A document attribute form and folder attribute form can be designed in Primavera uDesigner. These are used as the Properties window for documents and folders in the project-, shell-, and company-level Document Manager, which allows you to specify the fields that you want to associate with folders and documents (these are reportable).
Step 1: Import Document Manager attribute forms. This is an optional step. If you do not import these forms, default forms will be used for document and folder properties.
Step 2: Configure Document Manager permissions, including optional Document Manager Data Element Configuration permissions.
Step 3: Configure Data Elements Configuration. This is an optional step.
Step 4: Create a folder structure template. This can be used to create the folder structures in the Document Manager at the project, shell, and company level.
Step 5: Lock the folder structure. This is an optional step. This locks the first-level folder structure in User Mode, which prevents users from creating or editing first-level folders, allowing you to maintain a consistent structure across projects and shells and at the company level. Users can still add or edit subfolders. You can unlock the folder structure later for editing if necessary.
Oracle Corporation
Primavera Unifier 9.10 • Copyright © 1998, 2012, Oracle and/or its affiliates. All rights reserved.