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.
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.
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.
Drawing Properties (Attributes/Metadata)
Whether referred to as properties, attributes, or metadata, there are 23 standard fields that provide a place to store granular detail about your drawings. Whether, attributes, or meta
User-Defined Pick Lists
Pick List | Required/ | Explanation |
|---|---|---|
Type | Required | Select Drawing Type from Pick List. Types are created to align with your organization’s needs.  |
Status | Required | Statuses represent the current state of the drawing along its lifecycle, such as “To Do”, “In Progress”, or “Done” and are represented visually on the Kanban board as “Swimlanes”. Statuses are created by your organization to align with desired workflow. New records inherit the status that is set to ‘Default’.  |
Drawing Date Fields (Built-in)
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 |
|---|---|
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.  |
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, to provide enough time for revisions and to re-submit the drawings for client approval. 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 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
Configuring Your Drawing Dates
There are two ways that Drawing dates can be configured to calculate automatically:
Settings->Options->Drawings tab
 | User Defined Columns are additional database columns reserved for your organization’s customization of your drawing records. | |
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