|Note: Views are created and managed by the project administrator of your Project Space and are available for all project participants. If you need a view please contact your administrator or the conject Support Team.|
A view makes it possible to find documents depending on its Categories (Properties) – independent of its location within the folder structure.
Categories describe attributes of documents (like the type of document or the creator of the document) and drawings (like the level the part of construction). Every Category contains a list of Category Values which can be freely defined. Besides these category values which are created by the administrator, every document has assigned the two system categories Creation date and Owner and every drawing additionally a status and the file type.
Using a view it is possible to find documents with the same attributes or categories quickly. A view consists of as many levels as needed. On every level of the view a certain category is displayed. Documents with identical category values on a level (e.g. creator = all documents uploaded by the project management) are pooled. The concept is particularly high-performance when using several categories as levels in one view.
Example: In the project the mandatory categories "Type of document" and "Creator" are used. Every document is assigned a creator and a document type. Using a correspondingly constructed view (first level: creator, second level: document type) it is possible to find the required documents in a very short time:
- A click on "Project Manager" displays all documents created by the project management independent of the type of document.
- With a click on "Meeting minutes", as can be seen in the example, only those meeting minutes created by the project management are displayed.