Cloud Masters

The masters system is designed to allow you to use a common database (or several databases) of notes as a 'base' for all projects. Individual projects are then created from master files and edited as necessary for project specific notes and changes.

Master databases can be created from the portal in one of two ways:

1. Uploading a text file - You can upload an existing keynote text file using the upload control at the bottom of the masters page. This allows you to select your existing file and upload it to the cloud to use as a master. If there are issues with this file and it is not valid the upload will fail. You will need to open it in Keynote Manager desktop and verify that the file is valid before using it.
2. Create an Empty Database - You can create a new blank master file to work with using the '+' button on the masters page. Note that this is only recommended for offices that use a small list of individual notes that are all project specific for both performance and management reasons. If you use a large database like the CSI divisions that come with Revit please consider making this a master.

Master databases can be deleted by pressing the delete button next to the master. CAUTION: deleting a master database will delete ALL projects that are derived from that master database permanently! It is recommended that you do not delete masters that have had projects created from them.

To edit a master database you can open the master directly with Keynote Manager and edit as needed. In Keynote Manager select 'Open from Cloud'; in the cloud dialog there is a button that says 'Show Masters' that will allow you to see and open master databases. Please note the following when editing masters:

• Editing masters requires 'Modify Projects' permissions level or above. If you do not not have sufficient permissions the 'Show Masters' button will not be available and you will not be able to edit masters. See the 'Users' page for more on permission levels.
• Master data is denoted with an orange color. When opening, the icon will be orange; when editing, the UI will have an orange border and an orange tag in the tab header.
• Editing the master will propagate changes to any projects derived from the master that have not overridden the changed notes.