Copying a master document to a project

Copying a master document to a project makes a copy of an existing master document to a project folder and links the project copy to the master document. This is similar to creating a new document as a derivative of an existing document. The purpose of the copy is to be further developed in the course of the project for eventual release as a new revision of the master document. For example, an as-built facility drawing may need to be modified as part of a facility upgrade or expansion. Yet, the as-built drawing needs to remain accessible by facility managers until the project is complete. The solution is to create a project copy of the as-built drawing (master document) into a project folder, optionally locking the as-built drawing against other revisions. The project copy may then be modified as necessary without affecting the as-built drawing.

To copy a document to an existing project:

1. In PowerUser, select the master document to be copied to a project folder.
2. From the Document menu, select Managed Change, and click Assign to Folder. The Select folder dialog box appears .
3. Select an existing project folder to copy the document to and click OK. Click New Folder to create a new folder, if necessary.
   
   Note    If the master document was last released from the same folder, a warning message will appear and the document cannot be reassigned to the same folder.

1. If the master document has references, the Meridian Enterprise reference browser appears similar to the following figure listing the master document and its reference documents.

2. By default, the project copy will reference the original reference documents and copies will not be made of them. Documents that will be copied are indicated with a checkmark icon . Documents that will not be copied are indicated with an equals sign icon . To also copy specific reference documents to the project folder, right-click the document name that you want to copy and select Select for Copy. To copy the selected document and all of its child reference documents, select Select Entire Branch for Copy. Click OK to begin copying. For more information about using the reference browser dialog, see "Showing project copies."

4. Depending on the document type of the document being added to the project folder, wizard pages may appear for input of document information. Complete any wizard pages that appear and click Finish. The master document is copied to the destination project in the Unchanged state.

This completes copying a master document to a project folder. You can now edit the document or manage it as described in any of the following topics.