Accruent Meridian Enterprise 2020 User's Guide

Project Folders

Meridian Enterprise includes a set of features named Managed Change that is a subset of the project management features of the Meridian Advanced Project Workflow Module. Manage Change (and the Meridian Advanced Project Workflow Module to a greater degree) allows you to create project folders in the Main area of a vault to contain in-progress documents. Those documents are called project copies and are made from master documents that reside elsewhere in the vault. Master documents can be considered as-built documents.

The Managed Change features are recommended for those organizations that work with many projects.

The differences between Managed Change and the Advanced Project Workflow Module are compared in the following table.

Project folder differences
Managed Change Advanced Project Workflow Module

Project folders do not include workflow.

Project workflows are fully configurable.

Project folders may not contain subprojects.

Project folders may contain subproject folders.

Project folders do not have workflows and therefore may not be interlocked.

Project workflows may be interlocked with other project workflows and document workflows.

Documents may be copied to only one project folder at a time.

Documents may be copied to multiple project folders for concurrent changes.

In all other respects, the project document management features of Managed Change are the same as in the Advanced Project Workflow Module that are described in theAccruent Meridian Advanced Project Workflow User’s Guide.

The following topics describe the common tasks that can be performed with the Managed Change commands.