To work with the Work History of a drawing

To add status and notes to the Work History

  1. Under Status, in the drop-down list, select a status.
  2. In the Notes box, enter a description of the changes you made or are planning to make to the drawing.
  3. Click OK.
    Note:

    If the Work History dialog box is not displayed when you open or close a drawing, the project was configured with work history prompting turned off. Consult your project administrator.

To view Work History status for a drawing

  1. In the Project Manager tree view, click a drawing.
  2. In the Project Manager, on the bottom toolbar, click Work History.  
  3. Under Status, view the drawing status.

To manage work history status

  1. In the Project Manager tree view, right-click a drawing. Click Open.
    Note:

    If the Work History dialog box is not displayed when you open or close a drawing, the project was configured with work history prompting turned off.

  2. In the Work History dialog box, in the Status list, click Manage.
  3. In the Project Status Manager dialog box, do one of the following.
    • To add a new status, click New. In the New Status dialog box, in the Name box, enter a new status name. Click Ok.
    • To rename an existing status, under Refined Statuses, click a status name. Click Rename.
    • To delete an existing status, under Refined Statuses, click the status name and click Delete. Click Close.
  4. Click OK.

To display and sort the work history for a drawing

  1. In the Project Manager tree view, click the drawing whose work history status you want to view.
  2. In the Project Manager, on the bottom toolbar, click Work History.
  3. To sort the list alphabetically by user or chronologically by date, click the appropriate column heading. (You cannot sort the status list.)