Tree of projects in the Documents Page

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Tree of projects in the Documents Page

The tree of projects (or ProjectTree)

The tree of projects (or simply ProjectTree) displays all the projects and subProjects available.

This window displays the ideal roots of the tree of documents including every document in the database.

The tree can be filtered using the filter or the Global Documents Filter (set in options User Interface → Browser Behavior).

For further information about what a project is and how it is handled in MechworksPDM, read the topic Understanding projects.

This is an example of ProjectTree

images_ProjectTreeExamples

based on the image:

Project Tree [PARTIAL] means that not all the project are currently shown but only a selection of projects

FPTest is the currently selected project

Project1 and Project3 are revisioned projects

Main1 is a project containing subprojects

Weldment is the current project

You can expand/collapse projects using a clickable icon on the left of the project name

images_bookExpand1

images_bookExpand2

Understanding the book icons interface

In the Project Tree are displayed book icons

open images_BookOpen the project is loaded in memory; clicking the plus icon images_ic_plus shows its sub-components

closed images_BookClosed the project is not loaded in memory; by clicking the plus icon images_ic_plus you can see only sub-projects (if any)

When the book is closed, you cannot see any components but only the possible presence of sub-projects (the plus icon means that the project contains at least one sub-project).

Example

images_ic_book_example01

Project not loaded in memory; no sub-projects

images_ic_book_example05

Project not loaded in memory and node collapsed; it has sub-projects; if you click images_ic_plus you see only sub-projects

images_ic_book_example04

Project not loaded in memory but node expanded; you are seeing only its sub-projects

images_ic_book_example02

Project loaded in memory but node collapsed; if you click images_ic_plus you see all sub-components

images_ic_book_example03

Project loaded in memory and node expanded; everything is visible

Remote Access: visualization of foreign documents and projects in the tree

Foreign documents are marked to identify them at a look:

images_remoteAccess

You can decide to show them or hide them from the popup menu of the tree root:

images_remoteAccessInTrees

Operations available for projects

Creating a new project

To create a new project, click Create a new project in the menu bar of the CAD, or RMB the root of the project tree and select Create a new Project...

A dialog window asks for the name of the new project. Assign and clik OK.

Creating a subProject

To create a subProject, select a project, right-click it and in the popup menu select Create a sub-Project.

In the dialog (pre filled with the father project name) enter an ID images_dialogs_createSubProj

Displaying only a subset of projects in the tree

See specific topic

Displaying documents in the Projects tree

You can display documents belonging to projects directly inside this tree. You may decide, for instance, to hide the ComposedOf and UsedBy grids and use this tree to look for documents if you know their hierarchical position.

In the TreePage button bar you have buttons to display documents (Expand tree nodes) or to hide documents (collapse tree nodes).

Drag&Drop support

To enable this support, the related options in General → Tree must be checked.

 
You can drop files selected from MS Explorer directly into the Tree, or rearrange with drag&drop operations
the project assignment of the documents.
The supported operations are:

Drag from

Drop to

Action

A list of files selected in MS Explorer

A Project

Insert non CAD files in the project and register SW files in the
project

In Windows when you drag a file to a folder on the same drive, the default is for the file to be moved. When you drag a file to a different drive the default is for the file to be copied

Not a Project

OPERATION NOT ALLOWED

A list of documents selected in the MechworksPDM tree

A Project

Add documents to the target project

Not a Project

Add non CAD documents to the target document

pressing the Ctrl key, will also remove the documents from the old

A list of projects selected in the MechworksPDM tree

A Project

Add sub-projects to the target project

pressing the Ctrl key, will also remove the sub-projects from the old project

Not a Project

OPERATION NOT ALLOWED

It is possible to drag & drop a file in the SW desktop directly from any Tree Control item, starting the dragging on the item label. Multiple selections are allowed.

Setting the current project

Double clicking a project will make it the Current Project. Optionally you can also set it in the popup menu.

Project Tree sorting

images_orderBy1 Change order of top level documents in project tree: RMB on the Project Root, select Order Projects By...
MechworksPDM allows you to select a field name from a list. The field will be used to order the tree items.

images_dialogs_orderBy2

Show only the description in the Project Tree

You can drive the showing behavior through the option User Interface→Tree→images_checkONShow Descriptions in Project Tree

Create a child tree for a project

It is possible to create a child tree for a given project. Righ click it and select the command Child Tree.

Rebuild performance improvements

Stop rebuild

The Esc key stops the rebuilding of the tree both in the projects tree and in the TreePage.

Options to avoid enlisting unnecessary files

In options User Interface → Tree you can define file patterns to exclude files from being included both in the parent and in the child tree.

images_checkONAvoid Child Tree for Documents with File Names like...

images_checkONAvoid Parent Tree for Documents with IDs like...

Related topics

To view the entries in the pop-up menu for this tree, read the topic Pop-up menus in the tree of projects.