Drawings

Overview

Note: Help content (except videos) has been updated to reflect the UI/UX changes in CORE.

Construction drawings are graphic representation of what is to be built, indicating the arrangement of components, dimensions and other detailing of the buildings using standard architectural terminology and symbols. These drawings are typically drawn to scale in an elevation, location plan or section view and comprise of floor plans, interior and exterior elevations, detail drawings, shop drawings, site plans, etc. Nowadays, construction drawings are rarely prepared by hand and mostly created using the Computer Aided Design (CAD) software.

The main purpose of the Drawings screen in CORE is to allow you add and track project-related drawings. CORE provides relevant notifications when drawings are assigned to contacts to help them stay on top of them. Click to watch this video on creating drawings in CORE.

Drawings are specifically used in the architecture and engineering industries. This feature is available only if you select Architectural & Engineering industry type when creating your CORE company account.

Field Descriptions

Basic Tasks

Add Drawings

Edit Drawings

View Reports

Advanced Tasks

Add Documents

Batch Update Drawings

Export Drawings

Show/Hide Columns in Grid

Apply Filters

Mark Screen as Favorite

Field Descriptions

Add Drawings

To add a new drawing:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. Click Create New on the top-right.
3. On the Add Drawing screen, enter the required information. Check Field Descriptions above for details.
   • Project
   • Drawing #
   • Title
   • Contacts: associated with the drawing
   • Status
4. Enter the relevant dates. Click Save & Done or Save & Add Another.

Edit Drawings

You can view, enter and edit drawing details in the detail view.

To edit a drawing:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. In the list view, select a drawing on the grid that you want to edit and click  to select View Details.
3. On the Edit Drawing > Details screen, enter more details or make the desired changes.
4. Click Save & Done.

View Reports

To view a report:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. In the list view, click More > View Reports.
3. Select a report from the Report List dialog. It opens in the viewer.
4. Preview the report and then choose to export or print it.

Add Documents

To add a document:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.

2. In the list view, select a drawing on the grid and click  to select View Details.

3. On the Edit Drawing > Documents tab, click Add.
   
   
   
   

4. On the Add Documents dialog, select the relevant tab, depending on the type of attachments.

   • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.
   • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.
   • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.
   • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.
   • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.
   • Box: To link files stored in your Box account, enter its Description and then browse for it.
   • Resource Library: To link company resources, select the resource from the library. This option is available only with CORE CRM.
5. Click Add.

CORE pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees, or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the   row-action menu. CORE automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration. Check CORE Help Center for more details on Documents

Batch Update Drawings

Batch update allows you to edit multiple attributes of multiple drawings at a time and reset the values to none if the field is not required. This process is irreversible.

To update drawings in a batch mode:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. Select the drawings on the grid that you want to update and click Actions > Batch Update.
3. On the Batch Update dialog, select the relevant fields and then enter new values for them.
4. Check the disclaimer at the bottom and click Update.

All the selected records are updated with the changes.

Export Drawings

In CORE, you can export drawings to the Comma Separated Values file format. CORE exports data from all available columns and not just the columns visible in the grid.

To export the drawing to a .CSV file, watch this video or follow these steps:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. In the list view, click More > Export as CSV.
3. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs. 
   
   
   
   
2. In the list view, click More > Show/Hide Columns on the action bar.
3. Select or un-select the column names in the drop-down list, say Date Issued.
4. Next, click the column name you want to sort the data by, say Title.
5. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. In the list view, click   on the right.
3. On the Filters panel, select a filter from the drop-down and specify individual records or range.
4. Click Add Filters to specify more filters.
5. When you have finished, click Apply Filter . You can see selective data now.
6. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click  next to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in CORE as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in CORE from User Settings.

To mark this screen as your favorite, watch this video or follow these steps:

1. Open the Drawings screen from the side menu > Projects > Manage RFIs.
   
   
   
   
2. In the list view, click  on the top-right.
3. You can access this screen from the side menu under Favorites.