Downloading plans from Procore is a straightforward process that allows you to access project drawings for offline viewing, sharing, or record-keeping. You can efficiently download individual drawings or multiple sets directly from the Drawings tool within your project.
Step-by-Step Guide to Downloading Drawings
Follow these simple steps to download the plans you need from Procore:
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Navigate to the Drawings Tool:
- From your project dashboard in Procore, locate and click on the Drawings tool. This will take you to the main page where all project drawings are managed.
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Select Your Desired Drawings:
- You have the option to select one or multiple drawings for download.
- To select individual drawings: Mark the checkbox located next to each specific drawing sheet you wish to download.
- Pro Tip: Look for filtering and search options within the Drawings tool to quickly locate specific sheets, disciplines, or drawing sets.
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Initiate the Download Process:
- Once you've selected your drawings, locate and click the Download Drawings button. This action typically appears at the top or bottom of the drawing list or within a toolbar.
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Configure Download Preferences:
- A "Download Drawings" window will appear, prompting you to set your preferences. This is a crucial step to ensure the downloaded files meet your specific requirements. Common preferences often include:
- File Format: Choose the desired output format, such as PDF (most common for drawings).
- Include Markups: Decide whether to include any existing markups, annotations, or RFI links that have been added to the drawings in Procore.
- Version History: Select if you want to download the current version only or include previous revisions.
- Sheet Set vs. Individual Sheets: You might have an option to download a compiled PDF of all selected sheets or individual PDF files for each sheet.
- Naming Convention: Some systems allow you to specify how the downloaded files will be named (e.g., sheet number, title, revision).
- A "Download Drawings" window will appear, prompting you to set your preferences. This is a crucial step to ensure the downloaded files meet your specific requirements. Common preferences often include:
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Confirm and Download:
- After setting your preferences, review your selections.
- Click the Download button to start the file transfer. The drawings will then download to your device's default download location.
Practical Insights for Efficient Downloads
To maximize your efficiency when downloading drawings from Procore, consider these tips:
- Batch Downloads: For multiple drawings, utilize the checkbox selection feature to download them all at once, saving time compared to downloading them individually.
- File Size Awareness: Be mindful that large drawing sets or high-resolution files can take longer to download, especially on slower internet connections.
- Organize Your Downloads: Before downloading, consider creating a specific folder on your computer to save your Procore plans, making them easy to find later.
- Mobile Access: While the steps above are for the web application, Procore's mobile apps also offer drawing viewing and often a download/offline access feature for on-the-go use.
Common Download Preferences Overview
Understanding the options available in the download preferences window can significantly enhance your experience. Here’s a summary:
| Preference Category | Description |
|---|---|
| File Format | Choose the output type, commonly PDF for viewable drawings. |
| Include Markups | Determines if all markups, specific markups, or no markups are embedded in the downloaded files. |
| Drawing Version | Select between the Current Version of the drawing or to include All Versions (if available) for historical context. |
| Download Type | Option to download as a Single Combined PDF (for multiple selected sheets) or Individual PDF Files for each sheet. |
| File Naming | Often allows for customization of the downloaded file names, such as [Sheet Number]_[Sheet Title] or [Discipline]_[Sheet Number]. |
Troubleshooting Download Issues
If you encounter issues while trying to download plans, consider the following:
- Internet Connection: Ensure you have a stable and active internet connection.
- Browser Settings: Check your browser's pop-up blocker or download settings, as they might interfere with the download process.
- Permissions: Verify that you have the necessary user permissions in Procore to download drawings. If not, contact your project administrator.
- Clear Cache: Sometimes, clearing your browser's cache and cookies can resolve minor display or functionality issues.
- Procore Support: If problems persist, refer to the Procore Support Documentation or contact Procore's customer support for assistance.
By following these guidelines, you can effectively download the project plans you need from Procore, ensuring you always have access to critical project information.
