Add a work product or document record

Before you can assign a work product or documents to a project, you need to add a record for it in the project database.

  1. Choose Project, Work Products & Documents.
  2. Click on the Edit toolbar or choose Edit, Add.
  3. Type a title for the document.
  4. To record general details for the document, such as title, reference number, and author, display WP & Doc Details, click the General tab, then type the information.

Related Topics

Edit Toolbar

Display work product and document details in the WPs and Docs window



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Last Published Monday, December 6, 2021