Program specific documents can be uploaded to the documents section located within a particular program. This is in addition to documents that were attached to a specific issue, risk, or non-WBS activity.
To add a new program specific document:
- Navigate to the Documents page by clicking the Documents link on the Left Navigation Bar within a particular program, or from the Top Navigation Bar select (Program #) Go To > Documents.
- Click the Create button.
- Enter a name for the document.
- Enter a description of the document.
- Select the type of document you are creating. The document types are set by your administrator.
- Enter the complete path to the document location, or use the Browse button to locate it on your machine or the network. You can also enter a fully qualified URL if the document is hosted external to the system.
- 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.
- Click Add Document to upload your document.
The document are displayed on the Documents page. Click the File Name / URL link to download or view the document.