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Assigning Documents to Projects

You can move documents from a workgroup to a project.

To assign documents to a project:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Documents portlet and click the Workgroup tab.
  5. On the Workgroup tab, select a document and click "" Assign to Project.
  6. In the Select Project dialog box, select a project and click OK.

Tips

  • The Assign to Project option is disabled if the document is already assigned to a project.
  • You can only assign documents to the project to which the workgroup was associated.
  • If the Workgroups portlet is not available, add it to the workspace. See Configuring Workspace Content.
  • If the Documents portlet is not available, add it to the workspace. See Customizing Workgroups.
  • You can also access workgroups from the My Workgroups portlet of the Dashboards page.

Related Topics

Working with Workgroups

Creating Workgroups

Customizing Workgroups

Assigning Workgroup Activities

Creating Workgroup Issues

Sending E-Mail to Activity Resources

Workgroup Tab of the Documents Portlet of the Workgroup Workspace Page


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