Connect Document to Project Items
Explanation
Documents registered in IFS/Document Management can be connected to project items. If
the project item has any document requirements, documents of the document classes
specified in the requirements must be connected to the item before it can be released.
Prerequisites
- The project item should exist.
System Effects
- The project item has one or more document connections.
- The document can be accessed from the project item by using Attachments.
- The project item is accessible from the document.
Window
Project Item
Navigator
Related Window Descriptions
Project Product/Items
Project Item Navigator
Object Connections
Procedure
To connect documents from
the Project Product/Items
or
Project
Item Navigator
follow these steps:
Select the project item(s).
- Click the Attachments on task pane.
- In the
Documents tab, insert an existing document or create a new document.
You can also follow the below steps as an alternate method to connect documents from
Project
Item Navigator:
- Populate the window with the required item.
- If there exists no documents for this item, you first have to create a folder for the
documents. Select the item in the graphical structure navigator, and point
to the right mouse button menu option
Add and click on the Documents option.
- Select the Documents folder in the graphical navigator.
- If the document to connect to the item already exists, select the
Insert Existing
Document right mouse button menu option, and select a document from the
dialog box. If the document does not exist, select the
Create New Document right mouse button menu option, and enter the information in the appearing dialog box.