Viewing and editing folder properties

BlueCielo Project Portal 2017 User's Guide

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Viewing and editing folder properties

Before you begin

To perform this task, you must be the owner of the folder or a member of an access group that has been assigned an access profile with the View permission or the Edit permission, accordingly, for folder properties.

To view and edit the properties of a folder:

In the navigation pane, select the folder if it is not selected already. The path of the folder appears in the detail pane in the Documents and Folders views.
In the Documents or Folders view, in the path shown at the top of the view, click the name of the folder. The folder's properties appear in the detail pane.
In the ribbon, in the Folder group, click Edit. The folder's editable properties appear in a form.
Click options or type values using the descriptions in the following table.

The folder properties appear in sections. You can hide or show individual sections by clicking the arrow icon beside the section name. The current visibility of a section applies throughout the workspace.
Click Save. All of the folder's properties reappear and your changes are shown.
To switch back to viewing the folder's contents:
- In the ribbon, in the Folder group, click List contents.

Editable folder properties
Property	Description
General
Name	Name of the folder
User code	Optional user-defined code. Typically used by Smart Paste and other features as the folder identifier.
Created	Creation date, time, and user name. The creator is considered to be the owner of a folder.
Letter code	Optional user-defined code
Modified	Modification date, time, and user name
Version	Optional folder version number not maintained by Project Portal
Position	The level of the folder in the workspace tree structure. For example, a value of 2 means that the folder is the second subfolder in the tree. Position applies to all folders with subfolders. Otherwise, the value is 1.
(General) Type	Folder type
Description	Description of the folder purpose or contents. It is shown at the top of the document list if the Hide folder description in document list option is not selected as described in Configuring user interface settings. The text can be formatted using any valid HTML tags to include lists, images, and so on.
Status	The folder's active status within its assigned life cycle.
Lifecycle	Name of the life cycle assigned to the folder. A folder's life cycle defines the status transitions for the folder and the group of users that are allowed to run each transition.
(Default document settings) Type	Default document type assigned to documents added to the folder
Custom
<Name>	The visibility of custom properties depends on access control, the folder type, and workspace settings. For more information, see the Project Portal Configuration Guide.
Collaboration
Comments	Number of comments attached to the folder
Subscriber notifications	Names of users that have subscribed to the folder. For more information about subscribing to a folder, see About change notifications.
Notifications	Names of users registered to receive notifications about the folder. For more information about notifications, see About change notifications.
Access profile	The active access control profile of a folder as described in Viewing and editing access control profiles. To view the available profiles: In the ribbon, in the Access group, click List profiles. A page that lists the defined profiles and their respective privileges appears.
Role accesses	Role access rights to the folder for individual users or user groups as described in Assigning and removing roles.
Links
Parent folders	Names of all parent folders to which the selected folder has been linked
Subfolders	Names of all subfolders of the selected folder