Drawing List
The Drawing phase involves further development of the project in detail to meet the project's objective. The team identifies the work to be done. The project's tasks and resource requirements are identified, along with the strategy for producing them. Includes proper construction planning to be specified based on category.
Select Drawing from menu. Now you would see the drawing summary in short which includes Graphical Data Representation & Drawing Status Breakdown.
Drawing Group
- Click on Drawing Group as shown if you wish to add a new group for Drawing.
- You can see all the list of Drawing groups which were previously added.
- Enter proper data and select the entity. Now click on Add Drawing Group to add a group directly.
- Use the first button under Action column to Edit a particular drawing.
- Click on Update Drawing Group after editing is done.
- You can delete a particular Drawing Group using the 2nd button under Action column.
- You can see the drawing groups on the left hand side as shown. Newly added drawing group would be added to the same list.
- You can perform multiple actions on the drawing group by clicking on the Kebab Menu as shown.
- By clicking Edit you can update the depicted entries. Just click on Update Drawing Group once done.
- Clicking Delete would delete that particular entry.
New Drawing
- To create a new drawing, click on New Drawing.
- You can select the drawing group under which you want the new plan to be added.
- Drawing will be added under the relevant category based upon your selection.
- Add the details and click on Add. The changes will be reflected in the list. It will be added to the mentioned category.
Export Drawing
- Click on Download button next to +.
- Select the dates, categories and status. Once all the inputs are properly mentioned, click on Export.
- The file will be downloaded locally.
Preview Drawing
- Use the Eye, i.e. the first button under Action column to view the uploaded document relevant to
the drawing/plan.
- Here you can download an individual file by clicking on the Download button as shown.
- In case you want to download all files (if multiple files are present), just use the Download All Files button. All these will be downloaded locally.
- The Eye button you see over here shows the exhaustive view of the relevant plan.
- A pdf consisting of the entire plan can be downloaded locally.
- You can even print the same. Also, you can see multiple options as shown.
- Use the x to close the pdf.
Edit Drawing
- To update a plan click on Edit, change desired data.
- Revision field indicates the number of times the plan has been revised.
- You can upload only .pdf and .dwg files.
- Ultimately click on Update.
Audit Report
What is an Audit Report?
Audit Report is a statement of collected and considered facts, so drawn up as to give
clear and concise information to persons who are not already in possession of the full facts
of subject matter of the report.
- Click on the option under Action to open Audit Report. Just hover on the icon and you would know which is the audit button. It shows the actions (add, update, delete) performed by a user if any.
- Click on Create to add new feed
- You can also select a user/users while creating a feed
- You can also upload a relevant file. Just click on Attach File
Drawing Approvals
- Click the button under Action column to see the Approval list.
- Just hover on the icon to know which button is for approval.
- On opening you would be able to see the users with their approval status and approval workflow.
Kebab Menu
- Click on the last option under Action to open theKebab Menu. It shows the operations such as (Delete, Email, Print, View) for the user to perform.
- Click on View to view the Drawing details.
- Click on Delete to delete the Drawing Group and its details.
- Click on Email to view Email option as shown in the below figure.
- Similarly click on Print to view the PDF of the same and download the print the document.
Add Category
- Click on Plus as shown to add a new category.
- You will see all the category list which were already added.
- Add data and click on Add to add a new category.
- You can use the first button under Action to edit that particular category. Modify the name and ultimately click on Update.
- Use the next button to delete that category.
Comment
- Click on Comment button as shown. Fill in the required details. Mention proper inputs and click on Save button.
- You can view the report by clicking on the Eye icon as shown. A pdf will be opened. You can download or print the pdf as per your choice.
- To download a report directly, just click the Download button.
- Use the Kebab Menu to edit the report.
- Click on Edit from Kebab Menu to edit the report.
- Change desired data.
- Here you would be able to view previously added attachments. You can simply remove them using the x button.
- Ultimately click on Update.
Search Using Filter
- You can use the filter as shown to see only desired data.
- Select dates, Phase & Drawing Group.
- Ultimately click on Search.
Column Visibility
- You can control what column you prefer to be seen.
- Just click on the Settings icon as shown in the below image.
- Tick the columns that you want to view and untick the ones you don't desire to view.
- In case you change your mind, you can tick the untick ones and vice-versa.