WBS Documents Detail Window of the Activities Page

Overview

Use this detail window to relate or remove documents from an activity or to view a related document.

Note

Your ability to manage document relationships depends on two factors: your application security privileges and the security policy of an individual document (if the document was added from the content repository).
To view WBS detail windows, group your view by all levels of the WBS.

Screen Elements

Add menu

The add menu contains the following options for adding documents to an activity:

WP & Docs: Opens the Add Document dialog box.

Assign... button

Opens the Select Document dialog box.

Title field

The names of the documents assigned to the activity.

Document Category list

The classification label used to organize documents.

Status field

The current status of the document.

Location field

The file location of the selected document. All project participants can view this file.

Getting Here