Drawings Main Screen
Drawings Grid List
Located in IMS main menu, the Drawings main grid uses the familiar IMS Grid List interface to show all drawings (e.g., CAD files, PDFs) that are assigned to an entity in IMS.
To view the Drawings main grid:
Click Drawings on the IMS Main Menu.
Click Drawings to open the Main Grid.
Note
If the Drawings Main Menu is not visible in IMS, you may have to enable it in My Account. To learn more, see: Navigating IMS Main Menu Items.
By default, the Drawings Main Grid displays a list of drawings ordered by name, as well as:
The Source of the Drawing, when it has not been uploaded to IMS.
Whether or not a Drawing has recently been updated.
Any labels assigned to the Drawing.
The last time the Drawing was updated.
The Drawing Version Number.
Sub-Source and sub-type for the drawing.
To see which Equipment a Drawing has been assigned to:
Click the caron.
A list of the Equipment to which the Drawing has been assigned will be displayed below the Drawing Name.
Expanded Drawing View Showing Associated Equipment.
Click on the drawing name to view the Drawing Details Page.
Previewing Drawings from IMS Main Grids
To view a preview of any drawings associated with a piece of Equipment or a Schedule, select a record in the Main Grid, and click the i button to open the Info Pane. The Info Pane will also display a preview in the Drawings Main Grid.
IMS Main Grid Drawing Preview.
User Note
To learn more about the Info Pane, see: IMS Main Screen (Grid List).
Uploading Drawings
Drawings can be uploaded directly from the Drawings Main Screen.
To upload drawings from the Drawings Main Screen:
Navigate to the Drawings Main Screen.
Click + in the top left corner of the Drawings Main Grid.
Click + to add Drawings.
Select the Drawing you want to upload.
Assign a Drawing ID.
Select a piece of Equipment to connect to the Drawing.
Click Save.
Drawing Upload Dialog.
The uploaded Drawing will be shown in the Drawings Main Grid.
Bulk Assigning Drawings to Equipment
In addition to assigning Drawings to Entities from the Entity’s Details Page, Drawings can be assigned to Equipment in bulk.
To bulk assign Drawings to Equipment:
Select the desired Drawing from the Drawings Grid List.
Click Export for Import to download an MS Excel template.
Click Export for Import.
Click Here to download the Export for Import MS Excel Template.
Click Here to download MS Excel Template.
Fill in the Equipment Fields in the MS Excel template and save the file. Be sure to leave the Entity Type and Handle fields empty.
Click the Bulk Import Equipment button.
Click Bulk Import Equipment Button.
Follow the instructions to complete the import and assignment.
Bulk Assigning Drawing Sub-Types
To bulk assign Drawing sub-types:
Select the Drawings for which you want to assign sub-types.
Click Export.
Click Export.
Click Here to download the MS Excel Export for Import Template.
Click Here to Download MS Excel Template.
Fill in the required fields.
Click the Import button.
Click Import.
Follow the instructions to complete the sub-type assignment.