Company Drive

Modified on Thu, 24 Apr at 1:58 AM

The 'Company Drive' in the files repository serves to securely store and share mission-critical and sensitive files, including proprietary plans, contracts, and other confidential documents. Access is limited to your company level so that the files can only be shared among the project team members within your organization.

The drive allows users to create folder tree structures with root, branch, and subfolders for efficient organization of files as deemed fit.
The drive is available in list view and tile view, similar to Google Drive and other popular online storage.
The folder and subfolders can be set up with access restrictions to allow only selected project team members from your company.
Users can also enter comments, if any, related to the files in the drive.

The 'Company Drive' screen

Ensure that you are in the files repository screen of the project management console. If not,
- Open the project management console
- Click the app launcher icon in the top-right and select 'Project'
- Select 'Drive' from the options on the left
Select the drive with your company name as the label to open the 'Company Drive'

By default, the company drive opens on the list view. You can switch between the list view and tile view at any time.

List View
Tile View

List View

The drive opens at the list view by default.

To return to the list view from the tile view, click the button on the top-right.

The table shows the hierarchical list of folders in your company drive. The 'Default View' shows all columns in the table. You can remove the columns you do not want to see from the table and save it as your custom view.

File Name - The label of the folder, subfolder or the file
Created Date - The date on which the folder or file was added to the drive
Last Updated - The date on which the recent change was made to the item, like renaming the item.
Created By - The name of the user who created the folder or uploaded the file
Company - The company to which the user belongs. By default - your organization
Access - The permission level of the folder/file. By default - 'Private' - meaning the item can only be shared among team members belonging to your organization
Parent Folder - The parent folder of the item. Applies only to subfolders and files

Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
Right-click the column header and customize the display and order of the columns as you wish
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Download the File list

Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more.

Tile View

Click the 'Tile View' button to switch to thumbnail view of the files and folders.

Import Folder Template for the Company Drive

The company drive features efficient file organization by categorizing and structuring files based on context, category, type, and source. This is achieved through predefined folder trees tailored to the specific project's requirements, the company’s operational needs, or other unique parameters.

Multiple drive templates are maintained at the company-level master list. Each template contains a predefined folder tree structure with a specific combination of labeled blank folders.
The project manager can select a suitable template for implementation at the project level
The empty folders get automatically created in the project drive with the hierarchical tree structure as defined in the template
Users have the flexibility to add new folders or remove existing ones at any time to accommodate evolving project needs.

To import a folder template

Ensure that you are in the company Drive screen in the drive module of the project management console. If not,
- Open the project management console
- Click the app launcher and select 'Project'
- Select 'Drive' from the options on the left
- Select the drive with your company name as the label to open the 'Company Drive'
Click 'Select Template' at the top right

All folder templates present in the company-level master list and available for selection are shown as a list.

Select the template to import the folders from by clicking its serial number
Click OK for the template to take effect

You can seamlessly select and import additional templates into the company drive at any time to expand or refine the folder structure. If a folder from the newly imported template shares the same label as an existing folder, the system automatically differentiates it by appending "(Copy)" to the folder name, ensuring clear identification and avoiding conflicts.

See the following section to learn more about: