Folders Projects, Folders and Menus. Table of Contents. 1.0 Folder Types. 2.0 Folder Menu Commands
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1 Folders Projects, Folders and Menus Table of Contents 1.0 Folder Types 2.0 Folder Menu Commands
2 1.0 Folder Types ProjectWise folders differ from Windows folders in that each ProjectWise folder has a type, properties and security assigned to it. However, you can perform similar actions on ProjectWise folders much in the same way you perform actions on folders in Windows such as; copy, delete, move, etc. Unlike Windows, ProjectWise has different types of folders. The primary type of folders are those that contain subfolders and documents, those that contain searches, and those that contain messages. The type of folder is indicated in ProjectWise Explorer by an icon. Here is a list of the icons and their meanings. Icon Description ProjectWise Datasource not logged in ProjectWise Datasource logged in Project folder Subfolder Search folder Page 2
3 2.0 Folder Menu Commands The Folder commands are located in the Folder menu found in the main menu bar or by rightclicking on a folder which will open the popup menu. The commands in both menus are identical. The folder commands available to you are based on the security applied to the existing folder and the privileges granted to you. Below are the menu commands listed in the same order as you will find them in the Folder menu. Commands not listed here are considered as either Advanced or for CAD use only and are covered in the appropriate manual. New Folder The New Folder command allows you to create a folder to contain documents. Follow the steps below to create a new folder. 1. Click on an existing folder where you would like to create a subfolder. Page 3
4 2. Select from the menu Folder > New Folder. The Create Folder dialog opens. 3. In the Name field, enter a name for the new folder. The Name field is limited to 63 characters. 4. (Optional) In the Description field, enter a description for the new folder. The Description field is limited to 127 characters. 5. (Optional) To change the location where the folder will be created, click the Change button in the Parent section to open the Select Folder dialog. Select a different folder or project to create this folder in, and then click the OK button. 6. (Optional) Assign an Environment to this folder. By default, this folders environment will default to the AECOM standard. You should only change this setting if required by the project. Changing this setting will affect future searches for documents in this folder. 7. The Storage for the folder should never be changed. Leave the setting as is. 8. (Optional) In the Owner section, by default you are assigned as the owner of the folder that you are creating. You can leave the default as is, or you can assign someone else as the folder owner. To change the folder ownership, click the Change button, select a name from the list and then click the OK button. 9. Click the OK button to create the folder. Page 4
5 Open in New Window Opens the selected folder in a new window. All the document functions are still available by right-clicking in the new window and selecting an option from the right-click menu. Cut, Copy and Paste Rename As with Windows Explorer, in ProjectWise Explorer you can use the Cut, Copy and Paste commands from the Folder menu or by using key-ins. Use Folder > Cut (or <ctrl-x>) and Folder > Paste (or <ctrl-v>) together, to move the selected folder from one location to another. Use Folder > Copy (or <ctrl-c>) and Folder > Paste (or <ctrl-v>) together, to create a copy of the selected folder in a new location The Rename command allows you to change the folders Name and Description. In ProjectWise the folder name is required, however the folder description is optional. Delete The Delete folder command will open the Delete Folder dialog, which is used to determine the way a folder and its contents are deleted. The Delete Folder dialog consists of two tabs; General and Advanced. General tab options Page 5
6 Delete folders When on, folders are deleted. The effect of this setting also depends on the settings for Delete documents and Delete sets. If these options are not turned on, only empty folders are deleted. Delete documents When on, documents in the folder are deleted. The effect of this setting also depends on the setting for Delete sets. If Delete sets is turned on, all documents except the parent files of logical sets and the set files of flat sets are deleted. Delete sets When on, all documents and sets in the folder are deleted, if Delete documents is also turned on. If Delete documents is not on, then this setting does not delete any documents. Delete all subfolders When on, subfolders of the selected folder also delete. The effect on the documents, sets and subfolders is identical to the settings for the main folder. Delete corresponding workspace variables. Advanced tab options Ignore checked out documents When on, documents which are currently checked in will be deleted, documents which are checked out by you, or locked by another user, will not be deleted. When off, if there are documents in the folder which are checked out to you or Page 6
7 locked by another user, the folder deletion fails when it reaches the first of these documents. Free and delete own check outs When on, documents checked out to the current user are freed, then deleted, even when Ignore checked out documents is turned on. Ignore members of undeleted sets When on, documents are deleted, even if some of those documents are members of sets that exist outside the folder selected for deletion. When off, documents which are members of sets outside the selected folder are not deleted, and the folder deletion fails when it reaches the first of these documents. Delete old document versions only When on, only previous versions of documents are deleted. The currently active version is retained. Exclude source folder When on, the selected source folder itself is not deleted, but the items in it that are specified to be deleted are deleted. Update GUI on each operation When on, the ProjectWise Explorer window updates after each deletion. Otherwise, the ProjectWise Explorer window updates once after all deletions are completed. Properties The Properties command opens the Folder Properties dialog, which is used to change various properties of the selected folder. Depending on the privileges you have, you could see up to 12 tabs on this dialog. Page 7
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