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Creating Document Statuses

Create document statuses to identify the current status of work products and documents within a project.

To create a document status:

  1. Click the "" Projects menu and select Enterprise Project Data, or click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Documents and click Document Statuses.
  3. On the Document Statuses page:
    1. Click "" Add (Insert).
    2. In the Name field, double-click and type a name.
    3. Click "" Save (Ctrl+S).

Tips

To change a status type, double-click it, then type a new name. The change applies to all projects to which the document is assigned.

Related Topics

About Document Categories and Statuses

Creating Document Categories

Enterprise Data Page

Document Statuses Page


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