Project setup includes specifying document handling options, filtering, and notes. To access these setup options, click SRD > Spec > Project Setup.
Here is a description of the links on the left side of the dialog box:
Documents
Document Classes - Specifies the different groups of documents.
Document Numbering - Specifies the range of numbers, prefixes, and suffixes used in the automatic generation of document codes.
Documents - Specifies document codes.
If the ZX_DOC_CLS project default is set to Y, the document code is generated automatically based on
the document class. If it is set to N, you must specify the document code manually.
Link Document Classes - Links document classes with document tables. For more information, see Document linking.
Filters
Filter group labeling and filter setup done at the product group level are visible
at the project level and can be used to define defaults at the specification and project
level.
Filter Group Labelling - Specifies area labels and master tables for the filter defaults grids on the Cover page in the Spec Editor. You can also specify the behavior for copying defaults from the spec to the project.
Filter Setup - Specifies the tables for the area labels and whether table detail links are generated.
The following items are prerequisites for working with master tables in filter group
labelling and filter setup.
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The master table must be of type COMMATTR and must have linked tables. To view this table, log on to Smart Materials and navigate to Administration > GLOBAL SETUP > Tables and Properties > Tables.
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The master table must be marked as such in the Component Manager Tables grid. Click SRD > Component Manager > Table Management to see this grid.
In filter group labeling, the master table can be associated with an area and filter group. For more information, see Specify filter group labels.
Then, in filter setup for that area, you can see the linked tables in the Selection list
. For more information, see Set up filters.
Filtering Defaults - Shows the default filtering that is defined for the selected area label.
Other - Allows you to run a customer-implemented procedure. For more information, see Calling CIPs.
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