Documents

In the Documents tab, you can view a summary of documents associated to scope items to easily track associated items, provide real time updates, and export data.

The Documents tab functions similarly to the work package feature, such as the percent complete column, the warning icon that shows when there are missing values, and the summary overview of all documents in the document register at the bottom of the window. The scope item;s data that's associated to a document is aggregated and a summary of percent complete, hours, and min/max dates are shown per document. Additional features include:

  • When scope items are associated to a document, you can expand the document to view the associated scope items.

  • When multiple scope items are associated, the system aggregates the percent complete, hours, dates. The earliest start date and the latest end date are captured at the document level.