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
To create a project:
Under Project Commands, click New
Project.
-
In the dialog box, type a
Project name and Description.
The Project name and Description
can be the same, but both project and subproject names must be unique
in the vault. SolidWorks Workgroup PDM checks that project names do not
contain Microsoft reserved words or characters.
Projects are sorted alphabetically by the actual Project
name, not by Description, which
affects, for example, the order in which project folders appear in the
vault view and the order in which documents are printed in the SolidWorks
Task Scheduler.
-
In the Parent
list, select:
You can change the parent of a project or subproject. Select
the project in the Project list,
then select a parent in the Parent
list.
-
Click OK.
The Project
name, Description, and
Parent are listed under Project information. If the new project
is a child of a project, it is indented under its parent in the Parent list.
To delete a project:
Under Project Information, select a Project from the list.
-
Click Delete
Project.
You cannot undo a deletion.
-
Click OK
to confirm.
The project
is moved into the top-level Obsolete
folder. Delete the Obsolete folder
periodically through Windows Explorer. Workgroup PDM creates new Obsolete folders automatically.
Additional 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 (
and )
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.
To specify project permissions:
Select
a project under Project information.
Under Project Permissions, click in the RO or RW
column beside users and groups to assign Read-Only
or Read/Write
permission.
Subprojects inherit permissions from their parents. If you
move a subproject from one parent to another, all permissions are removed
from the subproject.
To use the same settings as another project, click Copy
Project Permissions and set options in the Copy
Project Permissions dialog box.
When you set permissions for a group, permissions for users within the
group appear in lowercase (ro
or rw).
To remove a permission, select it.
Click Apply.
Clients need to refresh the vault view for new permissions
to take effect.
Related Topics
Properties
Vault
Settings
Lifecycle
Revision Scheme
Toolbox
with Workgroup PDM
Users
and Groups