Related Items Section of the Document Details Page (without content repository)

Overview

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

Screen Elements

Name field

The name of the related item.

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.

Relate Activities or WBS link

Enables you to select an activity or a WBS to associate with the currently selected document. See Working with "Select a Value" Dialog Boxes for further details.

Relate Issue link

Enables you to select an issue to relate to the currently selected document. See Working with "Select a Value" Dialog Boxes for further details.

Relate Documents link

Enables you to select a document from a list of documents displayed in a common dialog box to relate to the current project issue.

For example, a new checklist represents an approved process; however, an exception has resulted in a known issue. Relate the new checklist document to the issue to provide a clear way for the issue resolution team to understand the situation.

Remove link

Removes the selected related item. You must first select the option beside an item's name before you click the Remove link.

Getting Here

From the Documents page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page:
    1. Select a project from the Select Project list if applicable.
    2. Select a document from the left pane.
  4. On the Document Details page, expand the Related Items section.

From the Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page:
    1. Select a project from the Select Project list if applicable.
    2. Expand the Project Documents portlet.
  4. In the Project Documents portlet, expand the project and select a document.
  5. On the Document Details page, expand the Related Items section.

Copyright information