File Packages

Packages enable you to work with conceptual groups of files that represent milestones, releases and shared scopes of information.

A Solution to File Duplication

If you want to add a specific file version from one folder to another, you have to copy the file over. This can lead to confusion with multiple copies of the same file version existing in different folders.

When you add files to a package, they become associated with the package and do not copy over. This means that files can be associated with multiple packages without standalone copies being made.

Flexible Package Types

Fixed version packages

You can group specific versions of files into a fixed version package, and these versions will remain fixed even when newer versions exist. Fixed version packages can hold historical records which remain stable over time, any of which may need to be referenced at any time. This is useful when file versions increase as a project grows, and at certain times a 'snapshot' of a specific version is needed. For example, incoming releases, documents or addenda or outgoing documents that may be needed for tendering, estimation, permitting or handover.

Current version packages

You can group files into a current version package where the files will automatically be updated to their current version.

Controlled and Flexible Permissions

Packages have their own permission system. Project administrators can grant package manager permission to other project members as a user, role or company as required. Package managers can then view and create packages along with many package actions detailed in the Package Permissions help topic.

Manage Packages and Files

You can view and manage the whole package, including:

Integrates with Key Workflows

You can consume files in a package using the following key workflows:

Note: This is subject to your Files tool folder permissions for the selected files.