Managing Reference Versions

Have you ever wanted to use a different version of reference document for a master document or need to lock specific reference versions with the master document versions?

In ProjectWise Explorer, you can update a master document to use a different version of the same reference document (see Fig 1a and Fig 1b.) The version that you specify will be copied out when the master document is opened and used instead of the active version. This version of the reference will continue to be used by the master document until you select another version to lock to the master document.

 

 

In the “lock reference to specific versioned master document” use case, you can set “Lock reference document to versions” feature. When this feature is set, it will lock the referenced versions to the master document version as it is being created.

Note: The references are lock to the versioned master document. However, the active master document references link will be broken, allowing you to select a new path to a specific reference file to attach for the active master document.

This feature is available in the Datasource Settings, ProjectWise Administrator (see Fig 2.).

 

For more information to lock a specific version of a reference document to the master document, please refer to the ProjectWise V8i Help.

 

 

 

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  • Version locking can take care of this Dan.  if enabled it will lock the selected version of the reference to the master.  if this is used also make sure to turn on the notification dialogue.  Alternatively, if a user selects a previous version of a file ProjectWise will lock to that version regardless of the version locking settings.

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  • Version locking can take care of this Dan.  if enabled it will lock the selected version of the reference to the master.  if this is used also make sure to turn on the notification dialogue.  Alternatively, if a user selects a previous version of a file ProjectWise will lock to that version regardless of the version locking settings.

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