The Documents dialog box displays by clicking , selecting Activity Details, and selecting
Documents.
Document Tasks
Working with documents
In the Documents dialog box, you can assign documents to an activity, remove or revise the relationship between a document and an activity, and view documents assigned to an activity. See Activity Document Details.
For more detailed information about working with project documents, see:
- Documents overview
- Add project documents
- Relate an item to a project document
- Document security policies
- Documents page (with content repository)
- Documents page (with no content repository)
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
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- Maximize
- Maximizes the dialog box to the full area of the Activity page.
- Restore from Maximized State
- Restores the dialog box to its default size.
- 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
- 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
- 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
- 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
- Closes the dialog box.
- Add Document
- Opens the Search dialog box in which you can find and select a document to add.
- Delete Document
- Deletes a selected document.
- View Document
- Opens a selected document for viewing.
- Column Selector
- 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
- 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
- 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
- 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.