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



Last Published Friday, October 4, 2024