Projectwise Explorer Configuration Guide

Create Project

Create folder & subfolder

Assign Environment to folder

Security Access control to folder(s) & document(s)

Create Project
To create project in Projectwise Explorer, login with administrator account
Choose Documents -> New Project...

Click Next to continue

Click Next to continue

Enter ProjectName, Project Description, Environment and Storage, click Next to continue
Choose Project Type and Enter project information

Click Next to continue

Select project members from users in projectwise

Click Finish to complete create project.

Create folder & subfolder
To create folder and sub folders, you can drag and drop folder (include subfolders) from
client machine to Projectwise.
To create folder, right click to project (folders) -> New -> Folder
Assign Environment to folder
To assign environment and workflow to folder, right click to folder -> Properties

In the folder properties,

General tab -> choose environment, storage
Workflow & state tab -> choose workflow, and default state for the folder,
Project & folder security tab -> Setting permission for folders access.
Documents security tab -> Setting permission to document in the folder.
Audit trail tab -> List all audit trail in the folder.
Security Access control to folder(s) & document(s)
To setting access control on each folder/document, you can click to access control tab

Click to + to add user to project/folder/document

Click to - to remove user to project/folder/document

Select users/group/user list, click to check box for folder /document

You can import security follow excel template