Adding a Document to a Roadmap or Task
You can add documents to a roadmap, activity or task from the Roadmap page.
- Select a project and navigate to the (Project #) Go To > Roadmap page.
- Locate the appropriate task and click on its name.
- From the Actions column select Documents > Upload. The Add a New Document screen.
- Enter the document name and a description.
- Select the type of document you are creating. The categories of document types are created during system configuration.
- Enter the complete path to the document location. You can also use the Browse button to locate the document in your machine or network.
- If you do not want users to modify the document, and if you have the appropriate permissions, you can choose to lock the document.
- To make this document a Best Practice document and add it to the Global Knowledge Base, select the Should this be published as a best practice? option. You will need the appropriate permissions to add documents to the Knowledge Base.
- To make this document confidential select the Is this document confidential option. You can select the users who are allowed to view this document.
- Click Add Document to upload your document
Working with Project Activities
Adding a New Activity or Task
Assigning Resources to an Activity or Task
Uploading a Tool
Working with Project Dependencies
Working with Project Status Indicators
Working with Resource Effort Distribution
Working with Efforts and Dates
About Effort Types
Viewing Finances for an Activity
Modifying an Activity or Task
Activity Approvals
Completing an Activity