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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

Before you begin

To create a project definition:

Open Meridian Enterprise Configurator.
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.

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

Option	Description
Display Name	The editable name of the project definition as seen by users. Required.
Name	The permanent internal name of the project definition. Required.
Description	A description of the project definition for system administrators. Optional.
Folder Type	A folder type configured in the vault used to represent the project definition in Navigation views seen by end users. If no folder type is selected, normal folders will be used. Optional.
This type of project can be created on the Vault level.	Controls whether or not the project folder can be created at the root level of the vault or must be created at lower levels of the vault. Optional. Note This option only controls the creation of projects at the vault level. It does not prevent projects from being created elsewhere then being moved to the vault level.

Click OK to save the project definition.

Note 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 folder type’s General tab. This will prevent the folder type from displaying in the Meridian Enterprise clients and inadvertently being used to create non-project folders.

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

Related concepts

Understanding project definitions