Mark Up Drawings

The Markup toolbar on the left side gives you single-click access to all of the
different editing tools.
First, the select tool lets you grab a point of a drawing and drag it around on
the screen. You’ll want to remember that when you’re adding markups and want to
drag the drawing around, you must to first click this icon before you can adjust your
view.
Next, you can use the pencil or highlighter tools to draw free form markups. The
only difference between these two similar tools is the stroke width and the opacity of
the line. To draw a straight line, simply hold down the Shift key on your keyboard as
you draw. And don’t worry about positioning the line or shape perfectly the first time.
Once you draw a shape, you’ll be able to move it around to the desired location. Once
you get your line or shape in the right spot, you can link the line or shape to other
related items in Procore such as an RFI, document, observation, inspection, sketch, or
submittal. It’s important to note that you will not see all of these tools if you do not
have items in those tools. For example, if you don’t have any uploaded submittals on
your project, you will not be able to link them to your drawing. You’ll also notice two
tools that have appeared at the bottom: the color and stroke tool. This allows you to
customize how the markup appears. These additional tools will only appear on shapes
which they apply.
The shape tool lets you quickly create several predefined shapes. Once you
draw a shape, you’ll still be able to change its shape and location. As you can see, you
can also link the shape to related items. Let’s link this to the RFI that references this
column.
The arrow and line tools let you create arrows and lines on the drawing. And
just like the shape tool, you can link the arrow or line to an item in procore.
Use the Text tool to add a quick note anywhere on the drawing. Draw a text
box, and then enter your message. Both Link and Publish options are available for text
boxes.
Measure approximate distances on your drawing by first calibrating a known
distance on the drawing, like a wall, then you can calculate distances and areas on your
drawing.


Unlike the line and shape tools which let you link to related items in Procore, the
Drawing Link tool lets you draw turquoise shapes that link directly to other drawing
sheets, similar to the drawing sheet links that are automatically added to the drawing
when it’s uploaded into Procore. You might want to manually add drawing links if you
want to provide additional references for your team. For instance, we might want to
link the structural schedule here for the team when they reference the addition of the
column in this room.
Use the punch tool to drop a pin and add a link to an existing punch list item,
which gives assigned subcontractors an even more precise location to find the related
issue. For example, if they’re going off of a general reference like section C-7 on a
drawing or Conference Room B, they might waste a lot of time finding the actual punch
item, especially if it’s in a large area.
If you’d like to attach a photo to the drawing, click the photos markup tool. Once
you select it, click on the drawing where you’d like to attach the photo. Once you click,
you’ll be able to select a file from your computer or from the project’s Photos tool in
Procore. If you’re working on a mobile device, you’ll be able to take photos and attach
them right to the drawing itself using the photos markup tool.
It’s important to note that there are two different “layers” of markups. When
you first add markups to a drawing, you will be adding them to your own personal
layer. Only you can see markups on this personal layer. Once you’ve added markups
to the drawing’s Personal layer, you have the option of publishing them and making
them viewable to the rest of your team. Any user that has ‘Standard’ access or above
on the Drawings tool can publish their markups. It’s important to remember that once
you publish a markup, you will no longer be able to edit it. If you want to make changes,
you’ll have to delete it and then add a new markup. It’s worth noting that published
markups can only be deleted by users with ‘Admin’ permissions on the Drawings tool.
Now let me show you something that’s going to make your life so much easier,
when you’re managing markups on drawings. Whenever a new markup is added to a
drawing that you haven’t seen yet, a red dot will appear next to this Markup Activity
icon. If you click the icon, you’ll see a chronological list of each markup on the page,
who added it, and when. If you hover over the entry, it’ll highlight the actual markup
on the drawing. Now, if you want to hide certain markups, click the Filter Markup icon,
and click the Eye icon to show and hide certain markups and layers. You can also view
general information about the drawing and download a PDF of the drawing at any
time. Any currently viewable markups will be included.


Since markup changes are automatically saved, you can exit out of Fullscreen
when you’re done.
Notice that when you use the “Info” option of a drawing, only the published
markups are shown. Personal markups can only be seen in Fullscreen mode assuming
that the Personal layer is visible.

See Also
• View Drawings
• Mark Up a Drawing