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Assigning Related Items to Documents

You can assign related activities, WBSs, issues, and documents to a document.

To assign related items to a document:

  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 "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab:
    1. Expand a project and select a document.
    2. Click the Related Items tab.
  5. On the Related Items tab:
    • To relate activities or WBSs, click "" Relate Activities or WBS and select activities or WBSs from the dialog box.
    • To relate issues, click "" Relate Issues and select issues from the dialog box.
    • To relate documents, click "" Relate Documents and select documents from the dialog box.
  6. On the Project tab, click Save.

Tips

You can also click Edit Details in the My Documents portlet of the Dashboards page, the Project Documents portlet of the Workspace page, or the Documents portlet of the Workgroup Workspace page to access the Related Items tab of the Document Details dialog box. Expand the Related Items section on the Details of page of the Documents page to assign related items to documents when your content repository is not configured.

Related Topics

Configuring Document Details

Related Items Tab of the Document Details Section (with content repository)


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