Project and Portfolio Management
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English

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