Connect Documents to Project Activity
Explanation
This activity is used to connect documents to a project
activity using the business-to-business interface. Documents can only be
connected to this level and not to the project and subproject levels even though
documents that have already been connected at these levels can be viewed. New
revisions can be added to documents that are connected to the project activity
and connected documents can be deleted as well.
Prerequisites
- A project in which you are participating as a project team member,
project manager, sub project manager or as the customer responsible, must
exist.
- An activity must be defined for the project.
System Effects
As a result of this activity, a document is connected
to the project activity.
Window
N/A
Related Window Descriptions
Connected Documents
Projects
Project Navigator
Project Navigator/Activity
Add Documents
Procedure
- Click on the Project ID link of the relevant project on the
Projects portlet.
The Project Navigator page is opened.
- Click on the activity on the left pane.
- Click on the Documents link on the
Activity tab.
- Click on the Add Documents link. The
Add Documents dialog box is opened.
- Click Add File to select a file to be
uploaded from your computer.
- Enter a document class, title and other
information as required and click OK.