Project or shell documents and company documents navigation

Document Manager navigation works the same way at the company level and the project or shell level. There are two panes in the project or shell and Company Documents node:

Folder view (or folder tree): Displays the project or shell or company documents folders and subfolders, similar to a network or local drive. Click the plus sign (+) next to the folder name to expand it and reveal subfolders, or click the minus sign (-) to collapse the structure. The order of the folders in this view can be changed (see "Organize folders").

Project, shell, or company documents log (or document view): Displays the contents (subfolders, documents, empty documents, shortcuts) of the folder selected in the Folders view, in alphabetical order. The pane also displays the Recycle Bin, which contains files to be deleted from the system.

At the project or shell level, a Phase drop-down menu at the top of the pane allows users to display documents and folders applicable to the current phase or all phases (referring to the project or shell phase as maintained by the project or shell administrator; your project or shell may or may not contain phase-specific documents).

Tip: You can expand the project or shell Documents or Company Documents log and workspace by contracting the Primavera Unifier Navigator.

 

 

 

 


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