Transferring properties from Project Portal to Office files

Properties are transferred from Project Portal to Office files whenever the file is opened for viewing or checked out. The file property values will be updated from the Project Portal properties that have the codes listed in Project Portal property codes.

Properties are not transferred during the following operations:

• Clipboard export and extract
• Document list export
• Export
• External reference operations (View with references and Checkout with references )

Note    Project Portal does not update the properties of original files stored in a workspace. The properties are always transferred to a copy of the original before it is downloaded by the user. To ensure that the properties of the original files are correct in Project Portal, you must explicitly save the file with the correct property values to Project Portal.