Folder Template Business Process
Use the Folder Template business process to define folder templates for use in the Project Configuration business process within each project. Create different Folder Template records to allow different projects to save documents attached to business processes to different folders in that project's document manager.
Characteristics
This is a Company-level business process without a workflow, provided in the system template.
Record Statuses
| Status | Resulting State |
|---|---|
| Active | non-terminal |
| Inactive | non-terminal |
Creating a Folder Template Record
Create a Folder Template record by navigating to Information / General / Folder Template on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.
Complete the Folder Template form and attach related documents, if needed. After completing the form, select Save to create a record and keep it in editable mode, or select Submit if you are finished and ready to commit the record.
Note:
- You must enter a value in all required fields (*) before you can save the form.
- You cannot use special characters / \ : * ? " < > | when naming a folder or publish path.
- Go to the Company Workspace tab, and switch to User mode.
- In the left Navigator, select Company Lists and Pickers, and then select Folder Template.
- On the Folder Template page, select Create. Refer to the tables below to complete the form. You can select Save at any time to create a record and keep it in editable mode.
- To add attachments, go to the Attachments tab, and select Attach Files
.
- After completing the form, select Submit.
Completing the Folder Template Form
Record Information
| Field Name | Access | Description |
|---|---|---|
| Title | Required | Enter a title. |
| Record No. | Read-Only | System-assigned record number |
| Creator | Read-Only | Creator of this record |
| Creation Date | Read-Only | Date that the record was created |
| Record Last Update Date | Read-Only | Date that the record was last updated |
| Status | Required | Status of the project |
| Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
DM Publishing Defaults
These defaults control to which folder each business process publishes documents.
| Field Name | Access | Description |
|---|---|---|
| Default Action Items Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Action Items form |
| Default Actuals Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Actuals form |
| Default Architect Supplemental Instruction Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Architect Supplemental Instruction form |
| Default Budget Change Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Budget Change form |
| Default Budget Transfer Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Budget Transfer form |
| Default Change Directive Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Directive form |
| Default Change Order Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Order form |
| Default Change Request Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Change Request form |
| Default Closeout Checklist Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Closeout Checklist form |
| Default Communications Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Communications form |
| Default Contract Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Contract form |
| Default Daily Reports Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Daily Reports form |
| Default Deliverable Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Deliverable form |
| Default Document Approval Publish Path | Editable | Specifies the folder where documents attached to the Document Approval form will be stored in the Document Manager |
| Default Estimate Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Estimate form |
| Default Field Observation Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Field Observation form |
| Default Forecast Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Forecast form |
| Default Fund Appropriations Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Fund Appropriations form |
| Default Incident Management Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Incident Management form |
| Default Initial Budget Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Initial Budget form |
| Default Invoice Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Invoice form |
| Default Issues Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Issues form |
| Default Journal Entry Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Master Areas form |
| Default Lessons Learned Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Lessons Learned form |
| Default Meeting Minutes Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Meeting Minutes form |
| Default Miscellaneous Cost Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Miscellaneous Cost form |
| Default Notice to Proceed Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Notice to Proceed form |
| Default Owner Walk Through Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Owner Walk Through form |
| Default Payment Application Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Payment Application form |
| Default Permit Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Permit form |
| Default PO Amendment Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Purchase Order Amendment |
| Default Potential Change Order Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Potential Change Order form |
| Default Project Note Publish Path | Editable | Specifies the folder where documents attached to Project Notes will be stored in the Document Manager |
| Default Project Status Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Project Status form |
| Default Project Timesheet Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Project Timesheet form |
| Default Punch List Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Punch List form |
| Default Purchase Orders Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Purchase Order form |
| Default Request for Bid Publish Path | Editable | Specifies the folder where documents attached to the Request for Bid form will be stored in the Document Manager |
| Default Request for Information Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Request for Information form |
| Default Risks Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Risks form |
| Default Safety Observation Publish Path | Editable | Specifies the folder where documents attached to the Safety Observation form will be stored in the Document Manager |
| Editable | Specifies the folder where documents attached to the Site Photo form will be stored in the Document Manager | |
| Default Submittals Item Publish Path | Editable | Specifies the folder where documents attached to the Submittal Item form will be stored in the Document Manager |
| Default Submittal Pkg Publish Path | Editable | Specifies the folder where documents attached to the Submittal Package form will be stored in the Document Manager |
| Default Vendor Evaluation Publish Path | Editable | Specifies the folder where documents attached to the Vendor Valuation form will be stored in the Document Manager |
| Default Warranty Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Warranty form |
| Default Work Release Publish Path | Editable | The location of the folder in Document Manager that includes the attached documents for the Work Release form |