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)
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’.  |
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 | |
Date Submitted | |
Date Required | |
Date Returned | |
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