In order to determine if there are any versions of a document already stored in a ProjectWise folder that is being viewed, the option to view versions must be turned on. From the ProjectWise menu bar, select Tools > Options. This displays the Properties dialog box. In the Properties dialog box, click the Settings tab. In [...]
One of the advantages of using ProjectWise is that a single file is accessible by all who need it. This minimizes the use of multiple copies of the file on different machines, thus reducing the chance of inaccurate data being used. However, there will most likely be a time that a new concept will come [...]
Once attributes have been applied to a document, those attributes can be copied to multiple documents within a project. Right-click on the document with the attributes to be copied. Navigate down to Attributes > Copy Attributes Next select the files to which the attribute swill be assigned. Right-click on the selection set and navigate to Attributes > [...]
You can populate document attributes by either 1) using the Attributes and/or More Attributes tabs in the Document Properties, or 2) using the Document > Modify… command. If you want to enter the same attribute values for multiple document at a time, you must use the Modify command. Modify Attributes for an individual document Right [...]
An audit trail is created for each folder and document stored in ProjectWise. The audit trail can be used to review historical information about the item including when it was created, copied out, checked out, and checked in. These are called actions. ProjectWise records the date, time, and user name of the person performing those [...]
A ODOT custom interface has been created along with interfaces for some of the specialty groups. Some attributes are used on more than one interface. These attributes contain Oracle information pertaining to the project. Additionally, editable attributes have been created specific to the specialty that can be assigned to the document. More on the Attributes [...]
The security tab displays group security settings for the document. If there is a Workflow and State assigned to the document, it will also show it here. In order to have access (read only or read/write) to a document, permissions must first be granted at the folder level. See the chapter Working with Folders [...]
The General tab displays three sections of information about system attributes on the document. At the bottom of the dialog box, arrow keys allow the user to scroll through all the files in the existing folder. Note: Changing the application will cause the document to be opened using the new application. Document Section [...]
Basic document properties can be viewed in the Preview Pane area in the bottom right hand corner of the ProjectWise Explorer. More detailed document properties can be viewed by right-clicking on the document, then navigating to Properties or by highlighting the document and pressing the space bar
In general, document properties contain information about a document that is automatically populated and can’t be entered manually. There are some exceptions to this definition but it helps to understand how ProjectWise works if you think of properties in this way. ProjectWise attributes on the other hand are extra custom data fields generally used to [...]