Assigning Documents to Projects
You can move documents from a workgroup to a project.
To assign documents to a project:
- 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
Workspace. - On the Workspace page:
- If more than one project is open, select a project from the Select Projects list.
- Expand the Workgroups portlet and select a workgroup.
- On the Workgroup Workspace page, expand the Documents portlet and click the Workgroup tab.
- On the Workgroup tab, select a document and click
Assign to Project. - In the Select Project dialog box, select a project and click OK.
Tips
- The Assign to Project option is disabled if the document is already assigned to a project.
- You can only assign documents to the project to which the workgroup was associated.
- If the Workgroups portlet is not available, add it to the workspace. See Configuring Workspace Content.
- If the Documents portlet is not available, add it to the workspace. See Customizing Workgroups.
- You can also access workgroups from the My Workgroups portlet of the Dashboards page.
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