Workflows
Workflows
Start-to-finish tasks, using only what GoSurvey actually does.
1. Set up a new project drawing
Goal: a drawing configured the way you work, saved as a template.
Prerequisites: none.
- File → New.
- Type
UNITS. Set Length → Precision (3 decimals suits feet), Angle → Type toDeg/Min/SecorSurveyor's Units, and Insertion scale toFeetorMeters. Press Apply. - Type
LAYER. Add the layers you use —BOUNDARY,TOPO,TEXT,VPORTS, and so on. Set each one's colour and linetype. Untick Plot forVPORTS, so viewport borders never plot. - Type
STYLE. Create the text styles you use and Set Current on the default one. - Set the annotation scale on the status bar to the scale you usually plot at.
- In Properties → General with nothing selected, set Default text height (in) — 0.10 is a common choice.
- File → Save As… and save it somewhere permanent, e.g.
Templates\project-template.gs. - View → Settings… → Files → Startup template (.gs), browse to that file, and press Save startup preferences.
Result: every new drawing starts with your layers, styles, and scale.
2. Import survey points from the field
Goal: get a day's shots into a drawing.
Prerequisites: a CSV from the data collector.
- Type
IMPORTPOINTS(orIMPPTS). - Browse… to the CSV.
- Set Column order to match —
P,N,E,Z,Dfor PNEZD,P,E,N,Z,Dfor PENZD. - Tick First row is header (skip) if there is a header.
- Read the File preview. Confirm the columns line up with the preset you chose.
- Read the Validation summary. Press Refresh preview after any change.
- Press Import. If some rows are bad, confirm Import N valid row(s) and skip M bad row(s)?
- Read the command log for per-row problems — bad numbers and duplicate IDs are named with their line number.
- Type
ZE. - Type
VIEWPOINTSand spot-check a few coordinates against the field notes.
Troubleshooting: if nothing imported, the column order is almost certainly wrong. Look at the preview — northing and easting swapped is the usual cause, and it puts points in a different county.
3. Reduce a traverse and commit the stations
Goal: coordinates for a closed traverse, with closure documented.
Prerequisites: field observations, or an FBK file.
- Ribbon Survey → Traverse.
- Starting Station — enter the Start ID, northing, easting, elevation, and the Ref Bearing° of the backsight.
- Tick Closed Loop.
- + Add Leg for each leg. Expand it and enter the F1 and F2 horizontal and vertical angles and the distance. Set the Zenith° checkbox to match your instrument. (Or press Import .fbk… and skip to step 6 — this replaces the current traverse.)
- Check the computed bearings and coordinates in the summary rows.
- Calculate Closure… → Unadjusted tab. Read Linear misclosure and Precision: 1:N.
- Least Squares tab. Set Angle σ (sec), Dist σ (ft), and Dist ppm to your instrument's real figures. Press Recompute.
- Check the Std dev of unit weight — near 1.0 means your stated errors match the observations. Scan the residuals; one much larger than the rest is a blunder to go and check.
- Accept Least-Squares Result.
- Commit to Drawing. The stations become survey points.
- Open Reports in the left panel and confirm the traverse record.
4. Draw a boundary from points
Goal: boundary linework snapped exactly to the corner monuments.
Prerequisites: the corner points are in the drawing.
- Press
F3so OSNAP is on. Right-click OSNAP and make sure Survey point and Endpoint are ticked. - Set the current layer to
BOUNDARYon the ribbon. - Type
PL(POLYLINE). - Click each corner in order, snapping to the survey point markers.
- Type
CLOSEto close back to the first corner. - Type
ZE.
Alternative — from bearings and distances:
PL
(snap to the first corner)
A 132d15m30s
248.55
A 222d15m30s
150.00
...
CLOSE
Troubleshooting: if the polyline will not close cleanly, INVERSE between the first and last
corners to see the gap. A gap means an entered bearing or distance is wrong, not that the tool
failed.
5. Bring in a recorded plat as a PDF and trace it
Goal: get an old plat into the drawing at real coordinates.
Prerequisites: the plat as a PDF; state-plane coordinates for at least two monuments.
- Type
PA(PDFATTACH). - Browse… to the PDF, pick the page from the thumbnails, set Raster DPI to 200, and Attach. Place it roughly.
- Select the underlay and set Fade so you can see your own linework over it.
- Press
F3for OSNAP. Check the underlay's Lines snap toggle. - Either draw over the boundary with
PL, snapping to the PDF corners, or press Vectorize to convert the detected lines in bulk onto the current layer. - Run
OVERKILLto remove duplicates and merge collinear segments. - Run
JOINon chains that should be single objects. - Now fit it to control — see workflow 6.
6. Move a local drawing onto state plane
Goal: transform an assumed-coordinate drawing to real-world coordinates.
Prerequisites: at least two points whose real coordinates you know.
- Select the geometry to transform, or select nothing to transform everything.
- Type
AL(ALIGN). - If nothing was selected, window-select and press Enter (or press Enter with an empty selection to move everything).
- Source 1 — snap to the first known point in the drawing.
Destination 1 — type its real coordinates, e.g.
1543268.25,483112.90 - Source 2 / Destination 2 — repeat for the second point.
- Add more pairs if you have them. Press Enter to solve.
- In the results window, read the Resid column and the Point error (RMS). Press
-on any outlier and watch the RMS update. - Untick Apply Scale if the drawing is already at true scale, then press Apply. Tick it if the drawing was traced or digitised.
- Type
ZE. The status readout now shows real-world coordinates. - Check the Reports tab for the transformation record. Source points are now tagged
ADJand destinationsCON.
7. Build a ground surface
Goal: a TIN from field shots, kept up to date as more shots arrive.
Prerequisites: points in the drawing with field codes.
- Ribbon Survey → Groups → New point group. Name it
EG. - Set Raw description matches to
EG*. Watch the liveMatches N of M points.count. (Use Raw description, not Description — office edits to descriptions will not break it.) - Ribbon Survey → Surfaces → New from group… Name it
Existing Ground. - Tick the
EGgroup. Confirm the point count is at least 3. Press Create. - Read the reported point count, triangle count, and elevation range. An elevation range that is obviously wrong means a bad shot is in the group.
- Type
ORBITand drag to tilt the view. Elevation problems are obvious from a 3/4 angle and invisible in plan. (Visual style does not shade a TIN — see Known Limitations.) - Type
SE(SURFELEV) and spot-check elevations against known shots.
Later, after importing more shots coded EG:
- Survey → Surfaces, select the surface, press Rebuild. The new points are already in the group — nothing needs re-selecting.
8. Annotate a survey
Goal: labelled points and sheet notes.
- Set the annotation scale on the status bar to the scale you will plot at. Do this first — it decides the size everything is created at.
- Select the points to label and set their Label style in the Properties panel.
- Settings → Drafting — adjust Label center east/north of point (plotted in) so labels sit where you want them, and set Coordinate display precision.
- If a label lands on top of linework, drag it away. A leader arrow appears automatically.
- For notes, set the current layer to
TEXT, then typeMT(MTEXT), drag a frame, and type. Use the Text Formatting toolbar for fonts, sizes, and colours. - For dimensions, use
DAL(aligned) orDLI(linear). At the linear dimension-line prompt,HandVlock the orientation.
9. Build a plot sheet and produce a PDF
Goal: an 11" × 17" sheet at 1" = 50', plotted to PDF.
- Press + on the status bar to add a layout. Right-click its tab ▸ Rename and give it a name.
- Right-click the tab ▸ Page Setup Manager… Set Paper size to
ANSI B (11" x 17")and Drawing orientation toLandscape. Confirm the reported plot size. - Right-click the tab ▸ Viewports… → + Add viewport. Set X, Y, W, H in paper
inches, Center X / Center Y to the model point you want centred, and Scale (model/in) to
50. - Set the viewport's Layer to a non-plottable layer so its border does not print.
- Set the status-bar annotation scale to
1" = 50'so text and labels are sized to match. - Turn VPLOCK on so panning cannot rescale the viewport.
- In paper space, draw the border and titleblock with
RECT,LINE, andMTEXT— all in paper inches. - To fine-tune what the viewport shows, double-click into it (FLOAT), pan, then press
Esc. Or set Center X / Center Y numerically, which is repeatable. - Use
VPFREEZEto hide layers you do not want in this view. - Ribbon Layout → Plot. Choose an output path. The log reports
PLOT — wrote 1 page(s) to <path>.
For a multi-page set: repeat for each sheet, then ribbon Layout → Batch, tick the layouts, and Plot to PDF…. Pages come out in layout order — reorder with Move or Copy… first if that matters.
10. Exchange with AutoCAD or Civil 3D
Sending work out:
- File → Export DXF… for the linework.
EXPORTPOINTSfor the survey points as a CSV — the reliable route into Civil 3D's point database.- Tell the recipient the DXF is ASCII AC1032 and that dimensions are exploded.
Bringing work in:
- File → Import DXF… for the linework. Read the log — it names the paper-space entities and unsupported records it skipped.
IMPORTPOINTSfor the points as CSV. Do this in either order — importing a DXF keeps the survey points already in the session.- If IDs collide at the DXF merge, choose overwrite or offset.
ZE, thenOVERKILLto clean up stacked duplicates from the import.
Civil 3D COGO points will not come through a DXF — they are custom objects. CSV is the route.
11. A complete small project
- New drawing from your template (workflow 1).
IMPORTPOINTS— the field CSV (workflow 2).- Traverse Editor — reduce and commit the control (workflow 3).
ALIGN— onto state plane if the work was local (workflow 6).PL— boundary and linework from the points (workflow 4).- Survey → Groups and Surfaces — a ground surface (workflow 7).
- Label points, add notes and dimensions (workflow 8).
OVERKILL— final cleanup.- Build the layout and plot the PDF (workflow 9).
EXPORTPOINTSand Export DXF… for the client (workflow 10).Ctrl+S.
Related
Getting Started · Survey Points · Traverse Editor · Coordinate Alignment · Plotting · Troubleshooting