WBS Documents Detail Window of the Activities Page

Overview

Use this detail window to assign documents to a WBS, remove or revise the relationship between a document and a WBS, and view documents assigned to a WBS.

Screen Elements

Documents toolbar

See WBS Documents Toolbar of the Activities Page.

Title field

The identifying name of the document.

Document Category list

The classification label used to organize documents.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Status field

The current status of the document.

Public Location field

The selected document's publicly-accessible file location. All project participants can view this file.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Tips

  • If you have more than one WBS selected, the detail window will not be visible.
  • If you have a project template open, the icons in the detail window will be disabled.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select a WBS and click the Documents detail window.

Related Topics

About Documents

Assigning Documents to Activities

About Work Breakdown Structures (WBS)


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