Shop drawings dashboard tracking with sample file

Tracking and managing shop drawings plays a crucial role in project execution, as it ensures timely approvals, helps prevent delays, and keeps deliverables aligned with project requirements. In this article, I will give you some ideas for charts that will help you to track your shop drawings successfully.

Step 1: Establish a Shop Drawing Log

Shop Drawing Log The Shop Drawing Log forms the backbone of shop drawing tracking, allowing you to log, track, and update the status of each drawing.

First, you should copy the Engineering data from your Primavera Baseline schedule:

1. Planned dates for all submittals and approvals should be logged from the Primavera baseline schedule
2. The zone or building referred to each activity.
3. Additionally, include activity codes in your project, if applicable.

Subsequently, make sure to add columns for the actual submission and approval dates to your log. Moreover, include the shop drawing code and, where applicable, the response revision to ensure comprehensive tracking.

Step 2: Create the Tracker Dashboard

As shown below, you can see an image of the final dashboard that you can create by following the steps outlined in this article. Keep in mind that this dashboard is fully automated; once you update the data date and add new submittals and approvals, all calculations will be updated automatically.

The first thing you must put in your sheet is the “Data Date.” Consequently, the dashboard will automatically update whenever you modify that date.

After adding the data date, here are some charts to help you track your shop drawings.

Chart 1:

The shop drawing progress chart will help you track the Planned, actual, and forecast submission of your shop drawings distributed over the months. The chart data comes from this table:

The shop drawing progress chart derives its data directly from your log table. As you add or modify information in your log sheet, the table and corresponding chart will automatically update to reflect the changes.

Chart 2:

RECOMMENDED COURSE

Power Bi Monitoring and Controlling with P6

Microsoft Power BI is very easy software. However, it is magically solved the slow performance of excel for large data, added new…

• 1,200 students
• WhatsApp support group
• Certificate

View course

Feb 2025 planned submittal by building chart shows the total of planned submittal drawings in any month of your project divided by the building for each drawing. The chart data comes from this pivot table in your log sheet:

Planned submittal by building a chart table will update automatically when you add or change any data in your log sheet, and the chart will also be updated automatically. You can also create slicers to filter the data by month and year.

Chart 3:

By shop drawing progress chart, you can track the status of your shop drawings overall and your project duration from the start date to the data date of your dashboard. The chart data comes from this pivot table in your log sheet:

·         UR: Refers to the drawings currently under review.

·         Code A/B: Represents the total number of drawings with codes “A” and “B” combined.

·         Code C: Refers to the drawings that are exclusively assigned code “C”.

This table will update automatically when you add or change any data in your log sheet, and the chart will also be updated automatically.

Chart 4:

Charts track shop drawing progress: “achieved” shows approved drawings (codes A or B), while “remaining” includes unapproved ones. The chart data comes from the pivot table in your log sheet.

This table will update automatically when you add or change any data in your log sheet, and the chart will also be updated automatically.

Step 3: create your overall tracking table.

Overall tracking table will help you to track the shop drawing submissions and approvals. It is a table to track the status and progress of drawings identified regarding zones and buildings. Here are its components:

Columns:

Drawing Name: Drawing Name: This column displays the names and descriptions of the drawings, which are sorted by building, zone, and specific disciplines. For instance, the table includes disciplines such as ARCH and MEP to ensure clarity.

Plan Submittal: Indicates the number of drawings scheduled for submission.

Act Submittal: The actual number of drawings submitted.

Plan Approval: Reflects the percentage or target for planned approval.

Act Approval: Percentage of approved drawings.

Code A, Code B, Code C: Count or categorization of drawings regarding review status or approval code.

Under Review: Number of drawings under review.

Rows:

The rows display a hierarchy, starting with Building Names like Building C and Building F, then progressing further.

Each building is divided into Zones, such as Zone-A, to maintain clear organization and easy navigation.

Under each zone, drawing categories like ARCH and MEP, along with specific identifiers, are neatly listed.

Color Coding:

Use alternating blue and white shades in tracking tables to improve readability and highlight rows or sections. Dark blue rows show summary data like totals, while lighter rows display individual drawing details for clarity.

Data Representation:

There are percentages, like 100%, in showing the planned and actual progress within the table.

Columns like ‘Code A’ and ‘Under Review’ provide clear, quantitative tracking of drawing statuses for better oversight.

Overview

 This table aims to provide a summary, status, and progress of shop drawing submissions and approvals against various buildings/zones/disciplines involved in a project. This tracks the planned versus actual data and categorizes drawings by their review and approval status.

Conclusion

An effective dashboard and tracking system for project shop drawings serve as crucial tools for achieving project success. A well-designed dashboard consolidates data, delivering real-time updates to help teams track progress, spot bottlenecks, and make quick decisions. Precise reporting converts raw data into actionable insight that enables transparency and cooperation among stakeholders. Learn to create charts and tables for dashboards, plus tools for tracking shop drawings and project details, with ease. The Data Management and Planning Reporting Skills Course provides essential techniques and reporting methods that will empower you to produce strong and comprehensive project reports.

 Hurry up and join the Course!

Download the Resources of this Article

Shop drawings dashboard tracking with sample file 1.03 MB 3508 downloads

This File is included in the following course(s)

Data Management

---

Keep in Touch

Join our Email Newsletters and receive FREE weekly useful content!

Your Name

Email

---

Related posts:

Build your Dream First How to connect Primavera P6 to Power BI (Full Guide) Paste values from single cell to merged cell in excel Understanding Merge Hotspot, Diverge Hotspot, and Logic Hotspot in Project Scheduling Why is the total cost in the power Query different than BOQ?