Assigning Work Products and Documents

For more information about work products and documents, see “Maintaining a Project’s Document Library” on page 359.

Work products and documents enable you to catalog and track all projectrelated documents and deliverables. This includes guidelines, procedures, standards, plans, design templates, worksheets, and all types of project deliverables. Choose Project, Work Products and Documents, to set up the documents.

Set up the categories for work products and documents by choosing Admin, Admin Categories, then clicking the Document Categories tab. Click the Document Status tab to establish the different status codes you want to use for the documents. Categories and status codes are then assigned to documents in the Work Products and Documents window.

In the Activities window, select the activity to which you want to assign a document. Click the WPs & Docs tab in Activity Details.

Click Assign and select the document you want to assign. To assign multiple documents, hold down the Ctrl key, then click each item. Click the Assign button, then click the Close button. Mark the checkbox for the selected document to indicate that it is a work product.

To view detailed information about and/or open a document, select the item, then click Details in the WPs & Docs tab.