Home > SI Documentation (v12) > 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


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You can create a template based off an existing Project. 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


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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


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Here you can lock/unlock Projects and/or Project Reports. These locks can be set manually here or they can be triggered via Workflow Rules. 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. You must have permission to lock/unlock.



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This feature will export a list of all Projects displaying in the Project Explorer. If you choose Export you will choose from a list of fields or you can choose to export your current layout for your Project Explorer.


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Send To


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This feature will allow you to zip and/or email (via Outlook) a Project. This feature could be used to send a SI Project to another SI user outside of your organization or to D-Tools Support. You can also export a project file in XML or JSON format.


When you click this option, you will be prompted whether to add any of the additional project files to the zip file:


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For the Zip option, you will then be prompted to choose a file location:


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For the Outlook option, the file will be zipped and attached to an email template:


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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.



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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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