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Assigning Documents to Activities

You can assign relevant documents to activities, projects, and WBSs.

To assign documents:

  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 "" Activities.
  3. On the Activities page, select an activity and click the Documents detail window.

    Note: To assign a document to a project or WBS, select a project or WBS in place of an activity.

  4. In the Documents detail window, click "" Assign (Insert).
  5. In the Select Document dialog box, assign documents and click Close.
  6. On the Activities page, click the Actions menu and select "" Save (Ctrl+S).

Related Topics

About Documents

Documents Detail Window of the Activities Page


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