Files
UI: Files
Módulo: CDE
Para que serve
Navegar e gerir a estrutura de pastas e ficheiros do CDE do projeto: upload, versões, locks, partilha, federação 3D e abertura no viewer.
Relevância
É o repositório diário do projeto. Naming standards, approval e holding dependem desta área. Sem Files disciplinado, o resto do CDE (transmittals, reviews) parte de dados fracos.
Exemplo de uso
O coordenador seleciona a pasta 02_Models/Architecture, faz Upload de um IFC como New Model, disciplina Architecture. Se o naming falhar, o ficheiro cai em Holding Area; depois de corrigir, volta a Files, Federate / View 3D e abre no Explorer.
Quem pode usar
Membros com permissão CDE (leitura/escrita conforme role). Ações do menu de contexto respeitam permissões e locks.
Anatomia do ecrã
- Folder tree (esquerda) — pastas; naming standard aplicado; menu de contexto de pasta.
- Lista de ficheiros (centro) — colunas configuráveis + indicadores.
- Ribbon — Manage / Design / Offline / Settings.
- Search & Filters — painel lateral direito (já não na ribbon).
- Sheets/diálogos: Edit Attributes, Version History, File History, Comments, Share, 3D preview cart, Upload wizard.
Opções e campos
Ribbon
| Grupo | Ações |
|---|---|
| Manage → Files | Upload · Download |
| Manage → Organize | Move · Copy · Rename · Edit Attributes · Folder Permissions |
| Manage → Delete | Delete · Deleted Items · Restore Items |
| Design → Communication | Comments · Version · History · Topic · Compare |
| Design → 3D Preview | View 3D · Add to 3D Basket |
| Design → Sharing | Federate · Unfederate · Optimize 3D · Share · Delete Share · Create Transmittal |
| Offline | Make Offline · Remove Offline |
| Settings | Attributes · Naming Standard · Configurations · Reset folder permissions |
Search & Filters (painel direito)
Search files… · Apply · Reset · Save filter · Folder Options (Current folder / All folders / Subfolders) · File Types · Current Versions · Last updated · Operational status · Description · Project Attributes · Custom Attributes · tabs Filters / Saved CDE filters (Name · Visibility Public/Private).
Colunas da lista
Name · Version · Op. status · Description · Size · Modified · Added By · Last Modified By · Indicators · Path · ★ (favorite) · Offline (desktop) · atributos dinâmicos da pasta (Area, Label, Milestone, Status, Discipline, Phase, Zone, Level, Classification, Priority, custom).
Indicators: Federated · Has Comments · Locked · Review Pending · Approved · Rejected · Linked to Autodesk ACC · Publicly shared.
Menu de contexto do ficheiro
Download · Lock (Soft) · Lock (Hard) · Unlock · Request unlock · Rename · Copy · Move · Delete · Comments · View Versions · History · Share · Federate · Optimize for 3D · Compare Versions · Add Version · Make Available Offline · Remove Offline · Add/Remove from 3D preview.
Menu de contexto da pasta
Add Subfolder · Upload Files · Rename · Move · Copy · Download as ZIP · Delete · Permissions · Apply/Remove Naming Standard · Attribute Settings · Apply operational status to folder… · Add to AI / Disable automatic AI.
Edit Attributes / Version / Share (sheets)
| Sheet | Campos / ações principais |
|---|---|
| Edit Attributes | Name · Extension · Description · Operational document status · Status comment · File Information (Version, Size, Created, Version By, Modified, Modified By) · Project Attributes |
| Version History | Current · Make current · Delete Version · Download source · Break Link and Add Version · Attributes |
| Share | Share with (Project members / Anyone with the link) · Link expires · Select version (Always latest / Only current) · Links / QR · Group or Individual links |
| 3D preview cart | Clear all · Open in 3D viewer |
Upload wizard
Select Files → Destination → Information → Upload
Select Files (drag-drop; IFC, RVT, NWC, NWD, SKP, …) · Destination folder · Per-file: New Model / Existing Model Version · Model Name · Discipline · Select Existing Model · Start Upload (Pending / Completed / Failed).
Como usar
Abrir
- Module selector → CDE → Files.
Navegar e filtrar
- Expande pastas na tree.
- Abre Search & Filters no painel direito; Apply.
- Ajusta colunas se precisares de atributos.
Upload
- Pasta destino → ribbon Upload.
- Ficheiros → New Model ou Existing Version → metadados → Start Upload.
- Se validação falhar → Holding Area.
3D / partilha
- Add to 3D Basket / Federate / View 3D → Explorer.
- Share ou Create Transmittal conforme o caso.
Ligações
Dicas / erros comuns
- Toasts “Select files to …” → falta seleção.
- Search & Filters está no painel direito, não na ribbon.
- Offline desktop: upload cloud precisa rede.
- Pasta com naming standard: indicação na tree + Apply/Remove no contexto.
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