Connecting a Document Package to an Activity—Exercises

Required Data

Registering Manual Activity Connected Objects per Project

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Verify that the document package object type is allowed to be manually connected to an activity for your project.

General exercise for Creating Projects

Creating Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Create activities in your subproject structure.
2. Save your changes.

General exercise for Building Project Plan

Creating a Document Package

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Create a document package with a package ID starting with XX, substituting XX with your initials.
2. Add at least one document to the document package, and enter planned values for each document.

General exercise for Create Document Package

Main Exercise

Purpose: The purpose of this exercise is to show you how to connect a document package to an activity.

Windows:
Project Navigator/Activity
Project Navigator/Connections
Activity
Activity/Connections
Document Package

Connecting Document Packages to an Activity

1. Open the Project Navigator window. (Alternatively, open the Activity window.)
2. Query for your project.
3. In the Navigator, select the activity to which you want to connect document packages. (Alternatively, in the Activity window, select the desired activity in the Project list.)
4. Click the Activity tab. (Alternatively in the Activity window, click the General tab.)
5. Verify that Connected Objects is selected in the Planned Cost Driver list.
6. Click the Cost and Hours tabs, and note the activity planned values. (Alternatively, you can view this information in the Activity window as well)
7. Click the Connections tab.
8. Right-click and then click Connect/Disconnect Object.
9. In the window that opens, click the Document Package tab.
10. All document packages that are not currently connected to any activity, and also those that are connected to this activity are listed. Select your document package to be connected by selecting the Connection check box. Click OK to save your changes. 
11. Note that the newly connected document package is shown in the upper table on the Connections tab. Select this row in the upper table to view its planned values in the lower table. For a document package, there is a value in the Planned Hours field.
12. Note that the System Connection check box is not selected as the document package was manually connected.
13. Click the Activity tab. On the Cost and Hours tabs, note that the activity planned values are updated with the planned values from your document package.
14. To see more information about the document package, click the Connections tab, select your document package, right-click, and then click Object Details. Alternatively, open the Document Package window, and query for your document package. You can see which documents the package consists of and the number of planned hours and planned cost per document. The total number of hours planned for the entire document package appears in the header.
15. To disconnect a document package, carry out steps 7—9. Select your document package to be disconnected by clearing the Connection check box. Click OK to save your changes.

Note: When working in the Document Package window, you can access the activity information for the document package's connected activity by using the Zoom feature from the Activity Seq field. This opens the Activity window.

Note: For an example of an activity with a connected document package, see Project P101 and Activity 10040. The attached document package consists of two documents with 10 planned hours and 5 planned hours respectively, resulting in 15 planned hours for the document package.