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Misc. - Work Products & Documents
OVERVIEW – The Work Products and Documents feature enables you to catalog and track all project-related documents and deliverables. This includes guidelines, procedures, standards, plans, design templates, worksheets, and all types of project deliverables. A work product or document can provide standards and guidelines for performing an activity's work, or it can be formally identified as a project standard. A work product or document can also be activity output, such as testing plans and blueprints. You can also use the Work Products and Documents feature to identify project deliverables, documents that will be delivered to the end user or customer at the end of the project.
With the Project Management module, you can assign work products and documents to activities and to work breakdown structure (WBS) elements. During a project's early planning stages, you can assign a work product or document to a WBS element. Later, you can assign the same work product or document to one or more activities as your project's activity details develop.
The Work Products and Documents feature enables you to maintain general information about project documents, such as revision date, location, and author. The actual document files can be stored on a network file server, configuration management system, or Web site, depending on project requirements. You can specify a public or private location for the document files. Specifying a public location enables resources to view the document through Timesheets. Also through Timesheets, when you specify a public location, primary resources can launch the work product or document in its native application to make revisions as needed. - Primavera
- Copy the STP – Steps project and paste the new project in the MIS – Misc. EPS. Name the new project, WPD – Work Products & Documents. Open the project.
- In the activity view, click the WPs & Docs button on the Directory bar.
- Once in the WPs & Documents view, click Add. Title the Document, Acoustical Ceiling Tile specifications.
- Under Reference No. type, 09511.
- Double-click the Status cell to display the drop-down menu. Choose Approved from the menu.
- Double-click the Document Category cell. Double-click Specifications from the popup window.
- Add Author as a column to the WPs & Documents view.
- Type Owner into the field.
TIP – If you are dealing with an RFI or other such document, adding the actual responsible party’s name in the author section can be useful in managing information flow.
- Click on the Files tab where you can attach the associated document to the schedule for easy reference.
- The top field is for documents that are located in a Private Location such as your own personal computer where others do not have access. The bottom one is for documents that are located in a Public Location such as a shared server where others have access. Click on the box on the Private Location field.
- Find 09511.pdf, the file you downloaded at the beginning of this tutorial, and click Open to attach it.
- If you click the Launch button beside the field, Adobe PDF Reader will open with the document displayed.
- Click on the Assignments tab.
- Here you are able to assign the highlighted document to either an activity or entire WBS. Click Assign Activity.
- The Assign Activity window appears allowing you to scroll through the open project and assign as many activities to the document as you would like. Find activity L2-1110 and assign it. Close the window.
- The specifications for the ceiling tile are now associated with the ceiling tile activity. Go back to the activity view.
- Highlight activity L2-1110 and click on the WPs & Docs tab. The Acoustical Ceiling Tile Specifications we just assigned is there.
- Now, highlight the actual document line under the heading Specifications and click Details below.
- A window appears with the details regarding the document along with a Launch button for easy access to the actual PDF.
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