Assigning Work Products and Documents

For instructions on assigning documents from the Activities and Work Breakdown Structure windows, see “Working with Activities” on page 201 and “Reviewing Work Breakdown Structures” on page 133.

To change the sort order of any column, click the column labels.

You can assign work products and documents to both activities and WBS elements. For example, during a project’s early planning stages, you may assign a document to a WBS element. Later, you can assign the same document to one or more activities as your project’s activity details develop.

Assign documents from the Work Products and Documents window Select the document you want to assign. To assign multiple documents, hold down the Ctrl key, then click each document. Click the Display Options bar and choose WP & Doc Details. (The box next to WP & Doc Details should be marked.) Click the Assignments tab.

Click Assign. From the pop-up dialog box, select the activity or WBS element to which you want to assign the selected document. Click the Assign button. To remove a document assignment from an activity or WBS element, select the item in the Assignments tab, then click Remove.