Controlling Project Documents

Through Windows SharePoint Services and Project Server, you can establish a document library associated with your project. The Project Web Access document library can be an excellent repository for project-related documents, including needs analyses, scope definition, product specifications, deliverable documents, team contact information, change control plan, status reports, and more. By creating a central location for public documents related to the project, you can enhance collaboration and the project management process, ensuring that all ™

team members and other stakeholders have all essential information at their disposal. apt

Depending on permissions, you and your team members can add a document, view docu- °

ments, and search for documents in the document library. When adding a new document, you enter the filename and location for the document, specify the owner and status (for example, Draft, Reviewed, Final, and so on), and enter any pertinent comments. You can also associate a document with specific tasks if you want.

After the project server administrator sets up and configures Windows SharePoint Services and the Document Library specific to your team, you can see documents directly from your Microsoft Project Web Access site.

New in Project 2003 is version control. Document versions can now be controlled using check-in and checkout processes. If a document is checked out, only the user who has checked it out can save to it. Multiple versions of a document can be compared and archived separately. When a document is linked to a project or individual tasks, the most current version of the document is linked.

Documents

To work with the Project Web Access document management features from Project Professional, follow these steps:

1 Make sure that Project Professional is connected to the project server and that your project is checked out and displayed.

2 Click Collaborate, Documents. Or, on the Collaboration toolbar, click Documents.

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The Documents page appears (see Figure 22-37).

The Documents page appears (see Figure 22-37).

Figure 22-37. View and work with the document library from within Project Professional.

To work with the document-management features in Project Web Access, follow these steps:

1 In your Web browser, log on to Project Web Access.

2 In the blue navigation bar, click Documents.

The View And Upload Documents In All Projects page appears (see Figure 22-38).

Figure 22-38. View and work with the document library from Project Web Access.
Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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