Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to add pins to Drawings, users will need Edit permissions for Drawings
In SiteMax, the ability to connect various project elements, such as RFIs, tasks, punch items, and change orders, with drawings provides enhanced organization and clarity. It can be accessed from within the drawings.
This guide will demonstrate how to establish drawing connections within SiteMax for improved collaboration and streamlined project management.
What can you link in drawings?
1. Referencing RFIs within Drawings
You can reference RFIs within your drawings and see the linked image in your RFI. This allows users to indicate the connection between a specific area or element on the drawing and the associated RFI, providing a visual cue for further information. Check the visual below:
When you reference RFIs in drawings, this is what it will look like:
Then, at the bottom of the RFI form, the following information will be displayed:
2. Referencing Tasks in Drawings Using Markers:
By placing markers at specific locations in a drawing, you can reference and link them to corresponding tasks.
This visual representation enhances clarity and ensures that individuals working with the drawing can easily identify the tasks involved.
3. Referencing Punch Items within Drawings:
Within a drawing, it is possible to reference and link punch items directly.
This allows users with correct permission to locate and review punch items associated with specific areas or elements on the drawing, promoting efficient resolution.
4. Referencing Change Order within Drawings:
Linking change orders to drawings is important and useful because it provides a visual representation of the requested changes. This helps users easily understand and visualize the changes being made, reducing misinterpretation and potential errors during the implementation phase.
