Project Archive Enhancements: Shared Extract Access, In-Tool Search and a Cleaner Table of Contents
What it is
Data Extraction in Project Archive now works the way your team does — extracts are shared, setup is searchable, and the finished package is cleaner.
Data Extracts are no longer locked to the person who created them. Users with directory-level admin permissions can now see extracts created by others, with tiered access based on tool-level permissions, delete rights reserved for the creator, and a full change history on every extract. Standard users keep the same extract-level privacy they have today.
Setting up an extract is faster, too. You can now search by name or title right inside the tool selection panels — available in 12 of 15 tools, starting with the ones teams use most: Directory, Drawings, Inspections and Submittals.
And the archive itself got a cleaner look. Generated packages no longer repeat hierarchical numbering on both section headings and the files beneath them — hierarchy is shown through indentation, and entries are grouped by name so related sections and files cluster together.
Who it is for
Project teams packaging and preserving project data for handoffs, future reference, or long-term retention — including anyone assembling turnover or O&M packages. Admins overseeing archiving across teams will benefit most from shared extract visibility.
Why it matters
Preserving a complete project record is a team effort, but extracts used to belong to one person. If a colleague built an extract, you couldn't see it — so teams duplicated work, and critical project data became unreachable when the creator left the company or went on leave. Shared access keeps data extraction moving no matter who is available, and it aligns with security policies where the person authorized to download and deliver the extract isn't always the person who built it. The change history adds an audit trail of who touched what.
Search saves real time in setup. On large projects, selecting the right people or documents meant paging through long lists — a directory with 150+ personnel could take minutes to navigate. Now it takes seconds.
And the archive itself looks better: the project team receives a Table of Contents that is easy to scan, with the document structure conveyed visually instead of buried under repeated numbering.
How to get started
Open the Project Archive tool in your project. Users with directory-level admin permissions will automatically see extracts created by others alongside their own; every extract now includes a change history. When creating a new Data Extract, use the search field at the top of each tool selection panel to jump straight to the names or titles you need. Table of Contents formatting improvements apply automatically to newly generated extracts — no configuration required.
More improvements this month
Restore original file and folder names on Windows
Large or deeply nested projects can hit Windows' 260-character path limit, so some file and folder names get shortened to fit. Every extract now includes a path-map CSV mapping shortened names back to originals, plus a bulk-rename script to restore them
