Overview
Use this page to add and configure document categories.
Screen Elements
Add (Ins) button
Creates a new entry in the current table.
Analyze Data Usage button
Analyzes the usage of the data items listed in the grid.
Full Screen
Expands the current work area so it fills the entire display.
Prints the Grid View.
Search
Searches the view or dialog box for data matching the criteria entered into the box.
Row Actions menu
Add: Creates a new item.
Delete: Removes the selected item permanently.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Name field
The name of the document.
To see the following columns, click Analyze Data Usage.
Project Count field
The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.
Latest Update field
The most recent date that the corresponding data item was modified.
Latest Assignment Update field
The most recent date that the corresponding data item was assigned.
Latest Summarized Date field
The most recent time that a project or baseline using the corresponding data item was summarized.
Latest Published Date field
The most recent time that a project or baseline using the corresponding data item was published.
Latest Scheduled Date field
The most recent time that a project or baseline using the corresponding data item was scheduled.
Download link
Enables you to download the currently displayed data as a Microsoft Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Getting Here
- Click Administration.
- On the Administration navigation bar, click Enterprise Data.
- On the Enterprise Data page, expand Documents and click Document Categories.