window

Group

optional

free text field, organize drawings into groups

Number

automatic

identifying number assigned by application

Rev

automatic

revision number

No

optional

alphanumeric field, edit directly to add a unique identifier

Description

optional

alphanumeric field, edit directly, descriptive name

Status

“Drawing Status” window

Date fields:

  • Target

  • Started

  • Submitted

  • Returned

  • Required (by)

Left-click to open “Select a Date/Time” window

Edit the Date field, or select from calendar

Action Required By

optional

“Select Action Required By” window

Vendor

optional

“Select Vendor” window

Text fields:

  • Comments

  • Notes

  • Hours

optional

alphanumeric fields, edit directly as desired

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