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Projects

On the Projects tab in the VaultAdmin, administrators manage projects and project permissions, bulk check in, copying projects, and archiving.

Only vault administrators can create projects. Both administrators and users can create subprojects .

Project Commands

Bulk Check In Check in large numbers of documents to a project.
Copy Project Create a copy of a project.
Archive Project Archive or restore revisions of documents to a project.

Project information

Project information displays the Project, Description, and Parent of the selected project. To change project information, select a Project, edit the Description, and select a Parent. Project permissions are displayed for the selected project.

In SOLIDWORKS or Solidworks Explorer, clients can choose in Select Labels for Display whether to display the Project or Description field in the vault view.

Archive directory on vault computer

Type a path and directory name to specify a directory where all archived revisions are placed. The folder must be in the vault.

Project permissions

You can set the permissions (read and write ) for each user or group, on a per project basis. You can also copy project permission settings from one project to another.

Specific user privilege takes precedence over any access granted to a group. For example, if a group is given write access and a user who is a member of the group is specifically given read-only access, the user has only read access.

Lifecycle permissions can be more restrictive than project permissions.

Enable RW access for all administrators to give full access to administrators who use the Convert Workgroup PDM Files and Print Workgroup PDM Files options in the SOLIDWORKS Task Scheduler.


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