Managing Documents


Associating documents with projects or tasks is an extremely useful capability afforded by the Project Server-WSS integration. Common types of documents you might want to link to projects or tasks include specifications, budgets, and various project management documents, such as risk management plans.

There are two types of document libraries: project and public. In project document libraries, project managers set up the properties of the document libraries associated with their projects. Project managers can specify options, such as the default templates to use for Office documents and access permissions to the documents. In public document libraries, all Project Server users have access unless the server administrator specifies otherwise. Both types of libraries support e-mail notification when a document has been changed. You’ll see visual indicators and links to documents in a project document library in the Project Center and Tasks Center.

In this section, we’ll see how to create a document library for a project and upload a document to the library.

1. Steve Masters, a project manager at A.Datum Corporation, logs in to Project Server and navigates to the Project Center.

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2. There, he selects the 100X DVD Drive project and goes to the Document Center for that project. This project currently has no documents.

3. Steve already has the document he wants to add to this project’s document library, so he clicks Upload Document from the Upload menu.

4. Steve browses to the document he wants and clicks OK.

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5. Steve clicks OK.

The uploaded document appears in the project’s document library.

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Steve wants to keep close track of any changes made to this document by anyone on the project team. He’ll set up PWA to alert him via e-mail when the document is modified.

6. Steve points to the document name, clicks the Down Arrow that appears next to the document name, and clicks Alert Me.

The New Alert screen appears.

7. Steve sets the alert options he wants.

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Steve can set up similar alerts for the entire document library associated with the project, as well as risks and issues.




Microsoft Office Project 2007 Step by Step
MicrosoftВ® Office Project 2007 Step by Step (Step By Step (Microsoft))
ISBN: 0735623058
EAN: 2147483647
Year: 2004
Pages: 247

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