About Defining Document Relationships

Typically, the Project Document Controller (PDC) will maintain these relationship files and update them as required when new drawings or addenda are issued, for example. In this procedure, you will create a Microsoft Excel® spreadsheet that has two columns; Document and Related Document. For information on downloading a relationship template, see Plan Room Settings Page Overview.

Specifically, each cell in the spreadsheet is a file. In the example below, document A1-01-a.xls is repeated in the Document column to establish the relationship between this one file and all files that relate to it. If you want users to also see this file when searching for one of the related documents, the reverse relationship must also be established, as illustrated in the last row of the sample below.

Once the relationships have been mapped and the file is saved, you can start uploading the files into the appropriate folders. If there is more than one related file, then the PDC repeats this exercise by adding another row in the spreadsheet. Here's an example of what a relationship file might look like.

Document	Related Document
A1-01-a.xls	A1-01-b.xls
A1-01-a.xls	A2-02.xls
A1-01-a.xls	A2-03.xls
A1-01-a.xls	A3-01.xls
A1-01-a.xls	A4-01.xls

Relationship files must be saved in the designated relationship folder path. For more information about defining the relationship folder path, see Customize Plan Room Settings or ask your Trimble Unity Construct Administrator.