Folder Structure & Deployment

Step 4 — Folder Structure

The Folder Structure step lets you design folder templates that automatically expand into a full project folder hierarchy using your matrix values. Templates use placeholder tokens that are replaced with actual party and discipline names.

Template placeholders

Templates are entered as text with segments separated by /. Two placeholder tokens are available:

For example, the template Documents / XXX / YYY with parties [Employer, Contractor] and disciplines [Civil, MEP] would produce:

Documents / Employer / Civil
Documents / Employer / MEP
Documents / Contractor / Civil
Documents / Contractor / MEP

Expansion toggles

Three toggles control how templates expand:

• Use display names — XXX expands using display names from Step 3 instead of raw party codes.
• Use overrides — YYY expands using per-party restrictions from Step 2, so each party only gets sub-folders for its allowed disciplines.
• Use role group folders — Additional folders are generated for role group values (e.g., an "All" folder alongside individual discipline folders).

Folder editing

Once templates are expanded, you can:

• Rename folders — Click a folder name to edit it inline. Renames are tracked separately so the original template is preserved.
• Exclude folders — Mark folders for exclusion (shown with strikethrough). Excluded folders are skipped during deployment. You can restore them individually or all at once.

The FolderTreePreview panel shows a hierarchical view of all expanded paths with expand/collapse controls, giving you a visual check before deploying.

AI folder suggestions

Click Suggest Folders to generate templates based on standards like ISO 19650 or PAS 1192. The AI produces CDE status folder templates (WIP, Shared, Published, Archive) tailored to your matrix values. You review with checkboxes and choose to replace or add to your existing templates.

Import from ACC

You can import an existing folder structure from the ACC project. Choose a depth level (1-4 or all), optionally tick "Also import folder permissions", and click Fetch. The result appears as a tree with checkboxes — select the folders you want to import. Existing permissions are mapped to standardised permission levels.

Folder deployment

Deployment creates the expanded folder structure in ACC. It is non-destructive — existing folders are left in place, and only missing folders are created. Each folder is created with retry logic to handle transient API failures. Progress is shown in real time.