ProjectWise Web and Drive Help

Working with Folder Properties and Settings

Viewing Folder Properties

Click the check box next to a folder and click the Information button .

The Details tab shows the general properties of the folder.

Changing Folder Settings (ProjectWise Drive and Document Wizard Options)

Folder settings define the default document creation and check out behavior for all users of a particular folder, and are applicable whether a user is working from ProjectWise Web, or from a synced work area connection in ProjectWise Drive.

Specifically, folder settings are used to control:

  • whether or not the Create Document Wizard is used when creating documents
  • whether or not documents are automatically created (automatically uploaded to ProjectWise) when files are added to folders in ProjectWise Drive
  • whether or not documents are automatically checked out when they are opened for editing from ProjectWise Drive

Folder settings for the entire organization (enterprise) are first set by the administrator in Enterprise Administration in ProjectWise 365. Each work area connection inherits the folder settings that are set for the organization, and can be overridden as needed at the work area connection level, or at the individual folder level (each folder can have its own folder settings, or it can inherit its settings from the folder above it). To be able to change the folder settings of a particular folder, the user you are logged in to the work area connection as must have Write permission for the folder (folder permissions are set in ProjectWise Explorer).

  1. In ProjectWise Web, select the work area connection or folder in the navigation pane.
  2. Click the Information button to open the Information pane for the currently selected folder.
  3. Click the Folder settings icon.
  4. In the ProjectWise Drive and Document Wizard options dialog, change settings as needed and click Save.
SettingDescription
Inherit settings from parent folder If on (default), folder settings are inherited from the folder above it. Turn this setting off if you want to change the folder settings of the current folder.
When creating new documents
  • Use Document Wizard - If on, the Create Document Wizard will be used when creating documents in this folder, even if the folder has no environment assigned.
  • Do not use Document Wizard - If on, the Create Document Wizard will never be used when creating documents in this folder, even if the folder has an environment assigned that has document code.
  • Use default settings - If on, whether or not the Create Document Wizard is used when creating documents in this folder depends on what the current default Document Wizard settings are for this organization. To the right of the setting, and in parentheses, is a description of what the current default behavior actually is. For example, (Document Wizard not used), or (Document Wizard only used when document code is defined).
ProjectWise Drive automatic document check out and creation
  • Automatically check out documents in ProjectWise Drive - When on (default), a checked in document will be automatically checked out when a user opens it for editing in ProjectWise Drive. When this setting is off and the user wants to edit a document, they will have to manually check out the document first (right-click the document and select Check Out), and then open the document as usual.
Force all child folders to inherit settings

Turn this setting ON if you want all subfolders of this folder to inherit the folder settings of this folder. Keep this setting off (the default) if you want all subfolders of this folder to keep their current folder settings.

When working from the ProjectWise Web website and the Create Document Wizard is not used, the document selected for upload is automatically uploaded (the user is not provided with any dialog to fill out any document properties before the document is created).

When working from ProjectWise Drive v2022.1.x or later and the Create Document Wizard is not used, and the Automatically check out documents in ProjectWise Drive folder setting (noted above) is ON, ProjectWise Drive will automatically create a new document (automatically upload it to ProjectWise) when the user adds a new file to a folder in ProjectWise Drive. If the user has a previous version of ProjectWise Drive installed, they will continue to have the extra step of manually adding the new file to ProjectWise after adding it to a folder in ProjectWise Drive.

Viewing and Exporting the Audit Trail History of a Folder

  1. Click the check box next to a folder and click the Information button .
    1. On the Information pane, select the Audit Trail tab.
  2. If you want to export the audit trail records of this folder, click Export to File, then In the Export Audit Trail window, select your export options and click Export.

Renaming a Folder

  1. Click the check box next to the folder you want to rename and from the action menu select Rename.
  2. In the dialog that opens, change the name and/or description of the folder as needed.
  3. Click Rename.
Parent topic: Working with Folders