Projects

Vault projects allow you to organize and manage all project related data in one seamless interface. This page will detail all of the many great enhancements made to the product that will greatly improve your data management experience.

Learn About Project Features

Links

A link is a direct representation of an object that can reside anywhere in the Project Explorer. While the link can reside in many places, the object represented by the link resides in one place only

Most commands executed against a link are executed against the target object. This allows the user to perform actions on all data types from one location.

Links can be used to include data in data gathering operations like Get/Checkout, Check In, Check Out, and Reporting of a folder. To learn more, choose the link below to navigate to the Projects - Links page.

Properties on Folders

Properties can be manually assigned to folders or automatically assigned based on the assignment of a folder category.

Project Categories

Categories folders to create projects with the Vault. Properties associated with the categories will be applied to the project upon assignment. 

Edit Properties of Mixed Data Types

Properties can be edited on a collection of mixed data types. For example, the user could edit properties on files and items at the same time. 

Project Dashboard

Reports based on data contained within a project structure are easily run and viewable in the preview pane of the interface. The reports include files, sub-projects, items and change orders withing the project. In addition, linked data and implied data can be easily included in the report. 

User Interface

With the addition of links to the product, there are some enhancements made to the interface that make managing data simple. The Vault interface displays files, folders, and links. The links shown in the main grid can reference files, folders, items, or change orders. This allows all entity types to be managed from the main grid.

With folders in the main grid view, the user can open them and view the contents without being constrained to the tree view. Additionally, opening a linked folder will populate the data referenced by the target folder. This allows the setup and manage sub-projects.