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Creating a Project

To create a project:

  1. Under Project Commands, click New Project.
  2. 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.

  3. In the Parent list, select:
    • <root level> if you want this to be a top-level project.
    • An existing project. The selected project becomes the parent of the new project. The new project is a subproject.
      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.
  4. 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.


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