Managing Project Files

In Acumatica ERP, you can manage all files attached to a project and its related records in one centralized location and maintain full control over user access to the needed files.

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Managing Project Files: General Information

You can work with all of a project’s files centrally—whether they relate to the entire project or a project-related record. You can view, filter, and preview files, as well as upload new versions and link files to records.

Managing Project Files: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for managing project files. You’ll also learn about the settings that affect the processing workflow so that you can make any needed changes.

Managing Project Files: Tag and File Access Setup

When multiple users work on the same project, they often need different levels of access to project files. In Acumatica ERP, you control this access by using tags.

Managing Project Files: Project Tag Templates

Projects often require different ways of organizing documents. To support this, you can use project tag templates.

Managing Project Files: Tag Assignment

You can assign tags to files in multiple ways, depending on the form you’re using. The following sections describe these ways.

Managing Project Files: Operations with Files

On the Manage Project Files by Tag (PM509000) and Manage Project Files by Record Type (PM509550) forms, you can review file details, check the file out or in, or upload a new version.

Managing Project Files: AI-Powered File Autotagging

AI-powered autotagging helps you quickly assign tags to project files, improving consistency and reducing manual work. You can use this autotagging while uploading new files on the Manage Project Files by Tag (PM509000) and Manage Project Files by Record Type (PM509550) forms.

Managing Project Files

In Acumatica ERP, you can manage all files attached to a project and its related records in one centralized location and maintain full control over user access to the needed files.
==In This Chapter{nestedtopics}==
*[HelpRoot_Projects\Projects_File_Management_GeneralInfo|Managing Project Files: General Information]
*:You can work with all of a project’s files centrally—whether they relate to the entire project or a project-related record. You can view, filter, and preview files, as well as upload new versions and link files to records.
*[HelpRoot_Projects\Projects_File_Management_Implem_Checklist|Managing Project Files: Implementation Checklist]
*:The following sections provide details you can use to ensure that the system is configured properly for managing project files. You’ll also learn about the settings that affect the processing workflow so that you can make any needed changes.
*[HelpRoot_Projects\Projects_File_Management_Configuration|Managing Project Files: Tag and File Access Setup]
*:When multiple users work on the same project, they often need different levels of access to project files. In Acumatica ERP, you control this access by using tags.
*[HelpRoot_Projects\Projects_File_Managment_Project_Tag_Template_Setup|Managing Project Files: Project Tag Templates]
*:Projects often require different ways of organizing documents. To support this, you can use ''project tag templates.''
*[HelpRoot_Projects\Projects_File_Management_Tag_Assignment|Managing Project Files: Tag Assignment]
*:You can assign tags to files in multiple ways, depending on the form you’re using. The following sections describe these ways.
*[HelpRoot_Projects\Projects_File_Management_User_Operations|Managing Project Files: Operations with Files]
*:On the [HelpRoot_FormReference\PM_50_90_00|Manage Project Files by Tag] ([~/?ScreenId=PM509000|PM509000]) and [HelpRoot_FormReference\PM_50_95_50|Manage Project Files by Record Type] ([~/?ScreenId=PM509550|PM509550]) forms, you can review file details, check the file out or in, or upload a new version.
*[HelpRoot_Projects\Projects_File_Management_AI_Autotagging|Managing Project Files: AI-Powered File Autotagging]
*:AI-powered autotagging helps you quickly assign tags to project files, improving consistency and reducing manual work. You can use this autotagging while uploading new files on the [HelpRoot_FormReference\PM_50_90_00|Manage Project Files by Tag] ([~/?ScreenId=PM509000|PM509000]) and [HelpRoot_FormReference\PM_50_95_50|Manage Project Files by Record Type] ([~/?ScreenId=PM509550|PM509550]) forms.