Show Master And Project Copies

You can create multiple project copies from a single master document. The Show Project Copies command allows you to see both master documents and all of the project copies made from them in a single view. This enables you to locate the project copies and the master document from which they were created.

ClosedPowerWeb Procedures

The Master and Project Copies page shows the current document and its references to the other documents in its family. The row of the selected document is highlighted to indicate its location in the family.

If your document type uses the concurrent engineering waiting list, the priority column indicates the position of the project copy in the waiting list. You can manage a waiting list on this page.

ClosedStatus Icons

The icons on the Master and Project Copies page indicate the status of a document:

  • A red padlock. : Locked document from which project copies have been created. This might be the master document or a project copy.

  • A blue padlock. : Active project copy

  • circular blue arrow with pause symbol at the top-left: Waiting project copy. The document is in a waiting list and is read-only because it has not yet reached the top of the list. You cannot:

    • change the document type

    • change the workflow state

    • create a sub project copy

    • download the document

    • modify or annotate renditions

    • modify references

    • release the waiting project copy to master

    • replace content.

  • page icon with yellow asterisk in top left corner: Unchanged document.

  • Document icon with pencil: Document under change or quick change.

  • Crossed shovels with solid blue circle containing white i: An information project copy. The document is located in a project folder, but is not shown on the Master and Project Copies page. You can add the document to a package for information, but 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

ClosedView Master and Project Copies Page

  1. Choose one of the following options:

    • From the ribbon:

      1. Select either a master document or a project copy.

      2. In the Project ribbon, in the Show Master and Project Copies group, click Show master and project copies.

    • From the context menu:

      1. Right-click either a master document or a project copy.

      2. Point to Managed Change (Project), and then click Show master and project copies.

    • From the Thumbnails view:

      1. Right-click the thumbnail of a master document or a project copy.

      2. Point to Project and then click Show master and project copies.

    • From the view bar:

      1. Select either a master document or a project copy.

      2. In the view bar click the Master and project copies icon A circle that is linked to three squares. There is a green check mark over the links..

    • On the Document page:

      1. Select either a master document or a project copy.

      2. On the Document page next to the document name, click the Show master and project copies icon A triangular red caution sign..

    The Master and Project Copies page appears and shows the current document and its references to the other documents in its family. The row of the current document is highlighted so that you know where you are within the family.

    The work-in-progress icon is red A triangular red caution sign. for master documents, blue A triangular blue caution sign. for project copies, and crossed shovels Two shovels crossed in an x. for inactive project copies.

  2. Choose one or more of the following options:

    • To see the path of a document, hover your cursor over the document name.

    • To use the shortcut menu for the document, right-click the document name.

    • To hide obsolete project copies, click Hide inactive project copies.

      • Active project copies are those project copies that have not yet been reconciled with the master document. That is, either superseded by the master document or merged with the master document.

      • Inactive project copies are those project copies that have already been reconciled with their master document.

    • To go to a different document in the family, click the document name.

      If the document cannot be shown in the current view, it is shown in the Folders view.

    • To compare two copies, select the copies that you want to compare and then in the Project ribbon, in the Master and Project Copies group, click Compare or Compare Renditions.

ClosedPowerUser Procedures

  1. Select either a master document or a project copy.

  2. On the Document menu, point to Managed Change (Master/Project Copy) and click Show Project Copies.

    A reference browser dialog will appear similar to the following figure. The reference browser can also be displayed by clicking the work-in-progress icon A triangular blue caution sign. on the Document page of the selected document.

    The work-in-progress icon is red A triangular red caution sign. for master documents, blue A triangular blue caution sign. for project copies, and crossed shovels Two shovels crossed in an x. for inactive project copies.

    Active project copies are those project copies that have not yet been reconciled with the master document. That is, either superseded by the master document or merged with the master document.

    Inactive project copies are those project copies that have already been reconciled with their master document and are shown in gray in the reference browser. Inactive project copies may be hidden from viewing in the reference browser by disabling the Display inactive project copies option in the Options dialog accessed by the Options button.

  3. Select a document in the upper-left pane to view its path in the upper-right pane.

  4. Click Go to to close the reference browser and make the selected document the selected document in the Navigation view.

    Click Close to close the reference browser and return to the selected document in the Navigation view.

Following are descriptions of the three panes of the reference browser dialog.

  • The upper-left pane displays a tree view of the master document and each of its project copies. Project copies are listed below and indented from the master document. The selected document is shown in bold text. Documents under change by you are shown in blue text. Inactive project copies are shown in gray text.

    If the master document is locked in a project folder, a red lock icon A red padlock. is shown next to the master document's name and a blue lock icon A blue padlock. is shown next to the name of the project copy to which the master document is locked.

  • The upper-right pane displays the path of the document selected in the upper-left pane.

  • The lower pane displays those properties that have been configured by a System Administrator to appear in the reference browser. If a thumbnail image is available for the selected document, it also appears in the lower pane.

Right-click a document in the upper-left pane to display the document context menu. Document commands that are valid for the current context, project workflow state, and document workflow state are available for use.

The toolbar buttons are described in the following table.

Reference Explorer toolbar buttons

Option

Description

A gray button with a pair of eyeglasses on it.

Opens the selected document in a new viewer window.

A gray button with two pieces of paper sitting next to each other on it.

Compares two selected documents.

A gray button with two pieces of paper on it. One of the pieces of paper has been changed, suggesting that it has been revised.

Shows the revisions of the selected document.

A gray button which has a piece of paper with an information icon on it.

Show the property pages of the selected document.

A gray button which has two arrows rotating in a circle on it.

Refreshes the Reference Explorer to display the most recent changes.

A gray button which depicts one circle being linked to many squares.

Shows outgoing CAD external reference types.

A gray button which depicts many squares being linked to one circle.

Shows incoming CAD external reference types and custom reference types.

A gray button which depicts two pieces of paper connected with a link.

Shows Derived From and Derived To reference types.

A gray button which depicts one circle being linked to many squares. There is a green check mark on top of the links.

Shows project copies and their master documents. Requires the Advanced Project Workflow Module.

A small gray button which depicts a browser window with a checklist.

When creating copies, shows the assembly copy options. When viewing references, shows visibility options for manual references and inactive project copies:
  • Display manual references: Show only references that can be created manually and are not created automatically by application links. Enabled by default.

  • Display inactive project copies: Along with active project copies, also show project copies that have been released as new master revisions, have been superseded by the master document, or have been merged with the master document. Enabled by default.

2024