Map a Network Folder to a Project

As a PIM administrator, you can map a network folder to a related project to provide project members with access to the documents.

You must first ensure that you add the network folder that you want to map a project to as an unmanaged source through the UFM Service Manager tool. For information, see Add a Network Folder as an Unmanaged Source.

To map a network folder to a project:

  1. Log in to PIM as an administrator, and then click Admin on the header bar.
  2. In the Search Admin Zones field at the top, enter Unmanaged Sources.
  3. Click the Unmanaged Sources link that displays.
  4. On the Unmanaged Sources screen, click Edit for the source that you want to manage.
    If you have recently added an unmanaged source, and it is not displayed, click to update the list.
    Note: If the traffic light icon to the left of the source that you want to manage is not green, it means there is an issue with the network source. You can click or hover over the icon to view more details.
  5. On the Configure Unmanaged Source window, in the Select Project field for the folder that you want to map, enter the name of the project. As you type, a list of matching projects displays, and you can click a project to select it.
    Tip: To display only unmapped folders, from the Filter by list, select Unmapped Folders.
  6. Click Map, and then click OK to confirm.
    Indexing of the documents within the mapped folder commences. When this process has finished, the documents will be available from the Documents tab on the mapped project record.