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Create a New Project Folder

Depending on your vault configuration, you may have one or more project types (templates) from which to choose.

Copying a project folder to another location in the vault (via drag and drop or the Clipboard) will create a normal folder containing only the documents that were originally created in the project folder, not any project copies. Project copies residing in the source project folder are not copied to the new folder because copying documents with active workflows would violate workflow integrity.

Note:

To perform this task, you must be a member of a group that is assigned to the Tenant Administrator or Project Owner role.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

To create a new project folder:

  1. Right-click the parent folder where you want the project folder to be located, point to New Project, and then click the name of a project template.

    Available project types are indicated by the project type icon An icon which looks like three colorful rectangles with lines drawn between them.. Consult your System Administrator for the names of project types that have been configured in your vault. Depending on the project template selected, wizard pages may appear for input of project information.

  2. Complete any wizard pages that appear and click Finish.

    The project folder is created within the selected parent folder.

ClosedPost-Wizard Behavior

After you complete the project wizard:

  • The project folder name is set automatically using the following pattern:

     <Project Type Code>-<Project ID>

  • The project folder is created as a sub-folder of the Projects folder based on the following pattern:

    /Projects/<Project Type>/<Project>/<Discipline>/<Classification Code>
  • The project state is initially set to Open. It may be set to Closed when all documents that it contains have been released.

  • You will be set as the workflow manager of the project.