This is applicable to the project or shell level Document Manager only, as phase is not applicable at the company level.
A project or shell documents folder can be associated with one or more project or shell phases, which will make it accessible only during specific phases of a project or shell. This helps insure that important, phase-specific documents are visible at the appropriate times during the life cycle of the project or shell. For example, if a folder or subfolder is associated with the construction phase of a project or shell, then it will appear in the project or shell Documents folder view and log for the project or shell only when the project or shell is in that phase.
If a phase has not been designated on a folder or subfolder, it will display for all project or shell phases.
The folder’s phase is designated in the Phase selection box in the folder’s Properties window. The project or shell phase is maintained in the project or shell Properties window by a project or shell administrator.
You have the option to view folders for the current project or shell phase, or you can choose to view all folders regardless of project or shell phase.
To display folders by current phase (Standard View)
- Open the project or shell and open the Document Manager in the left Navigator.
- From the View drop-down menu, select Current Phase. Folders and subfolders that have been associated with the current phase of your project or shell, as well as those with no specific phase designation, will be displayed. Those that have been associated with a different project or shell phase will not display. To display folders for all project or shell phases, from the View drop-down menu, select All. All folders, regardless of project or shell phase, will display.