Scribd
Upload
75 views

Advanced ProjectWise File Commands 201

This document provides an overview of advanced file commands in ProjectWise, including commands for creating new versions of files, updating server copies, refreshing local copies, copying/moving files, renaming files, deleting files, adding comments, setting properties, and viewing file attributes and audit trails. It describes the differences between file names and document names in ProjectWise and recommends keeping them synchronized. The training is intended for users with a basic knowledge of ProjectWise.

Uploaded by

Santosh Rai
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
75 views

Advanced ProjectWise File Commands 201

This document provides an overview of advanced file commands in ProjectWise, including commands for creating new versions of files, updating server copies, refreshing local copies, copying/moving files, renaming files, deleting files, adding comments, setting properties, and viewing file attributes and audit trails. It describes the differences between file names and document names in ProjectWise and recommends keeping them synchronized. The training is intended for users with a basic knowledge of ProjectWise.

Uploaded by

Santosh Rai
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 10

Advanced ProjectWise File Commands 201

ADVANCED PROJECTWISE FILE


COMMANDS 201

ABOUT THIS TRAINING


This training is intended to give a user the ability to use advanced file commands. The
student should first have a basic knowledge of ProjectWise through the ProjectWise V8i
Training 101 course.

The File Command Window

The command window opens when you


right click a file (or folder) in the upper
ProjectWise Explorer window.

The commands from Open to Import


are covered in the ProjectWise 101
training.

For this training we will cover the


remaining commands that apply to
ProjectWise at WSDOT

Page 1
Advanced ProjectWise File Commands 201

Select View

This is the same command the users sees when selecting the View pull-down menu
from the ProjectWise tool bar. For more, see Creating Folder Views 201.

New

Document…
You can use this command to create a new document (not a file) in ProjectWise, but it’s
easier to create a file outside of ProjectWise and then drag it into a folder. If you want
to track an item that is not on the server in ProjectWise (like a physical object), then use
this to create a document.

Multiple Documents
See above.

Version…
Use this command to create a version of the selected file. See Using ProjectWise
Versions 201 for more about versions and how they are used.

Advanced Wizard…
Uses the Advanced Wizard to create a document – see Document… above.

No Wizard…
This is the same command as Document… - creates a document without using the
Advanced Wizard.

Page 2
Advanced ProjectWise File Commands 201

Update Server Copy


If a file is checked out, this command is available to bring revisions from the local
working copy to the server while leaving the file checked out.

Refresh Local Copy


This command pushes any revisions to a file on the server down to the local working
copy. It could be titled Update Local Copy.

Purge Local Copy


Use this command to remove the local working copy from your PC.

Purge Workspace
Not used at WSDOT

The Cut, Copy and Paste commands work the same as they do in any Windows
environment. You can Cut (delete) a file from one location and Paste it to another
location. Or you can Copy from one location and Paste to another.

Page 3
Advanced ProjectWise File Commands 201

Copy To…

Same as Copy/Paste above but uses a


dialog box. Use this to copy a file from
one location to another.

Move To…

Same as Cut/Paste above but uses a


dialog box. Use this to move a file from
one location to another.

Page 4
Advanced ProjectWise File Commands 201

Rename…

This command allows you to change the


 Name:
 Description:
 File Name:

Name versus File Name

There seems to a duplication of information here with Name: and File Name: This is a
common question in ProjectWise that requires an explanation.

ProjectWise is a file management system working from a database. When a file is


brought into ProjectWise, a column is created in the database to track the file – this is
the document. That means that every “object” in ProjectWise typically has both a
document name and a file name. By default, when you bring a file into ProjectWise, it
uses the name of the file to populate the document name and the description. Notice in
this case all three sections are populated with 30 meg file. Though it isn’t critical, you
should strive to keep the name and the file name synchronized – the description can be
anything. ProjectWise always uses the document name to track the file.

Whenever you see 2 similar categories in ProjectWise (such as Name and File Name) the
one that does not have “file” prepended to it will always refer to the document in the
database while the other refers to the file that’s attached to the document in the
database. Another example would be the columns Updated and File Updated. Updated
refers to the document while File Updated refers to the file itself.

Delete…
This command deletes the file if the user has been given delete privileges and proper
access rights to the file. Note that in any case, if a file status has been set to Final, the
file cannot be deleted unless an admin first removes that status.

Modify…
Due to the ability of this command to disrupt the files attributes, it is recommended that
you use the Rename command instead of this.

Modify Spatial Attributes…


Not used
Page 5
Advanced ProjectWise File Commands 201

Add Comment

This command opens the Enter Audit


Trail Comment window and allows the
user to enter audit trail comments
without opening the file. As always,
clicking on the Previous Comments:
down arrow shows any comments the
user has made.

Set
Selecting Set brings up a subset of commands:

New… Modify… Content Referenced By


These commands refer to flat sets. A flat set is a group of documents that are placed
into a container for some purpose, such as for printing, or to simplify the check-out of
multiple documents across folders. For more information on creating and working with
flat sets, see the ProjectWise Sets 201 document.

Show References

This command will search a DGN or


DWG file for any files referenced to it
and display them in a new window.

Page 6
Advanced ProjectWise File Commands 201

Show Markups
Not used.

Scan References and Link Sets…


Advanced command used by Administrators to Scan-Ref files.

Send To
 Printer – sends the file directly
to your default printer. Use
mainly for Office documents.
 Mail Recipient… - opens Outlook
and prepares an email to send
the file.
 Mail Recipient As Link… - opens
Outlook and prepares an email
to send a link to the file.
 Messenger… - opens the
ProjectWise Messenger to send
a link to another ProjectWise
user.

Copy List To
The Copy List To commands are used Note - this command will use the
for sending document lists to the information from the current folder
Windows clipboard, or to a printer. The view. If you want to capture more or
document list is the contents of the less file information, change the folder
document display pane in ProjectWise view. See Creating Folder Views 201 for
Explorer. If no documents are selected, more information.
Copy List To selects all of the documents
at the root of the folder; if some
documents are selected then the
information for only the selected
documents is taken. Once copied to the
clipboard, you can then paste the list
into the application of your choice. The
purpose of these options is to have
reporting of document information,
which can easily create text reports
about ProjectWise documents.

Attributes
Not used.

Page 7
Advanced ProjectWise File Commands 201

Change State
Some WSDOT offices and projects use
States to control the workflow in
ProjectWise. If the selected file has a
workflow attached, the first three
options will be enabled.
Regardless of workflows, any file can
have the Final Status set by users that
have access to that command.

Batch Print
Not used through this command.

Properties…
The Properties dialog box has 8 tabs to choose from.

General
The General tab is divided into 3 sections:
 Document
 File
 Folder

The Document section shows information


pertinent to the document. There is yet
another way to change the document name
and description. Additionally you can
change the Application: and the
Department: of the document.

The File section shows information pertinent


to the file. The Advanced pull-down shows
commands that are applicable to the file,
however, the only command that should be
used is the one to Rename the file.

The Folder section shows information


pertaining to the folder the file resides in.

In the lower right area of the dialog box you can scroll or jump to other files contained
within the folder. In this example it shows that the 2nd file of 11 is being viewed.
Clicking on the > arrow would then show the properties of the 3rd file in this folder.
The scrolling commands are available on all the tabs in Properties dialog box.

Page 8
Advanced ProjectWise File Commands 201

Security

The Security tab shows the security of


the selected file. Clicking on a group in
the list will show it’s access. In this case,
the group Everyone has read only
access for the document (Read) and the
file (File Read).
Only ProjectWise admins can add or
remove groups and alter a groups
access.

Attributes

The Attributes page shows any


attributes that have been created for
the particular file or folder. Not all
projects and their files use an attribute
page.

Page 9
Advanced ProjectWise File Commands 201

More Attributes
Sometimes an additional page for file attributes will be used. Otherwise it will be blank.

File Properties

The File Properties tab shows in-depth


file (not document) information.

Audit Trail
The Audit Trail tab is covered in the WSDOT ProjectWise V8i Training 101 document.

Workspace
Not used.

Components
Not used.

If you have any problems or questions, please contact the HQ CAE Helpdesk:
[email protected]
360-709-8013

Page 10

You might also like