Assigning Documents to Activities

You can assign relevant documents to activities, projects, and WBSs.

To assign documents:

  1. Click Projects.
  2. On the Projects navigation bar, click Activities.
  3. On the Activities page, select an activity and click the Documents detail window.

    Note: To assign a document to a project or WBS, select a project or WBS in place of an activity.

    1. In the Documents detail window, click Assign....
    2. In the Select Document dialog box, select a document and select Select.
    3. On the Activities page, click Save.

Related Topics

Working with Documents without the Content Repository

Adding Documents to a Project without the Content Repository

Configuring Document Details without the Content Repository

Sending Email about Documents without the Content Repository



Last Published Thursday, February 1, 2024