Documents play an integral role in project management. You can
use them to create artifacts by collecting and representing information. Documents
can be external files that are attached to a project, WBS element, summary
task, or milestone. Some examples of external files are electronic files such
as text files, spreadsheets, or graphics.
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 and view
the attached documents in a WBS element. Using the Documents viewlet, you
can:
- Attach project artifacts, like software design specification, release
content document, screenshot, etc. to the project
- View attached documents
- Change the state of the documents after review
- Go to the Work Management view, in the WBS tree, select the WBS
element.
- To attach a document to the project:
- Click the Attachments column in the right pane and click Browse to
add a file.
- Click Save. The document
is now attached to the WBS element and the attachment icon is displayed for
the WBS element in the WBS attributes view.
- To view an attached document:
- Click on the attachment link for that element. The
document is displayed in the default viewer.
Tip: If
the attachment is a graphic file, hover the cursor over the attachment link
to see a preview of the graphic file.
- Save the document in the local drive.