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.
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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 > > . 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 > . 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 > > .
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 > .
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 > .
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.