Content

You can work with a project's content.

This task shows you how to:

View Content

Click the Content tab to see all attachments and deliverables associated with a project or to tasks (summary and leaf) and milestones.



You can associate content to a project for reference or to capture deliverables. Content objects are stored in 3DSpace or 3DDrive and are referenced by the project for easy retrieval and traceability.

Tags associated with content added by you show on the left side.

Change the view:

Icon Description
Displays content as cards.
Displays content in a table. Each row shows the Title, Modified date, Relation, Project, Task/Milestone, Responsible persons, and Actions.
Note: If no modification occurred for a content item, the creation date is shown.

Use these icons in the upper-right corner to expand/collapse the project card and edit the project:

Control Description
Expands/collapses the project card in the header.
Lets you edit the properties of the project.

Add Content

You can add content.

  1. Click Add Content to add content:

    • Click Upload Content to use your file system.
    • Click Add Existing Content to add content using 3DSearch.

  2. You can also drag content into the Content tab from an existing repository, such as 3DSpace or 3DDrive, or from your file explorer.

Work with Content

Once content is added, you can view properties, download the content, or open the content in a 3DDashboard app.

  1. Click to the right of the content card or table entry; then click an option:

    Icon Description
    Preview Displays a preview of 3DSpace and 3DDrive objects along with the properties.
    Download Puts the content on your machine.
    Update Updates the existing document or 3DDrive file.
    Remove Removes the content.
    Open With Opens the content in an app available to your role.

    For a document created with the Document Management service, these commands are available:

    • Click to select Preview, Update, Edit/Undo Edit, Download, Remove, or Open With (for the apps available to your role).

    The above commands are disabled if you do not have "lock" rights to the document. Clicking the Download command downloads the file to your desktop and locks the file. If the Microsoft Office integration is installed, and the file is a Microsoft Office file, a Microsoft Office application opens the file. Clicking the Update command lets you choose the file to upload. After a successful update, the file is "unlocked" and a new version of the file is created.

  2. If you click the content name, you can open it in the Compass with any supported 3DDashboard app. For example, you could open a 3DXML file using 3DPlay.
  3. Add user-defined 6WTags to a content object by selecting the object and clicking . The added tags for the content display in 6WTags. The tags along with tag colors display for the content. For more information, see Filtering with 6WTags.