Drawing Markups

Overview

This section provides a guide for using the Drawing Mark-up tools to record useful information, link to other tools (ie Inspections, RFI’s etc.) and collaborate with other users.

Objectives

Mark-up drawings, publish and link to other tools
Add / remove mark-up layers for intended view

Things to Consider

Drawings can be marked up using either the Mobile App or Web version, however the Mobile App provides the most functionality for linking to other tools.
Drawing Mark-ups should only be Published to pin point the location of another function (RFI, Defect etc.).

Guide

Detailed Steps	Support Link
Marking Up a Drawing From the Project Management menu, select the Drawings tool and open the relevant Drawing. When deciding this, consider what drawing gives the best view of detail for the function. For example, raising an RFI for a connection detail would be best be initiated from a Structural Detail Drawing. Zoom to the intended view then tap that screen – The Mark-up tools can be used. Refer to support link for detailed tool descriptions. The Pen, Cloud, Arrow and Text mark-ups can be used to link an RFI, Submittal, Document, Observation, Inspection or Correspondence item. The Ruler can be used to measure a drawn distance (drawing scale must be calibrated first) The Pin can be used to link an Observation, Defect or Photo.	Marking up a Drawing Calibrate a Drawing Add Measurements Link Mark-ups to Tools
Viewing Layers When viewing a drawing, the mark-up layers can be turned on and off as needed for the desired view. Personal Layer includes all personal mark-ups that have not been published. Published Layer includes all published mark-ups from all users. To change the layer view, select the filter button then use the button to turn layers on / off. Different types of mark-ups can also be turned on / off in this menu to allow users to filter based on linked tools.	Viewing Drawing Layers What’s the difference?
Emailing a Snapshot It may be necessary to send an external party a Snapshot of a Drawing. This can be done by zooming to the desired view then clicking the button and selecting Email Snapshot. Note: This will use your default email app on your device to send the email.	Email a Snapshot

Detailed Steps

Support Link

Marking Up a Drawing

From the Project Management menu, select the Drawings tool and open the relevant Drawing.

When deciding this, consider what drawing gives the best view of detail for the function. For example, raising an RFI for a connection detail would be best be initiated from a Structural Detail Drawing.

Zoom to the intended view then tap that screen – The Mark-up tools can be used. Refer to support link for detailed tool descriptions.

The Pen, Cloud, Arrow and Text mark-ups can be used to link an RFI, Submittal, Document, Observation, Inspection or Correspondence item.
The Ruler can be used to measure a drawn distance (drawing scale must be calibrated first)
The Pin can be used to link an Observation, Defect or Photo.

Marking up a Drawing

Calibrate a Drawing

Add Measurements

Link Mark-ups to Tools

Viewing Layers

When viewing a drawing, the mark-up layers can be turned on and off as needed for the desired view.

Personal Layer includes all personal mark-ups that have not been published.

Published Layer includes all published mark-ups from all users.

To change the layer view, select the filter button A picture containing chart

Description automatically generated then use the Icon

Description automatically generated with medium confidence button to turn layers on / off.

Different types of mark-ups can also be turned on / off in this menu to allow users to filter based on linked tools.

Viewing Drawing Layers

What’s the difference?

Emailing a Snapshot

It may be necessary to send an external party a Snapshot of a Drawing. This can be done by zooming to the desired view then clicking the Icon

Description automatically generated button and selecting Email Snapshot.

Note: This will use your default email app on your device to send the email.

Email a Snapshot

Handy Tips

A Personal mark-up will not be viewable by anyone else until it is Published.

All previously added mark-ups on an existing drawing in Procore will be preserved and inherited if a newer version of the drawing is uploaded. You should automatically see all of the same personal and published mark-ups on top of the new revision.