To Work With Vault Project Drawings

To open a project drawing

After a drawing has been added to a project, open it from the Projects collection in the Prospector tree.

If you want to open a project drawing and edit it, you must first check it out. If you do not have the project drawing checked out, you can only open it in read-only mode.

You can tell whether the drawing is checked out to you by the icon displayed next to the drawing name in the Prospector tree.

If the drawing you want to check out is a source drawing for a project object, you can open it from the project object collection.

1. In Toolspace, on the Prospector tab, under the Projects collection, navigate to the folder that contains the drawing you want to open.
2. Right-click the drawing.
3. Click Check Out or Open (read-only).

   The command that is listed on the menu depends on whether or not you have the drawing checked out.

To get the latest version of a drawing

You can obtain a read-only copy of the latest version of any project drawing.

Use the Get Latest Version command to update your copy of a source drawing for a project object, a drawing that contains a reference to shared project objects or any other project drawing.

You can tell whether your local copy of a drawing is the latest version available in Vault by the icon displayed next to it in the Prospector tree.

The Get Latest Version command is displayed in the context menu of a Prospector tree item only when the local copy of the file is out of date or does not exist. The command is not available for an open drawing.

When applicable, the Get Latest Version command is available at every level within the Projects collection on the Prospector tab. If you select the command at a level that contains folders beneath it, you can choose which folders you want to update.

1. In Toolspace, on the Prospector tab, under the Projects collection, right-click the drawing, collection or folder you want to update.
2. Click Get Latest Version.
3. In the Get Latest Version dialogue box, select Include File Dependencies to display any dependent files in the Project Files list.
4. Clear the tick boxes next to files and folders that you do not want updated.
5. Click OK.

To synchronise a drawing

The Sync To Project command updates out-of-date drawings that reference project objects. It also updates any out-of-date project points contained in the drawing. The out-of-date condition can occur when someone checks in a project object’s source drawing or checks in project points.

Local copies of out-of-date source drawings and project points are replaced with the latest version from the project database.

Note: In the Prospector tree, icons are displayed next to drawings that have been added to the project, indicating the state of the drawing on your system (your local copy) in relation to the latest version of the master copy of the drawing in the Vault database.

1. In Toolspace, on the Prospector tab, under the Open Drawings collection, right-click the drawing you want to synchronise.
2. Click Sync To Project.
3. In the Sync To Project dialogue box, select the out-of-date project objects you want synchronised.
4. Click OK.

To detach a drawing from a project

You can detach a drawing from a project to sever the connection between the drawing and all project data.

Important: When you detach a drawing from a project, all links to project source drawings and project data are severed and cannot be re-established.

A drawing must be open to be detached from a project. When you detach a drawing from a project, all references in the drawing to shared project objects are replaced with object data that can be edited.

When a drawing contains a project object, such as a reference to a project surface, the project object is promoted to a surface object that has no reference back to the original source drawing that its geometry it based on. You can edit the promoted surface, but you cannot rebuild it based on the original source data.

1. In Toolspace, on the Prospector tab, in the Open Drawings collection, right-click the drawing you want to detach.
2. Click Detach Project.

To manage file status prompts

You can control the use of prompts during file management events.

During file operations such as Check In, and Get Latest Version, prompts are available to advise you of unsaved changes, newer versions in the vault, and other details. You can specify whether these prompts are used always or never. You can also specify whether the default response to the prompt is Yes or No.

A new user can have all prompts displayed to guide them in file management. An experienced user can suppress some unnecessary prompts and work more efficiently.

1. In Toolspace, on the Prospector tab, in Master View, right-click the Projects node Manage Prompts.
2. In the Manage Prompts dialogue box, review the Response and Frequency settings for each prompt, making any required changes.