One of our clients had a requirement to transmit a completed engineering project, all the data associated to the project, to the paying client, this led to a conversation about Pack & GO.
The makeup of the folder definitions in the Vault are very well defined for both models, and related supporting documentation. Meaning, the clients project folder had sub folders containing material not linked or attached to the top level drawing or model.
Using Pack & GO on the top level model or drawing to collect the files will not collect the adjacent sub folders containing the supporting documentation, however using labels within the Vault Client interface will do the trick. Using this “Labeling” method allowed our client to collect the project and all of its associated documentation; and it is easily accomplished.
First the label definition must be created:
Note, in the figure above the folder “OTHER STUFF” is required for the transmittal to the paying client, but is not linked or attached to the top level Drawing or assembly in the “Large Skid Project”.
Vault users can create a Pack & Go at the top level assembly or drawing, but it will only collect those parts, drawings, and attachments linked to the selected assembly or drawing object.
See the example below of a Pack & GO created from the assembly:
Now for the results of the Pack & Go operation as noted above:
The picture below indicates that 225 object have been collected for the Pack & Go operation. Additional review of the complete list reports no files or documentation from the “OTHER STUFF” folder.
Now create the label to control the Pack & Go collection:
First identify the folder:
Right mouse click on with highlighted folder, and select “New Label…”, and enter the Label Name in the appropriate box, see the figure below:
Note, the “Target Location in the Vault:” is already populated. When finished, select the “OK” button to close the “New Label” dialog box.
Now that the label has been defined, it can be used in the Pack & Go operation. From the main toolbar select, the “Tools” command, then the “Labels” sub command:
The result of the operation will open the “Labels” dialog box. Located in this panel is the “Pack & Go” button.
Second the Pack & Go operation must be executed…
Selecting the correct label, and picking the Pack & Go button will result in all the needed documentation, parts and drawing being collection for the transmittal operation.
An additional TIP here, expand the “>>” button, and you will see an actual transmittal report being created as well.
This report will be included in the data sent to the client, and can act as a log of files sent or received for the engineering team involved in the ongoing project.
Note, the file count in the label process is 251, whereas in the file option only 225 files were collected. The figure below indicates the successful collection of the “OTHER STUFF” folder.
Give labels a test, you will find an improvement for gathering (collection) all the files related to a project.
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