Uploading drawings, specifications, and addenda to a project in the Bidding status is an important step in project setup. You can have multiple folders with different drawing types listed in your planroom.
Here is how you will add a new folder and upload your drawings.
Uploading Drawings
Project List> Select Project> Planroom> Drawings
Click +Upload and Select the option: Upload File(s) without Splitting and Scanning or Upload Files for Splitting, Scanning and Linking> click NEXT
On the pop up that will appear, please enter:
Set Name (*required)
Attach files (*required)
Set Date (if no Date is entered it will default to the Upload date but can be changed later)
Enter Version or Revision Name or Number (optional)
Upload File(s) without Splitting and Scanning
After clicking +Upload> filling up the Set Name, Set Date and Attach the file> click UPLOAD ONLY.
Once it loads, the set will automatically be added to your Planroom> Drawings
Upload Files for Splitting, Scanning and Linking
After clicking +Upload> filling up the Set Name, Set Date and Attach the file> click UPLOAD FILES.
Once the uploading is done, you may Go to Progress Log> click PROCESS.
To select the region of the plans to read with OCR, click the pencil next to the cell and use your mouse to select the desired region. Drag or resize the selection box to adjust the text information captured.
The arrows will turn to a green check mark when information has been read successfully.
Click on any double arrows to bypass a cell you do not want to read.
When all cells have either been scanned or skipped, you will be able to click on the Confirm and Go to Review button.
You may Go to Progress log again> and click REVIEW. Check the Drawing details for each file and click APPROVE
After Approving all files> click PUBLISH
Your files will show in the new folder on your drawing list:
Additional Information:
To add files to an existing set of plans, you may click +Upload> select an option> click NEXT> on the Set Name, choose from the dropdown the Set you want the files to be added> Attach the files> Click Upload Files. Once the files are done, you may proceed on Filling up the drawings details again> Reviewing> Approving and Publishing. After Publishing, the additional files will be added to the existing Set of Plans
If you would like to delete a file inside a Set, you may click the three dots below the file> choose DELETE
SPECIFICATIONS
Adding Specifications
To add Specifications, you may Go to Planroom> Specifications and click +Add Specifications
Choose the Date> Drag & Drop the file and click SAVE
Deleting files in the Specifications section:
To remove files from the Specifications section, simply click the trash can icon next to the file you wish to remove.
ADDENDA
Adding Addenda
To add Addenda, you may Go to Planroom> Addenda and click +Add Addenda
Choose the Date> Drag & Drop the file and click SAVE
Deleting files in the Addenda section:
To remove files from the Addenda section, simply click the trash can icon next to the file you wish to remove.