How to.. > Organize and manage data > Create projects, folders, and packets
Create projects, folders, and packets
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In order to use packets or projects, your Administrator must have first enabled them in your xml file. See the Customization Guide for more information.
Packets are the central organizational tool for Creo Elements/Direct Manager Server. Projects and folders are available for backward compatibility with previous products. For more information see How do I organize my data?
Create a packet:
 
Packets are used to organize and send data. To create a new packet,
1. Click My Projects on the Workspace bar.
2. Click Home and then, in the Edit group, click the arrow next to Add New.
3. Click Packet. Alternatively, click File > New > Packet. The New Default Packet dialog box opens.
4. In the Name box, type a name for the packet.
5. Click OK.
To edit the your packet information, select the your packet in the Workspace, click Home and then, in the Edit group, click DB Properties. Alternatively, right-click the packet and, in the shortcut menu, click DB Properties.
Create a folder:
 
Project folders are created within projects. To create a new folder,
1. Click My Projects on the Workspace bar and select the project.
2. Click Home and then, in the Edit group, click the arrow next to Add New.
3. Click Folder. Alternatively, right-click the project and, in the shortcut menu, click Add New > Folder. The New Folder dialog box opens.
4. Type a folder Name and Description.
5. Type a value in the Reference box
6. Select values for Show Newer Versions and Document Class Name from the drop-down lists.
7. Click OK.
Create a project:
 
Projects contain folders, packets, documents, and other projects. To create a new project,
1. Click My Projects on the Workspace bar.
2. Click Home and then, in the Edit group, click the arrow next to Add New.
3. Click Project. Alternatively, click File > New > Project.
4. To create a new sub-project, open the project where you want to create the sub-project, then click Home and then, in the Edit group, click the arrow next to Add New.
5. Click Project. Alternatively, right-click the project and, in the shortcut menu, click Add New > Project.
6. Type a Name and Description for your project.
7. Set Show Newer Versions to On if you want to always see the newest version of each document in the project. Set it to Off if you always want to see the specific version of the document in the project.
8. Set Document Class Name to the default document class type for the Add New > Document.
9. Type a value in the Reference box if you wish. This field provides an additional key so you can search for specific key words or distinguish between different projects with the same name.
10. Click Apply.
Now you must assign roles to allow other users to access your project. See Working with roles and permissions for help.
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