Common Document Types
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Document Status and Type
Each document listed in the ProjectWise Explorer window will begin with two icons. The first icon identifies the Status of a document; the second icon identifies the document Type. The following table identifies the status icons and their meaning.
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Document Lifecycle
The following figure outlines the lifecycle of a document using ProjectWise at ODOT. The document lifecycle is important to ensure the storing of data so documents can be easily accessed during design and construction and retrieved once the project has been archived. The stages that a document goes through from its creation to its eventual [...]
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Folder Properties
ProjectWise uses Document and Folder properties enabling tracking and security on each file and folder. Folder security settings are used to control access to the files within the folder. Properties include information on who created the document/folder, who last updated the document along with comments on what was completed. There are many properties associated with [...]
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Project Folder Structure in ProjectWise
Each ODOT datasource contains a Documents folder. This is where all project data is stored. The Documents folder within in the ODOT Projects datasource is organized into a projects sub-folder. The Projects sub-folder is organized into ODOT Field Divisions sub-folders. Projects are organized into the Field Division sub-folder they belong. Inside each project folder, there [...]
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Folder Types
ProjectWise, unlike Windows, has more than one type of folder. ProjectWise folders have more associated properties than do Windows folders. Included in every ODOT datasource are the following types of folders: These three folder types are shown for each ODOT datasource. Note: ODOT does not currently use the Components folder. Therefore, [...]
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Audit Trail
The Audit Trail tab displays a history of activity within a selected folder. This history includes any action performed on documents or folders. The information shown in this tab can be customized to show various columns of data by clicking on Customize. The column Object Type refers to whether an action was performed on a [...]
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Document Security
The Document Security tab displays the permission settings for viewing, editing, and creating documents within the selected folder. The big difference between the Project\Folder Security and Document Security tabs is the addition of File Read and File Write permissions in the document security tab. File Read permissions must be granted in order to see any files that [...]
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Project / Folder Security
The Project/Folder Security tab displays the permission settings for the selected folder. most folders in ProjectWise will have at least 4 groups assigned: Administrator - This group is comprised of the ProjectWise Administrators who are responsible for the overall management and maintenance of the ProjectWise environment. Specialty Group Admin - This Group is made up of Local [...]
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Groups
Each employee at ODOT is assigned to a working to the Active Directory Group (AD) .00345 ProjectWise Users. This AD group is used to sync users to ProjectWise. As ODOT Employees come and go from this group, they are added to or removed from ProjectWise Groups. The easiest way to see what groups you belong [...]