How to Set up the PMBOK Guide Accelerator › Create the Documents Your Organization Uses

Create the Documents Your Organization Uses

The PMBOK Guide Accelerator includes a set of PMBOK Guide documents that are part of the PMBOK Guide project templates. This procedure details how to create and define the additional PMBOK Guide project documents that are used by your organization and add them to the template. When project managers use a PMBOK Guide template to create a new project, the set of documents is included with the new project.

You create a document as a subobject to the Project object using Studio. Users access the subobject from a subpage that displays as a link on the properties menu for PMBOK Guide projects.

By default, the subpages added to the project object view displays for standard CA Clarity PPM projects and PMBOK Guide projects. If you do not require the projects to display the new document link on the properties menu, add the display condition that limits the display of the subpage to only PMBOK Guide projects.

Follow these steps:

1. Create a new object and select Project as the master object.

   A new subobject for the document is created. A new subpage for the project's Properties view is also created.

2. Add attributes to the new object.

   The document includes fields.

3. Open the Project object, click to edit the project properties view, and open the new subpage.

   The property layout page appears with the new subpage listed.

4. Define the new subpage properties, such as modifying the label for the link that displays for users on the properties menu.

   The subpage properties page appears.

5. Add the following display condition so that the subpage displays for PMBOK Guide projects only:

   ( Project PBK Project Flag = 1 )
   

   The new PMBOK Guide document is created.

More information:

PMBOK Guide Accelerator Documents

PMBOK Project Templates