Primavera uDesigner users have the ability to create attribute forms to customize the document properties and folder properties in the Document Manager. The data elements on the Properties window are fully reportable through user-defined reports.
The project documents, shell documents, and company documents log columns can also be customized through Primavera uDesigner, as well as the find function for searching on document and folders properties. You can import one document properties attribute form and one folder properties attribute form. See the Primavera uDesigner User Guide for details about creating Document Manager attribute forms. Document Manager attribute forms are imported the same way as Primavera uDesigner business processes.
The Document Manager permissions are set at the module level through the Permissions window or access control. Permissions for the project-, shell-, and company-level Document Manager are set separately. When permission is granted to view the Project Documents, Shell Documents, or Company Documents node, this only grants the user the ability to access the module and potentially to view documents stored there. Users must also be granted specific permission to create, modify, or view specific documents and folders in User Mode. This can be done by the folder or document’s owner, or an administrator with full access permissions. Permissions at the folder or document level can be inherited from permission settings in the parent folder.
A user granted full access permissions will have access with full permissions to create, modify, or delete any folder or document, regardless of the permission setting at the folder or document level. In addition, a user who is the owner of a folder or document will have full access permissions on that folder or document. Any folder or document level permissions are ignored. However, if the owner transfers ownership to another user, the permission setting for the former owner will be determined by the folder or document level permission setting.
A user designated as the document administrator should have permission to create and maintain folder structure templates. Optionally, it is useful for the document administrator to have full access permissions granted for the Project Documents, Shell Documents, Company Documents, and Unpublished Documents nodes.
Categories are controlled by the data definition SYS Category. This is managed like other data definitions. Category values are added as the data set.
When entering document or folder properties in the Document Manager, a category can be defined by choosing from the values in the data set. Category information is reportable in user-defined reports.
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