Related Items Overview/Icon Legend

You can link any item (shown in the chart below) created in Project Center to another Project Center item, creating a relationship. There are many ways to link Project Center project items together and establish related item relationships, including:

• Selecting an item, then clicking Relate to from the Related Items tab of most activity centers.

• Adding files to a document set or to the Supporting Documents or Associated Items tabs of submittals , RFIs, transmittals, action items, or project timeline items.

• Adding a folder to a document set.

• Publishing a folder or document set to Info Exchange.

• Creating a record copy of a document set, folder, Info Exchange folder, transmittal, file transfer, submittal or RFI.

• Creating a markup session from a source file.

• Adding items to a timeline event.

• Extracting a record copy to a folder.

Icons

The following table contains the Project Center related items icons. The icons appear in the Related Items columns (shown below the chart) and the Subject columns of the Related Items tabs of most activity centers, as well as many dialog boxes throughout Project Center. When you create a relationship between two items, each item's icon is added to the other item's Related Items column and the Subject column of its Related Items tab.

• When you place the cursor over any related item icon, a tooltip pops up with the icon's definition.

Related Items column

If the Related Items column (which is present in most activity centers) contains related item icons (indicating that there is a relationship between the selected item and other project items), you can click in the filtering box to see what each icon represents, and to filter by item type, as shown here. Each of the item types that appear in the entire column will be listed in the filter list.

Relation Type column

The Relation Type column of the Related Items tab (shown below) has two icons to indicate the relationship type:

●        The icon indicates that the relationship was created by a user (ad hoc) and can be deleted (such as an action item related to an RFI).

●        The icon indicates that the relationship was created by Project Center and cannot be deleted (such as a transmittal or record copy related to a submittal).

Finding related items

The best way to find related items is by using the Related Items column and Related Items tab, as shown here:

Finding matching file names, duplicate files, XREFs, and markup sessions

Project Center also enables you to find related and duplicate files, external references ( XREFsDrawing files often reference other files, including other drawings, as well as plot styles, images, standards, and font files associated with the drawing. Those references, or dependencies, are simply an embedded record of the path to the referenced objects or files.) for a file, and markups of a selected file.  When you select a file in Project Center, you can choose which task to perform from the File Tasks panel or the Folder Tasks panel. In the following examples, let's say a file is selected from the Project Files activity center. Using the Find task, you can select which action to perform:

To find matching file names

Click Find > All Versions of this File to open the Search Results window, which displays any files in the project that closely or exactly match the file name or version. You can then filter the list.

To find external references

Click Find >External References to open the External Reference Details dialog box, which displays two lists: one showing the XREFs that the selected file contains, and another showing the files that reference the selected file.

To find markup sessions for the file

For files that have an icon in the Related Items column, click Review Related Markup Sessions to open the Related Markup Sessions activity center, which displays a list of all markups that have been created using this file as its source. You can also preview them.

To find duplicate files

You can select a folder, then click Utilities > Find Duplicate Files to open the Duplicate Files window, which lists any folders and files within the selected folder that are exact duplicates of each other.