Creating a project definition

A project definition is a template for creating project folders in a vault in much the same way that work area templates are used to create new work areas. Project definitions have the following configurable characteristics:

• Identification properties
• An associated custom folder type
• An optional restriction against creating project folders from the project definition at the root level of the vault
• A configurable workflow made up of states and transitions that can have property assignments and display wizard pages
• Optional sub-projects that may be nested within the project definition
• Interlocks, which enforce rules for the synchronization between project definitions and sub-project or document workflows

Before you begin

You must have the Change Configuration privilege to configure project definitions. It would also be very helpful to first diagram on paper the project workflows for which you want to create project definitions and list any dependency rules that may be required between the projects, sub-projects, and document workflows.

To create a project definition:

1. Open Meridian Enterprise Configurator.
2. Use one of the following methods to add a new project definition to the configuration tree:

• Select New Project Definition from the Edit menu.
• Click the New Project Definition button .
• You can also create a new project definition by right-clicking Project Definitions in the configuration tree in the left pane and choosing New Project Definition.

3. Type information on the General tab for the options described in the following table.

4. Click OK to save the project definition.

Notes

• If you select a folder type that was created to be used exclusively for a project definition, you should enable the Can be used for projects only option on the General tab of the folder type. This will prevent the folder type from showing in the Meridian Enterprise clients and inadvertently being used to create non-project folders.

• NEW  To configure a vault to automatically create project folders and subfolders, set the following options as described in the BlueCielo Meridian Enterprise Configuration Guide:

  • Configure the Field-Path Definition with one or more subfolders below a project folder level.
  • Assign a default folder type to the project folder level in the Field-Path Definition.
  • Configure the default folder type to only be used for project folders.
  • Assign only one project definition to the default folder type.

This completes the basic configuration of a project definition. You can now continue to configure the project definition in any of the following topics.