Quais dados o Procore pode preencher automaticamente ao fazer upload de arquivos para a ferramenta Gestão de documentos?

Entrada automática de dados com base no conteúdo do arquivo

Procore uses a machine learning algorithm in the Document Management tool to scan the contents of PDF files and recognize patterns within a margin of error. The following fields can be detected and automatically populated:

• Type: For drawings and specifications, the Type field populates based off the document. Other document types will have the Type field left blank.

• Description: For drawings, the Description field populates with the description on the drawing sheet.

• Number: For drawings, the Number field populates with the number on the drawing sheet.

• Revision: For drawings, the Revision field populates with the revision number on the drawings sheet. If no revision number is found or the revision value includes special characters, the field is left blank.

• Date Authored: For drawings, the Date Authored field populates with the date that revision was authored, as indicated on the drawing sheet. If no date authored is found, the field is left blank. The date format used matches the project's language.

To optimize results, see How can I improve the accuracy of data populated in the Document Management tool?

Entrada automática de dados com base nas informações do projeto

É possível preencher automaticamente os seguintes campos com base nas informações existentes no projeto e sem recorrer ao aprendizado de máquina:

• Name: If the original filename matches the naming standard that has been configured for the project, then Procore will extract the codes and autofill each relevant field used in the naming standard when it detects a known code. See Automatic Data Entry with the Project's Naming Standard section below for more information.

• Project: The 'Project' field will populate based on what is entered in the 'Code' field in the Project level Admin tool. See What is the 'Code' field on the project creation page?However, if the project code segment in the filename differs from the code that was set for the project, the code from the filename will be entered into the Project field. This is intended to help confirm that files are uploaded to the correct project.

Entrada automática de dados com base no padrão de nomenclatura do projeto

If the filename of a document that you upload to the Document Management tool matches the naming standard set for the project, Procore will automatically populate document metadata based on keywords and identifiers within the original filename uploaded. See Edit the Naming Standard for the Document Management Tool.

You will need to make sure that fields with predetermined options (for example, 'L01' as a code for first floor level location in the Locations tool) are set up with appropriate codes prior to uploading documents, and that they exactly match the codes in the filenames of the documents. Any fields not detected from the filename, or not in the naming standard, will be left blank and must be filled out manually. See Complete Information for Documents in the Document Management Tool.

Note: For automatic data entry to work from the project's naming standard, the naming standard must include the Type field.