Display Folders by Project or Shell Phase

The following is only applicable to the project/shell Document Manager.

A project/shell document folder can be associated with one or more project/shell phases. This will make the document folder accessible only during specific phases of a project/shell, and helps ensure that important phase-specific documents are visible at the appropriate times, during the life cycle of the project/shell.

Example

If a folder, or subfolder, is associated with the construction phase of a project/shell, then the folder, or subfolder, will appear in the project/shell documents folder view (project/shell Documents log) for that project/shell only when the project/shell is in that phase.

If a phase has not been designated on a folder, or subfolder, then the folder, or subfolder, will display for all project/shell phases.

The folder phase is designated in the Phase selection box in the folder Properties window. The project/shell phase is maintained in the project/shell Properties window, by a project or shell administrator.

You have the option to either view folders for the current project/shell phase, or you can choose to view all folders regardless of project/shell phase.

To display folders by current phase:

  1. Access the project/shell Document Manager grouping node, and click the Documents functional node.
  2. On the toolbar, click the View drop-down menu and select Current Phase.

    The folders and subfolders that have been associated with the current phase of your project/shell, as well as the folders and subfolders that have no specific phase designation, will be displayed.

    The folders and subfolders that have been associated with a different project/shell phase will not display.

    To display folders for all project/shell phases, click the View drop-down menu and select All. This will display all folders, regardless of project/shell phase.


Last Published Sunday, July 20, 2025