Working with Documents in ProjectWise

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8 05, 2018

ProjectWise Explorer Client Window

2019-12-10T17:26:58-06:00May 8th, 2018|Working with Folders in ProjectWise, Working with Documents in ProjectWise|

Navigation Pane appears on the left side of the ProjectWise window and is how you switch between the different areas of ProjectWise, such as the Work Areas/Folders. In addition, when you are working within a Content Pane, the Navigation Pane displays the active folders within that view. Content Pane is the most basic layout tile. Conceptually, it is the active [...]

8 05, 2018

Work Area / Folder and Document Security Icons

2019-12-10T17:26:58-06:00May 8th, 2018|ProjectWise Security, Working with Folders in ProjectWise, Working with Documents in ProjectWise|

Work Area/Folder Security Icon Permission Effect Folder inheritance status The folder has user permissions control. No user access control. Full control Sets all other permissions except No access, giving the user total access to the folder with all editing facilities. Change permissions If on, the user can change their own or other users’ permissions on [...]

15 06, 2017

Removing Documents from Hard Drive

2019-12-10T17:28:29-06:00June 15th, 2017|Working with Documents in ProjectWise|

ProjectWise copies documents locally to to the computer, this includes Microstation reference files and raster images.  It is good practice to clean up these local copies on a regular basis.  The local document organizer can be used to purge/delete the local copies. Before purging documents, be sure you check in all files to ProjectWise you [...]

15 06, 2017

Local Document Organizer

2019-12-10T17:28:30-06:00June 15th, 2017|Working with Documents in ProjectWise|

The Local Document Organizer is a tool in ProjectWise that facilitates the management of documents that you are checked out, exported, or copied. Based on the status of a document you can use the Local Document Organizer to check-in, check-out, free, or update a server copy of the document.   1. Select Tools>Local Document Organizer [...]

15 06, 2017

Opening a Document Read-Only

2019-12-10T17:28:30-06:00June 15th, 2017|Working with Documents in ProjectWise|

To view a document using its associated software without fear of modifying the document open the document as read-only. From ProjectWise select the desired file, right-click, and select Open as Read-Only. When you Open as Read-Only, you do not check-out the document.  See the section on Check-Out and Check-In for more information on checking out [...]

15 06, 2017

Editing Documents

2019-12-10T17:28:30-06:00June 15th, 2017|Working with Documents in ProjectWise|

ProjectWise uses a Check-Out and Check-In process as the way to make sure that only one person at a time is modifying project documents. If a project document is edited by more than one person at the same time, there is a high probability that some modifications will be lost along the way.

15 06, 2017

Opening and Closing a Document in ProjectWise

2019-12-10T17:28:30-06:00June 15th, 2017|Working with Documents in ProjectWise|

To view the active  version of a file: 1.  Double-click on the desired document.  This checks out the document and opens it using the appropriate software. Note: When a document is checked out from ProjectWise, the document is placed into a working folder on the C drive.  When a document is Exported out of ProjectWise, the document [...]

15 06, 2017

Option for Editing Documents

2019-12-10T17:28:31-06:00June 15th, 2017|Working with Documents in ProjectWise|

  Note:The double-click action is a user preference. The default action for double-click is to open a document. You can set the double-click action using the following steps:   From the Tools menu select Options. Click on the Settings tab. Expand the folders for Document List and Double click action. Double click on [...]

15 06, 2017

Checking Out Documents

2019-12-10T17:28:31-06:00June 15th, 2017|Working with Documents in ProjectWise|

Checking out documents should always happen from within the ProjectWise interface. Always start ProjectWise, navigate to the desired document, and double click to open/check out. When opening MicroStation first, the ProjectWise login dialog box, shown below, is displayed. Note:  You can only check out documents for which you have read/write privileges and are not opened [...]