Home > SI Documentation (v15) > User Guide > Projects > Project Explorer > Managing Projects

Managing Projects



There are multiple functions for managing your SI Projects.

Check In/Out


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The Check In/Check Out feature for Project in SI is certainly the most critical one to understand when it comes to managing your SI Projects. Click here for details.


Add Additional Files


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Additional files are linked Visio and AutoCAD drawings created within SI. They can also be any other files you wish to add to the Project Folder, like .pdf, .docx, .xlsx, etc. You can also add Mobile Install Documents to a selected Project's folder: Click here for details.

Create Project Template


You can create a template based off an existing Project.


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You will have the option of adding an additional project files to the template:


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Click here to see how to create a Project from a Template.

Archive/Unarchive Project




This feature allow you to Archive or Unarchive your SI Projects. Archiving will remove the Project from the "All" and/or "My" views. Click here for details.

Lock Projects / Lock Reports




Here you can lock/unlock Projects and/or Project Reports. When a Project is locked it is read-only and if Project Reports are locked you will not be able to generate reports for Projects. Click here for details.





There are a variety of options for exporting from the Project Explorer. Click here for details.

Get Latest Version


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This feature will copy down the most current Project files from your SI Server. This option is only active if someone else has updated the Project since the last time you checked the Project out to your machine. Checking out a project will automatically copy the latest version of files to your machine, but this function can be used if you do not wish to check out the Project.





This feature will display the check in/out history for a Project. When you select a row in the Project History section, any changed fields will display in the Changed Fields section:


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You can export this list to PDF or Excel:


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