The term document refers to the specific item which provide with all specific information regarding a project. The purpose of these documents is to provide a permanent record of all of these happenings with regard to a project.

In a project usually bulk volumes of documents of various contexts, ranging from contract to legal are usually handled. Manually managing these documents is a complicated process. The document tab serves as an automated mechanism for maintaining all such documents connected to the initial stages of the project. Documents that are created during project execution are maintained in the WBS.

To add documents

Drag and drop documents

Documents can be dragged to the drag/drop area and added to the Project. When a document is dragged to this area Add Document window is displayed. Enter values for fields displayed in the add document window and add document to the project.

Figure: Dragging and dropping files

To add files from the drag-drop box

Document Operations

Different document operations can be carried out on a document available here. Different document operations that can be carried out is described in the following sections.

Viewing documents

You can view the documents added to the project.

To view the documents

1. On the grid select the document you want to view.
2. On the tool bar click View.

Document is opened in the native application for viewing.

Editing documents

Project documents can be edited, changes saved and the documents are put back to Wrench. Document is checked out for editing, saved after editing and checked in after saving.

To check out a document

1. Select the document that you want to edit.
2. On the tool bar click Check Out.

Document opens up and you can edit the document.

3. Save the document after editing is completed.

To check in a document

1. Select the document that you have saved after checking out.
2. On the tool bar click Check In.

The document is checked in to the system after making necessary changes.

For more information on Check out and Check In operations see Smart Folders>>Working from document smart folders.

Detaching documents

Documents added to the project can be detached or removed from the project. A detached document is only removed from the project but will still be available in Wrench.

To detach a document

---