Project/Dept library

The Project/Dept library is a repository for holding project/dept documents. All members of the project/dept team can access the Project/Dept library. Therefore it is recommended that documents containing confidential information are not added to the Project/Dept library.

For more information about managing the library folders, see Folders in the reference library section.

View library documents

1. Navigate to the Project/Dept home page.

2. Click and select Library from the menu.

   The Project/Dept Library page is displayed.

3. Double-click the folder you want to view the contents of.

   The documents within the folder are displayed.

   Tip If you do not know which subfolder the required document is in, open the main folder and click the icon. All documents within that folder and all subfolders are displayed.

4. Click the name of the document you want to view.

   A message is displayed asking if you want to open or save the document.

Add documents to the Project/Dept library

5. Navigate to the Project/Dept home page.

6. Click and select Library from the menu.

   The Project/Dept Library page is displayed.

7. Double-click the folder to which you want to add documents.

   The contents of the folder are displayed.

8. Click Add Files.

   The Add Files window is displayed.

9. Click Choose Files to select the documents to add. You can also drag and drop documents from Windows Explorer.

   Warning If there are problems with any of the selected documents, you cannot upload them. Errors are indicated by a red warning triangle . Move the mouse over the icon to see an explanation of the error, and make the correction before trying to upload the documents.

   You can click to remove a single document, or click Remove All to remove all of them.

10. Edit the Names of the documents if required.

11. Select the check boxes to apply the following properties to the documents:

    • Enable Version Tracking

      If version tracking is enabled, a (V*) suffix is appended to the document name. If the document has only one version, it will be displayed as (V1). As new versions are added, the version number is incremented by one (V2, V3, ...).

12. Click Add x Files to upload the documents to AVEVA Contract Risk Management.

    Progress bars display the progress of the document uploads. If the uploads are taking too long, you can click Cancel to stop the upload of any documents which have not yet successfully been uploaded. This button is only visible when there are pending uploads.

13. If any of the document uploads failed, you can click Retry X Failed to attempt the uploads again.

14. Click Close once all the uploads are complete or cancelled.

Edit Project/Dept library documents

15. Navigate to the Project/Dept home page.

16. Click and select Library from the menu.

    The Project/Dept Library page is displayed.

17. Locate the document you want to edit.

18. Click the icon for the document you want to edit.

    The Edit Options page is displayed.

See Edit documents for more information.

Add notes to Project/Dept library documents

19. Navigate to the Project/Dept home page.

20. Click and select Library from the menu.

    The Project/Dept Library page is displayed.

21. Click the icon for the document to which you want to add the note.

    The Notes page is displayed.

22. Click Add Note and select Create.

    The Add Note page is displayed.

23. Enter the note text in the Note field.

24. You can also add an optional note attachment once you have entered the Note text:

    1. Click Add File.

       The Add File window is displayed.

    2. Click Choose File to select the document to add. You can also drag and drop the document from Windows Explorer.

       Warning If there are problems with any of the selected documents, you cannot upload them. Errors are indicated by a red warning triangle . Move the mouse over the icon to see an explanation of the error, and make the correction before trying to upload the documents.

       You can click Remove File to remove the selected document, if necessary.

    3. Edit the Name of the document if required.

    4. Click Add File to upload the document to AVEVA Contract Risk Management.

       Progress bars display the progress of the upload. If the upload is taking too long, you can click Cancel. This button is only visible if there is a pending upload.

    5. If the upload failed, you can click Retry Failed to attempt the upload again.

    6. Click Close once the upload is complete or cancelled.

       The attached document is displayed.

       Click Remove File if you need to delete this document.

25. Click Save.

    A warning message is displayed.

26. Click OK.

    A confirmation message is displayed.

View notes attached to Project/Dept library documents

27. Navigate to the Project/Dept home page.

28. Click and select Library from the menu.

    The Project/Dept Library page is displayed.

29. Locate the document whose notes you want to view, and click the icon for the document.

    The File Notes page is displayed listing all notes added to the document.

30. If you want to view documents attached to the note, click the icon.

    A message is displayed asking if you want to open or save the document.

31. Click Open to view the document in a new browser window or click Save to download the document to your computer.