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The All Documents portlet is a complete listing of all the documents uploaded to the project. The portlet displays information about the project schedule, due dates, and categories and provides a link to drill down to the document itself. The portlet is designed for project managers to view all the documents currently available for the project.
The following columns display on the portlet:
The link to the document manager to view the entire folder structure and documents. Click on the document name to drill down to the Collaboration - project document manager page.
The name of the document and also serves as a link to open the document. Click on the document name to open the document.
The status of the document. The options are tied to standard stoplights:
The schedule is based on the completion date for the task (phase) that the document is associated with. All documents for a phase require completing by the end date of that phase.
Displays the date of completing the milestone task that matches the documents folder.
The document folder. Each of the folders represents a project stage and is labeled with the same names as the project stages.
Important! Each folder is linked to the phase part of the WBS. For example, Scoping, Business Case, or Development. Do not change the names of the folders and phases. Otherwise, the document review portlets do not work correctly. If changing the folder and phase names is necessary, modify all the document review portlets with the new names.
The document category assigned to a document when it is uploaded to the repository. The category can be any of: Proposal, Planning, Development, Implementation, Operations.
The individual that uploaded the document. Click on the owner name to drill down to the resource properties page.
The date when the most recent version was uploaded to the repository.
The comments list from the latest version that was uploaded to the repository.
The following portlet filters are available:
Filter by Standard Organizational Breakdown Structures (OBS).
Filter by project.
Filter by stage based on the stage values for NPD.
Filter by manager.
Filter by project status (approved or unapproved).
The document categories of Proposal, Planning, Development, Implementation, Operations.
Filter by status (Approved, Rejected, Submitted).
A lookup with two choices: All, for all the documents and Late, for the ones that are late in relation to the milestone task finish date.
Filter by the user who uploaded the document.
A free entry text field to type in the document name or part of the document name using wildcards.
A date range filter to retrieve those documents that have due dates between the entered dates.
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