Connecting Documents to Project—Exercises
Required Data
Creating Document Titles
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.
- Create some document titles in IFS/Document Management.
- Save your changes.
General exercise for Create
Document Title and Revision
Creating Project, Establishing Project Plan, and Registering Project Demand
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.
- Create a project.
- Build a subproject structure and create activities.
- Register miscellaneous project demand.
General exercise for Creating
Projects
General exercise for Building
a Project Plan
General exercise for Registering
Project Demand
Main Exercise
Purpose: The purpose of these
exercises is to show you how to
connect a document in IFS/Document Management to a project, activity, and project
demand.
Note: To be able to do these exercises, you must use an
executable containing both IFS/Document Management and IFS/Project.
Windows:
Project
Projects
Project Navigator/Activity
Activity/General
Activities
Project Navigator/Demand
Activity/Demand
Project/Demand
Document Revision
Note: Perform the following steps to connect a document to a project ID. For an example, you can
refer to Project P101, to which Document P101–0001 is connected.
- Open the
Project window, and query for your project. (Alternatively,
perform the following steps in the
Projects
window.)
- Click on the Attachments panel right-click and
click Attach.
- Attach Documents window opens.
- Select the document from the List. Click
OK.
- You can also create a new document to connect to your business object. Right-click
in the Attachments panel, and click New
to open the
Create New Document window.
- Enter the desired document class, or select it from the List of Values.
- Enter a document title. Click OK.
- Optionally, for each of your connected documents, enter a value in the Association Category field, or select one
from the List of Values.
- For each of your connected documents, verify that the value of the Update Revision field
is correct.
- Save your changes.
Note: Perform the following steps to connect a document to an activity. For an example,
see Activity 10010 in Project P101, to which Document P101–1010 is connected.
- Open the
Project Navigator window. (Alternatively, open the
Activity or Activities window.)
- Query for your
project.
- In the Navigator, select the activity to which you want to connect a document.
Click the
Activity tab. (Alternatively,
in the Activity window, select the desired activity in
the Project list, and click the
General tab. In the
Activities window, select the desired activity.)
- Click on Attachments panel.
- Perform steps 3–14 above.
Note: Perform the following steps to connect a document to project demand. For an example,
see the miscellaneous procurement for Activity 20040 in Project P101, to which
Document P101–2040 is connected.
- Open the
Project Navigator window. (Alternatively, open the
Activity
or
Project window.)
- Query for your
project.
- In the Navigator, select the activity with the miscellaneous
demand record to which you want to connect a document. (Alternatively,
in the Activity window, select the desired activity in
the Project list.)
- Click the
Demand tab and then
either the Misc Parts tab or the
Misc. No Parts tab.
- Select the miscellaneous demand record to which you want to connect a document.
- Click on Attachments panel.
- Perform steps 3–14 above.
Note: From IFS/Project, perform the following steps to view information
about connected documents.
- Open the
Project or
Project Navigator window, and query for your project.
- Select the desired business object that is connected to the documents that
you would
like to view. For example, if you
want to view a document connected to a project demand, click the
Project Info/Demand/Misc. Parts
tab or the Project Info/Demand/No Misc. Parts
tab, and select the desired miscellaneous
demand. If you want to view a document connected to an
activity, select this activity in the
Project Navigator Navigator.
- Click on Attachments panel and select
Documents. All documents connected
to the selected business object are listed.
- Select the desired document, right-click, and then click
Document Revision. The
Document Revision window appears, showing information about the
selected document. You can also open this window from the Navigator.
Note: From IFS/Document Management, perform the following steps to view
information about connected objects.
- Open the
Document Revision window.
- Click the
Objects tab. A list appears of all
business objects connected to this document. The Object field
indicates the kind
of object that is connected, e.g., Project, Activity, or Project
Misc Procurement.
- Select the desired object, right-click, and then click Object Details. A window appears with information about the selected
object. If the selected object is a project, the
Project
window appears. If the selected object is an activity, the
Activity
window appears. If the selected object is
miscellaneous demand, the
Project Miscellaneous
Procurement window appears.