Add a work product or document record
Before you can assign a work product or documents to a project, you need to add a record for it in the project database.
- Choose Project, Work Products & Documents.
- Click
on the Edit toolbar or choose Edit, Add. - Type a title for the document.
- To record general details for the document, such as title, reference number, and author, display WP & Doc Details, click the General tab, then type the information.
Related Topics
Display work product and document details in the WPs and Docs window
Last Published Tuesday, January 6, 2026