Categories describe certain attributes of documents (like the type of a document or the creator of a document), drawings (like the part of construction or the level), BIM Models and other objects in conjectPM. You can create as many own categories as needed, such as the construction phase or the trade. Every category contains a list of category values which can be freely defined.
Only these values, determined by the administrator of the project, can be assigned by users as an attribute to a document. In case of drawings and BIM Models this is done automatically by the system which reads the document name and assign the proper category values.
A potential list of category values for the category "Construction phase" could include "Preliminary", "License", "Execution", for example. A document can thus be assigned specifically to a certain phase or several phases.
Using the categories you can create a view which makes it possible to find documents in relation to certain properties (categories) – independent of the location of the documents within the folder structure.
- Go to the "Administration" application.
- Select the menu item "Categories".
- A list of all existing categories is shown.
- Click on "New category" in the toolbar.
- On the "General" tab enter the "Category name".
- Enable the check box "Mandatory" if the category should be mandatory for new documents.
- Use the "Status" to define if the category is used for the Document Management application. In this case assign the status "Active". If the category is only used for drawings uploaded in the Drawing Management application then assign the "Blocked" status. In this case the category is not shown in the Document Management and Communication application.
If you use a category for documents and want to use it to build views, then we recommend to have it as mandatory category (see step 6). Otherwise a view won't show all matching documents (e.g. reports of the project management) if the participants forget to assign the category values when uploading files.
- Add category values on the "Values" tab.
- Click on the plus .
- A new line is generated at the end of the list for entering a value.
- Enter the name of the new category value.
- Finally create the new category with "Save".
- Alternatively: If your category has many values, then you can import the values quickly and easily using a Excel file saved as a .csv file. The Excel file need to have the category name in the fist row and the category values in the cells of the column below.
- Save the matrix with "Save as".
- In the drop-down menu "Save as type" select the file format "CSV (comma separated) (*.csv)"
- Now click on "Save" and confirm the next prompt with "Yes". If you close the file now Excel asks you if you want to save the file. As you did this before click on "No".
- Now click on "Browse" and select the csv file on your computer.
- Import the values with "Add values".
|Note: You can any time create new values with the import. Just import a csv file which contains ONLY the new values. The import can never delete or rename existing values.|
- Mark the category which you want to edit.
- Click on "Properties" in the tool bar. On the "Values" tab you can make the following settings in addition to the settings describe above:
- Delete the marked category values: This is only possible if the category values were not used for document, drawings (category is used for the drawing management) or messages yet. If this is the case then block the value.
- Block category values: The category value cannot be chosen any longer for documents or messages. For object were it was used before it will remain.
- Move cateory values in the list.
- Sort the category values alphabetically. Only possible if no category value is marked.