Create a Project Copy

You can create a project copy from a master document. This copies an existing master document to a project folder, optionally locks the master document, 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 copy can be further developed during the project and released 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, facility managers need access to the as-built drawing until the project is complete. You can do so by creating a project copy of the current as-built drawing (master document). You can also lock the as-built drawing against other revisions

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.

If the Advanced Project Workflow Module has been enabled for the vault, multiple project copies can be made from the same master document to allow for concurrent engineering with the ability to track each project copy. If your organization uses the Waiting Lists and a project copy already exists, when you create a project copy a waiting project copy is created instead. If the project copy is a waiting project copy, it cannot be edited until the priority reaches zero or the priority is changed. Waiting project copies are created in the workflow state Unchanged. If you have the privileges to do so, you can manage a waiting list.

If the concurrent engineering rule is set to serial change on the selected project copy, you cannot create a project copy or a for info copy.

To copy a document to an existing project:

1. Do one of the following:

   • Right-click the master document you want to copy, point to Project, and then click Create Project Copy or Create Project Copy and Lock.

   • Select the master document you want to copy.

2. In the Project ribbon, in the Assign group, click Create Project Copy and then choose from:

   • Create Project Copy
   • Create Project Copy and Lock
   • Create Project Copy with References

   • Create Project Copy for Information – creates a copy in the project folder you select. The copy is not shown on the Master and Project Copies page. In addition, you cannot:

     • change the content natively, on renditions, or annotate it
     • change the properties
     • start a workflow
     • release to master
     • transfer to another project
     • transfer to next waiting project copy.

   The Select Project dialog box appears. If the list of project folders is very long, you can filter the list by typing part of the desired folder path in the text box.

   Note:

   • The root folder that is shown in this dialog box can be controlled by vault customization. This can be done to limit project copies to be made only in certain project folders depending on your organization's business processes. The folder that you last selected in this dialog box may or may not be selected by default depending on that customization.
   • The vault might be configured to automatically create sub-folders below the folder that you select and the project copy might be created there.

3. Select the project folder where to copy the document and click Next.

   If the document type is configured to use waiting lists and there is already an active project copy, a dialog box opens indicating that a project copy cannot be created, but you can create a waiting project copy instead. This also applies if you selected several documents in a batch.

   If concurrent engineering is not allowed for the document type, you can opt to create a read-only project copy for information purposes.

   If the master document has references, the assembly copy page appears. It lists the master document and its reference documents of the TagObjectReference and manual reference types. Documents that will be copied are indicated with a green checkmark icon (the default is none). Documents that will not be copied are indicated with a magenta equals sign icon (the default is all).

   By default, the project copy will reference the original reference documents and copies will not be made of them. Alternatively, you can copy the reference documents together with the master document and the master document will references the project copies of the reference documents (and copies of them made in the same project).

   To also copy specific reference documents to the project folder and reference them:

   • Click the icon to change it to . If you select any part of the assembly without first selecting the parent assembly, the parent will be selected automatically.
   Note:

   • Some parts might not be selectable for copying due to the configuration of the reference type that links them to the parent assembly.
   • Additional documents that are invisible in this dialog might also be copied, parts of sub-assemblies, for example.

4. Click Start Copy to begin copying. The Create project copy for <assembly> dialog box appears and shows the results of copying each file.

   The master document is copied to the destination project in the Unchanged state.

5. Click Close to go to the project copy in the navigation view.

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