Project documents are documents that a user relates to a project. You can work with project documents from the Documents page.
From the Documents page you can:
- Add documents to a project - You can add a document from a public and/or a private location. To enable project team members to open a document from the Public Location, make sure to store the document on a publicly accessible network server. You can store a personal copy of the document in the Private Location. For example, you can use this area to store the original copy of the document if you expect team members to update the public copy.
- Open and edit project documents - Click Open to view and edit the document. Since the document is stored on your network server, any saved changes will be visible to the next person who opens the document.
- Track document versions - You can set the version number each time you update the document if version tracking is important for the document.
- Related items to the project document - You can associate activities or WBSs, issues, or other documents to your project document. This enables you to see how a document relates to the project and where to find additional information.
The availability of a document and the actions you can perform on the document depend on several factors:
- Project documents are available only to users who have access to the corresponding project.
- The security policy of a project document determines which actions you can perform on that document; for example, you might only be able to view a document.
Note: Documents cannot be used with project templates.