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, 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, 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/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. From the toolbar, click View, 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 Wednesday, July 2, 2025