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

Overview

Use this tab to view all items that are related to the document by name and description. Related items can include activities, documents, WBSs, or issues.

Screen Elements

Related Items toolbar

See Related Items Toolbar.

Name field

The name of the project, code, EPS node, or portfolio.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Tips

The document you select and where you access it can change which tabs are visible.

Getting Here

From the Documents page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a document and click the Related Items tab.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand the My Documents portlet and click the Private Documents tab.
  4. On the Private Documents tab, select a document and click "" Edit Details.
  5. In the Document Details dialog box, click the Related Items tab.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand the Project Documents portlet and click the Project tab.
  4. On the Project tab, select a document and click "" Edit Details.
  5. In the Document Details dialog box, click the Related Items tab.

Related Topics

Assigning Related Items to Documents


Copyright information