The Explorer module is divided into three main views:
- Zone Explorer – Browse and reference project zones.
- Folder Explorer – Browse the folder structure of a project.
- WBS Explorer – Navigate your project's Work Breakdown Structure.
All three views follow the same logic:
- Top Level: The project itself.
- Second Level: The project structure (zones, folders, or WBS).
- References: Attach documents or records at any level except the project root.
🧭 How Navigation Works
- Click on a project to expand its structure.
- Browse the corresponding zones, folders, or WBS levels.
- If a folder/zone/WBS element is transparent, it means no references are connected at that level.
- If the element is yellow/filled, there are references further down in the structure.
- You can click any element to view, add, or remove document references.
➕ How to Add References
To add a new document reference inside the Explorer:
- Select a Structure Level
- You must select a folder, zone, or WBS element (you cannot add references directly to the project root).
- Click "+ Document Reference"
- The button is only active when a valid element is selected.
- Use this to link documents from the Document Module.
- Confirm and Save
- The document will now be linked to the selected part of the structure.
🗑️ How to Remove References
- Select the reference from the list.
- Click Delete.
- Confirm the action in the popup.
This will remove the reference, but it will not delete the document itself.
🔄 Visual Indicators
Icon
Meaning
Transparent Folder / Zone / WBS
No document references are connected here or in sublevels.
Yellow/Colored Folder / Zone / WBS
There are references further down in the structure.
📂 Example Workflow
Imagine you have a project called WindPark Alpha. Inside this project, you use the Folder Explorer to:
- Navigate to Folder > Electrical Drawings.
- Attach several PDF schematics as document references.
- Visualize the structure, knowing exactly where documents are linked.
📊 Overview of Actions
Here’s a quick overview of what you can do in the Explorer module:
Action
Description
Navigate Structure
Browse project zones, folders, or WBS elements in a tree view.
Add Document Reference
Attach documents to specific levels (cannot add to project root).
Delete Reference
Remove a reference from the structure (the document remains in the Document Module).
View Indicators
See if sublevels have references by checking if the icons are transparent or filled.
❓ FAQ
Q: Can I create new folders or zones from the Explorer?
No, the Explorer is for referencing and navigation only. Folder and zone structures are created in the Project Module.
Q: Does deleting a reference remove the document?
No, it only removes the link. The document remains in the Document Module.
Q: Can I add references to the project root?
No, you can only add references to the second level or below (folders, zones, WBS items).
Q: Is the Explorer linked to SharePoint?
No, Explorer is internal to Triark and does not affect SharePoint storage.
