Create vault projects and set up user roles.
You create plant projects in a vault using the Project Manager. Plant projects are created in the root folder of the vault and assigned a PlantProject category. You must have Administrator rights to create the first plant project in the vault and Document Manager (Level 2) to create additional projects. Otherwise, no special preparation is required to create a plant project in the vault.
Example vault roles and plant project capabilities:
Document Consumer - read-only access
Above plus Data Manager (Level 1), Document Editor (Level 1) - add files and folders
Above plus Data Manager (Level 2), Document Editor (Level 1) - create projects and delete files and folders
Above plus Content Center Administrator - project setup
Project users can manage projects entirely from within the Project Manager, the ribbon, and commands. Autodesk Vault Client is not required to work with plant projects.
Autodesk Vault Server Setup
You can use Autodesk Data Management Server Console to manage user security.
| Commands | Autodesk Vault Roles |
| Browse files (read-only) and refresh from the vault | Document Consumer |
|
Add folders Add drawings and related files Check in, check out, and undo check out Get a file revision Synchronize to the vault |
Document Consumer Document Editor (Level 1) Document Manager (Level 1) |
| Revise files |
Document Consumer Document Editor (Level 1) Document Manager (Level 2) |
| Create additional projects |
Document Consumer Document Editor (Level 2) Document Manager (Level 2) |
| Manipulate project structure:
Move files and folders Rename files Remove files Rename folders Remove folders |
Document Consumer Document Editor (Level 1) Document Editor (Level 2) Document Manager (Level 1) Document Manager (Level 2) |
| Project setup (modify settings) |
Document Consumer Document Editor (Level 1) Document Editor (Level 2) Document Manager (Level 1) Document Manager (Level 2) Content Center Administrator |
| Create initial project (first plant project)
Add projects to the vault Audit plant project (plantauditvaultproject) |
Administrator |
For more information see Learn about Autodesk Vault Roles.
Vault Project Configuration (Administrator)
Project spec sheets and some Iso style files require that you use Autodesk Vault Client to check in and check out files.
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You cannot check out and check in piping specs using the AutoCAD Plant 3D toolset Spec Editor. Instead, project administrators check out PSPX and PSPC files in the Spec Sheets directory using Autodesk Vault Client.
Note: Spec sheets that are in-use (for example: by the dynamic tool palette) are not updated with plantrefreshfromvault. To update locked project files that are not checked out by you, you can close and reopen the project with the Refresh all Changed Files from Vault option selected. -
To modify Iso Style files directly (for example: edit IsoConfig.xml), you can check out and check in files using Autodesk Vault Client.
Vault Project Settings
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Vault projects are identified with a PlantProject category in the root folder.
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Project files have an alphabetic (A, B, C) revision format by default. You can use Autodesk Vault Client to set a numeric (1,2,3) revision scheme for the PlantProjectFile file category.