Changing attachment states

For a newly attached document, the state is always new. Once you start reviewing the document, you need to change the state of the document. The available states for newly attached documents are, Review, In Progress, and Close.
To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.
Project manager has access to the setting levels to attach, view the attached documents, and change the attachment states in a WBS element.

The change of state in a document helps the team members to keep track of their project artifacts. For example, a project manager has requested some changes in the existing process during project monitoring and control. The actual state of the documents, either approved or rejected change request should be reflected in the Attachments column of the WBS element. Typically, a project document should to through the various states: New > Start working > In progress > Reviewed > Close.

  1. Go to the Work Management view, in the WBS tree, select the WBS element.
  2. Click the Attachments column in the right pane and select the appropriate state of the document from the State list.
  3. Click Save.

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