Assigning Related Items to Documents

You can assign related activities, WBSs, issues, and documents to a document.

To assign related items to a document:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab:
    1. Expand a project and select a document.
    2. Click the Related Items tab.
  5. On the Related Items tab:
    • To relate activities or WBSs, click Relate Activities or WBS and select activities or WBSs from the dialog box.
    • To relate issues, click Relate Issues and select issues from the dialog box.
    • To relate documents, click Relate Documents and select documents from the dialog box.
  6. On the Project tab, click Save.

Tips

Related Topics

Configuring Document Details

Related Items Tab of the Document Details Page (with content repository)



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Last Published Friday, October 1, 2021