Copy a Master Document To A Project Folder

Copying a master document to a project makes a copy of an existing master document to a project folder, optionally locks the master document, and links the project copy to the master document. This is similar to creating a new document as a derivative of an existing document. The purpose of the copy is to be further developed in the course of the project for eventual release as a new revision of the master document. For example, an as-built facility drawing may need to be modified as part of a facility upgrade or expansion. Yet, the as-built drawing needs to remain accessible by facility managers until the project is complete. The solution is to create a project copy of the current as-built drawing (master document) into a project folder, optionally locking the as-built drawing against other revisions. The project copy may then be modified as necessary without affecting the as-built drawing.

To copy a document to an existing project:

1. Right-click the master document to be copied to a project folder, point to Project, and then click Create Project Copy or Create Project Copy and Lock.

   OR

   Select the master document to be copied to a project folder.

2. In the Project ribbon, in the Assign group, click Create Project Copy and then click Create Project Copy or Create Project Copy and Lock or Create Project Copy with References. The Select Project dialog box appears. If the list of project folders is very long, you can filter the list by typing part of the desired folder path in the text box.

3. Select the project folder where to copy the document and click Next.

   If the master document has references, the assembly copy page appears. It lists the master document and its reference documents of the TagObjectReferenceand manual reference types. Documents that will be copied are indicated with a green checkmark icon (the default is none). Documents that will not be copied are indicated with a magenta equals sign icon (the default is all).

   By default, the project copy will reference the original reference documents and copies will not be made of them. Alternatively, you can copy the reference documents together with the master document and the master document will references the project copies of the reference documents (and copies of them made in the same project).

   To also copy specific reference documents to the project folder and reference them:

   • Click the icon to change it to . If you select any part of the assembly without first selecting the parent assembly, the parent will be selected automatically.
   Note:

   • Some parts might not be selectable for copying due to the configuration of the reference type that links them to the parent assembly.
   • Additional documents that are invisible in this dialog might also be copied, parts of sub-assemblies, for example.

4. Click Start Copy to begin copying. The Create project copy for <assembly> dialog box appears and shows the results of copying each file.

   The master document is copied to the destination project in the Unchanged state.

5. Click Close to go to the project copy in the navigation view.

If you selected the Create Project Copy and Lock command, in addition to creating the project copy, the master document is locked by the project copy. If the master document is already locked by a previous project copy, it will remain locked by that copy.