Assigning Documents to Activities
You can assign relevant documents to activities, projects, and WBSs.
To assign documents:
- 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
Activities. - On the Activities page, select an activity and click the Documents detail window.
Note: To assign a document to a project or WBS, select a project or WBS in place of an activity.
- In the Documents detail window, click
Assign (Insert). - In the Select Document dialog box, assign documents and click Close.
- On the Activities page, click the Actions
menu and select Save (Ctrl+S).
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