Folder Properties Window (Properties Tab)

The Properties tab has several fields that are categorized under the following blocks:

General
Other

General

In this field	Do this
Name	This always appears at the top and is required. For the project/shell Documents or Company Documents root folder, this is not editable.
Location	The folder location within the project/shell Documents node. "/" indicates the project/shell Documents root folder.
Owner	The name of the folder creator or current owner. Click to view the user profile.
Creation Date	The date that the folder was created.
% Complete	This is a calculated field derived from the overall percent complete of all documents within the folder. The % Complete for documents is maintained manually in the Document Properties window.
Description	You can enter an optional description for the folder.
Reference URL	Lets you add an external link for a document or folder.

Other

In this field	Do this
Categories (applicable to project-level Document Manager only)	Project administrators can group folders into customized categories. You cannot use Find to search for Category designations, but you can include them in a report (user-defined reports). This field is not present at the company level.
Phases (applicable to project/shell level Document Manager only)	In the project/shell level Document Manager, a folder can be associated with one or more project/shell phases, making it accessible only during those phases of the project/shell. This helps ensure that important, phase-specific documents are visible at the appropriate times during the life cycle of the project/shell. Click the Select button and select one or more phases. The Phase setting controls the visibility of folders. For example, if the project/shell administrator sets the project/shell phase to conceptual design, only those folders tagged with the phase conceptual design, as well as those without a phase tag, will be visible during that phase. If you do not specify a phase, the folder will display during all project/shell phases.

In this field

Do this

Categories

(applicable to project-level Document Manager only)

Project administrators can group folders into customized categories. You cannot use Find to search for Category designations, but you can include them in a report (user-defined reports). This field is not present at the company level.

Phases

(applicable to project/shell level Document Manager only)

In the project/shell level Document Manager, a folder can be associated with one or more project/shell phases, making it accessible only during those phases of the project/shell. This helps ensure that important, phase-specific documents are visible at the appropriate times during the life cycle of the project/shell. Click the Select button and select one or more phases.

The Phase setting controls the visibility of folders. For example, if the project/shell administrator sets the project/shell phase to conceptual design, only those folders tagged with the phase conceptual design, as well as those without a phase tag, will be visible during that phase. If you do not specify a phase, the folder will display during all project/shell phases.

Last Published Monday, April 14, 2025