Project and Portfolio Management

DT860 Portfolio documents

DI023099 Document name

In this field, the document name is entered or displayed.

Modifiable

  • in the Documents module

  • provided that the modifying user possesses the required rights

DI023139 File

In this field you can create a link to a file.

Insert file

  • Right-click on the Linked file field and select the Insert context menu command.

  • Click on the Search button in the Insert hyperlink window.

  • Select the required file and click on the Open button.

  • Confirm with OK.

  • Save.

Details

  • It is also possible to directly insert files from, e.g., the Windows explorer or files attached to e-mails via Drag&Drop.

DI064778 Description

Short description of the document

Modifiable

  • in the Documents module

  • provided that the modifying user possesses the required rights

DI064779 Completed

Marks a document as completed

Details

  • : Document has been completed

  • : Document still in use

Note

  • Completed documents are hidden in the base variant of the Documents module and can be viewed in the Completed Documents module variant.

Modifiable

  • in the Documents module

  • provided that the modifying user possesses the required rights

DI057939 Archive

Marks a document as archived

Details

  • : the document is archived

  • : the document is not archived

Note

  • Archived documents are hidden in the base variant of the Documents module and can be viewed in the Archived Documents module variant.

Modifiable

  • in the Documents module

  • provided that the modifying user possesses the required rights