Assigning Documents to Workgroups
Assign documents to a workgroup if they are related to the content the workgroup covers.
To assign documents to a workgroup:
- 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.
- On the Projects navigation bar, click
Documents. - On the Documents page, click the Project tab.
- On the Project tab:
- Expand a project and select a document.
- Click
 Access Level Options Assign to Workgroup.
- In the Select Workgroup dialog box, select a workgroup and click OK.
Tips
- The Assign to Workgroup option is disabled if the document is already assigned to a workgroup.
- You can only assign documents to workgroups of the selected project.
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