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Documents (WBS) Dialog Box

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The Documents dialog box displays when you right-click a project or WBS level in the Activity Table of the Gantt chart and select WBS DocumentsWBS Documents.

You can also select a WBS level in the Gantt, click Activity Detailsarrow, select WBS Details, then click WBS DocumentsWBS Documents.

WBS Document Tasks

Working with documents

In the Documents dialog box, you can assign documents to a WBS, remove or revise the relationship between a document and a WBS, and view documents assigned to a WBS.

For more detailed information about working with project documents, see:

For more detailed information about working with activity documents, see Activity Document Details.

Controlling placement of the dialog box

You have full control of the placement of the Documents dialog box in the Activities page. By dragging and dropping the dialog box or using the controls available in the title bar of the dialog box, you move, dock, or reduce the dialog box to a tab that displays, by default, under or can be moved to the right of the Gantt chart or activity network diagram. See Customize activity views for more information.

Field Definitions

Maximize the dialog box - Maximize
Maximizes the dialog box to the full area of the Activity page.
Restore dialog box from maximized state - Restore from Maximized State
Restores the dialog box to its default size.
Float the dialog box - Float
Resizes and makes the dialog box able to be dragged and dropped within or outside the browser, referred to as Float State.
Restore from float state - Restore from Float State
Restores the dialog box from Float State and positions it within the window.
Note: Dragging and docking the dialog box creates the same results as Float and Restore from Float State controls.
Auto Hide - Auto-hide
Hides the contents of the dialog box by reducing the view to a tab. Clicking the tab restores the view of the dialog box.
Toggle Auto Hide - Toggle Auto-hide
Prepares the dialog box for the Auto-hide state. This toggle serves as an state in between the tabbed state and the restored state of the dialog box.
Exit the dialog box - Exit
Closes the dialog box.
Add Document - Add Document (icon)
Opens the Search dialog box in which you can find and select a document to add.
Previous WBS - Previous WBS (icon)
Moves up to the previous WBS in the Gantt chart, activity table, or activity network diagram.
Next WBS - Next WBS (icon)
Moves down to the next WBS in the Gantt chart, activity table, or activity network diagram.
Delete Document - Delete Document (icon)
Deletes a selected document.
View Document - View Document (icon)
Opens a selected document for viewing.
Column Selector- Column Selector (icon)
Provides a list of fields you can display in the Documents dialog box by marking the check box of each field you want to display.
Possible fields to display in the Documents dialog box include:
Title (field)
Shows the title of the document.
Document Category
Shows the type of document as defined by its category.
Status
Shows the completion and usage status of the document.
Public Location
Shows the path or URL of the document.
Previous Activity - Previous Activity (icon)
Scrolls up through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity to view its related documents.
Next Activity - Next Activity (icon)
Scrolls down through the list of activities displayed in the Gantt chart, enabling you to identify and select an activity to view its related documents.