Configure the Project Folder Type

The Meridian Portal integration should use a special folder type dedicated to projects. An example of such a folder type is named ftM360Project and is created during the import of the vault configuration as described in Import the Vault Configuration. If you don’t want to use the example folder type, you can manually configure an existing folder type as follows.

To configure the project folder type:

In Configurator, in the Folder Types branch, select the folder type that you want to configure and set the following options. For information about editing a folder type, see Create And Edit Folder Types.
1. On the General tab, change the value of Display name, if desired.
2. On the Pages tab, add the Project Members page to the Show as property page list.
3. On the Pages tab, if you want a new project to be created in Meridian Portal automatically when a project is created in the vault with this folder type:
  - Add the Meridian Portal page to the Show as wizard page list.
  - Adjust the M360FolderGenericEvent_AfterNewFolder script event handler as described in Modify the New Project Event Script.
4. On the Commands tab, confirm that the following commands are enabled:
  - Download Packages
  - Invite Members
  - Refresh Members

The Meridian Portal wizard page includes the required properties Project ID and Project Name. These should match the associated properties in the vault configuration. For example, for vaults based on the Accruent Industry Template, this wizard page is shown after the main wizard page. On the main wizard page, users enter values in Project ID and Project Name, so the Meridian Portal wizard page shows them as read-only so that they are not duplicates. In this example, the related properties are: psProject.ProjectId and psProject.ProjectName. If your vault will not use these same properties, modify the wizard page configuration to show the correct properties for your vault. For more information about editing wizard pages, see Edit a Property Page.

Note:

Project names must not contain spaces.
Renaming and deleting project folders in Meridian Enterprise are not supported by the Meridian Portal integration. To rename a project folder, delete the old folder and create a new folder. When a project folder is deleted, the folder must be deleted from the table tbM360Projects manually using the 32-bit version of Configurator. To update the table automatically, the DocGenericEvent_AfterDelete script event can be used like in the following example.
```
Sub DocGenericEvent_AfterDelete(Batch)
    If Not Document Is Nothing Then
        'Add your code for document objects
        ElseIf Not Folder Is Nothing Then
        'Add your code for folder objects
        If Folder.IsProject Then
            Vault.Table(“tblM360Projects”).DeleteValues “ProjectNumber”, Folder.ProjectId
        End If
    End If
End Sub
```

Configure the Project Folder Type

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