BlueCielo Meridian Advanced Project Workflow Module 2012 User's Guide | BlueCielo ECM Solutions

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Showing project copies

With the potential for multiple project copies to be made from a single master document, it may be difficult to track where all the project copies are located. Conversely, it may be difficult to locate the master document from which a specific project copy was made. The Meridian Advanced Project Workflow Module makes it easy to see both master documents and all of the project copies made from them in a single view with the Show Project Copies command.

To view the references between master documents and project copies:

  1. In PowerUser, select either a master document or a project copy.
  2. On the Document menu, point to Master/Project CopyManaged Change and click Show Project Copies. A reference browser dialog will appear similar to the following figure. The reference browser can also be displayed by clicking the work-in-progress icon on the Document page of the selected document.

Tip    The work-in-progress icon is red   for master documents, blue   for project copies, and crossed shovels   for inactive project copies.

Following are descriptions of the three panes of the reference browser dialog.

  1. Select a document in the upper-left pane to view its path in the upper-right pane.
  2. Click Go to to close the reference browser and make the selected document the selected document in the Navigation view. Click Close to close the reference browser and return to the selected document in the Navigation view.

Tip    Right-click a document in the upper-left pane to display the document context menu. Document commands that are valid for the current context, project workflow state, and document workflow state are available for use.

Active project copies are those project copies that have not yet been reconciled with the master document. That is, either superseded by the master document or merged with the master document.

Inactive project copies are those project copies that have already been reconciled with their master document and are shown in gray in the reference browser. Inactive project copies may be hidden from viewing in the reference browser by disabling the Display inactive project copies option in the Options dialog accessed by the Options button.

Related tasks

Copying a project copy to another project folder

Discarding a document from a project

Related information

About the reference browser buttons


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