Working with Folder Structure Templates

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Working with Folder Structure Templates

You can standardize the setup of the Document Manager across your projects and shells and at the company level by creating folder structure templates. These allow you to create the folders and sub-folders that you can then import into the company Document Manager, or into any project and shell or project or shell template to organize your documents.

After importing, you can add, move, rename, or delete folders as needed. You can import a folder structure directly under the Project Document, Shell Document, or Company Documents node to create the main folder structure, or create specialized structures to import under existing folders to create sub-folders.

Note: By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager. A Publish Path data element can be designed in business processes in Primavera uDesigner to specify the automatic publishing of documents to a specified path and override the default. See "About automatic publishing of documents". For document-type business processes With Folder Structure, you can specify that a configured folder path be appended to the folder structure. This appended path is based on the path configured in the uuu_dm_publish_path data element on the business process form, and the selection of the Append Line Items Folder Structure to AutoPublish Path option, which is documented in the Primavera uDesigner User Guide; see Starting an Upper Form for details.

To create a folder structure template

Go to the Company Workspace tab and switch to Admin mode.

Click Templates > Folder Structuresin the left Navigator.

Click the New button, or click the File menu and choose New > Create New Template. The Create Folder Template window opens.

Enter a name for the template.

Click Add. A sub-folder will be created in the Template Folder folder. The Template Folder corresponds to the folder into which you will import the folder structure in the Document Manager.

Continue to add folders.

Select the parent folder before clicking Add. Clicking Add without selecting a folder will default to the last folder created.

To modify the folders, do any of the following:

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Click + (plus sign) to the left of the folder to expand it and display the sub-folders.

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Select a folder and click Remove to delete a folder.

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Select a folder and click Rename to change the name.

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Select a folder and click Move Up or Move Down to move it.

Click OK.

To create a folder structure from an existing project or shell

In Administration mode, go to the Company Workspace tab and click Templates > Folder Structuresin the left Navigator.

Click New > Copy from Project or New > Copy from Shell. The Projects or Shells window opens.

Select a project or shell from the list and click Select Project or Select Shell. You can click Find to search for the project or shell. The Copy Folder Template window opens, displaying the entire folder structure of the project or shell you chose.

Give the new template a name. You can add, modify, delete, or move the listed folders as needed.

Click OK to save the template.

The structure can be imported into the Document Manager. See "Import a folder structure template".

To modify a folder structure template

In the Folder Structure Template log, select the folder structure template to modify and click the Open button. The View Folder Structure Template opens.

Click + (plus sign) to the left of a folder to expand it and display the sub-folders.

To modify folders, do any of the following:

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Select a folder and click Remove to delete a folder.

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Select a folder and click Rename to change the name.

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Select a folder and click Move Up or Move Down to move it.

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Click OK.

To delete a folder structure template

In the Folder Structure Template log, select the folder structure to delete and click the Delete button. Click Yes to confirm.

Oracle Corporation