Change the Project of Documents

General

  • You can move documents selected from the archive from one project to another.
  • You can move documents selected from the archive from the project to the general archive (under the picts folder) or from the general archive to the project.
  • Documents related to the model to be moved, such as model drawings, revisions, and browser images, are moved to another project.
  • If the document to be moved is active in the working window, save it and close the window before moving.
  • The program will notify you of the project change, and finally report any errors.

Change Project of Documents

  1. Select Archive | Documents | Maintenance > Change Documents of Project.
    • The program opens the dialog box Select Source Project.
  2. Select the project from which archive documents will be moved elsewhere.
    • If necessary, you can search for the source project by typing the name in the empty field in the lower left corner, and click Find (F3).
    • If you also select Quick Search, projects with names containing the specified character string are highlighted in the list.
    • Instead of a project, you can select the general drawing and model archive <picts>.
  3. Click OK to accept the source project.
    • The program lists the selected documents and related documents (drawings and revisions).
    • If the selected project does not have any documents, the program prompts you: No documents in selected project.
  4. Select the documents to be moved.
    • Select an archived document by selecting a row.
    • Hold down the Ctrl key if you you want to select several documents.
    • Hold down the Shift key if you want to select all documents between two documents.
  5. Click OK to accept the documents to be moved.
    • The program opens the dialog box Select Target Project.
  6. Select the target project, general archive, or create a new project
    • Select a project from the list or
    • start a new project by selecting <New Project> or
    • select the general drawing/model archive by selecting <picts>.
  7. Click OK to accept the target project.
    • The program lists the files to be moved in the dialog box Selected Documents.
    • The program displays of the documents to be moved
      • The document type, name, description, designer, date and
      • reason for change: For example, User selected or Related (to document) and
      • status of change: For example, (Waiting for confirmation) or Warning: Work drawing selected without its mother model (Waiting for confirmation)
  8. Confirm or cancel the moving of documents
    • Click OK when you want to confirm the moving.
    • Click Cancel when you want to cancel the moving.
    • The program prompts: Transfer Done - Project change for documents done.
  9. Click OK to acknowledge the message.
    • The program asks: Project change: Create end report.
  10. If necessary, select the end report
    • Excel, if you want to list the moved files in Excel.
    • Text file, if you want to list the moved files in text format.
    • Cancel, if you do not want the end report.