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View the Document Manager

The following procedures show how to see documents related to a specific project, program, or resource.

Project

Follow these steps:

  1. Open the Home menu, and from Portfolio Management, click Projects.

    The list page appears.

  2. Click the name of the project to view the Document Manager.
  3. Click the Collaboration tab.

    The Document Manager page appears for the project.

Program

Follow these steps:

  1. Open the Home menu, and from Portfolio Management, click Programs.

    The list page appears.

  2. Click the name of the program to view the Document Manager.
  3. Click the Collaboration tab.

    The Document Manager page appears for the program.

Resource

Follow these steps:

  1. Open the Home menu, and from Resource Management, click Resources.

    The list page appears.

  2. Click the name of the resource to view corresponding documents.
  3. Click Document Manager.

    The Document Manager page for the resource appears.