Work Product and Documents

Dear Johann,
For each activity u have to attach required file.U can import list of document from Excel but for soft copies attachments u have to attach files in Work Products & Document tab.
Also kindly elborate ur question if not clear.


Imran

Dear Imran,
I accept that the linking for Activities & WBS’s and File location be done separately, but the bulk import of documents (Doc name, Author, Doc number) form an excel file would be of great assistance. If you have such a solution, please provide details.

Thanks,
Johann

Hi Johan.
According to me, I’m affraid there isn’t any tool helping in this issue.
Regard

Dear Johann,
Yes u can have Doc name, Author, & Doc No against your activites.Follow following steps.

1.Go to Enterprises then User Defined field add Doc Name,Author,& Doc Number as text

2.In ur Schedule create these columns.

3.Export ur schedule to Excel

4.Select Activities only for Export

5.while going through export tabs, U will come across Export Tempelates tab click modify then add Doc name,Author,& Doc No in columns and click next.

6.U will have a file with mentioned columns.

7.Add details against customised columns as per ur requirement

8.After adding Data against each activity then save it

9.Go to P6 and select import and specify in the project from which u had exported.

MAKE SURE THAT U DO CAHNGES IN THE EXPORTED FILE AND THEN IMPORT THE SAME.Also steps 5 is important.
Hope fully u will get ur results


Imran

Hi Imran,
I have tried a similar technique, but I do need the Work Product and Document functionality.
Thanks
Johann

Dear Johann,
After Importing u can all your desired data in user defined field.If u want to see the same in Work Product & Document functionality then use global change u will get ur results.

Imran

Dear Imran,

Please forgive my ignorance, but Global-Change only applies to activities, activity resource assignments and project expenses. The Work Products and Document fields are not accessible. Am I missing something?

Regards
Johann