Previous Topic: View List of Product Description DocumentsNext Topic: Project Charter Documents


Edit Product Description Documents

The properties page is the default page that displays when you open this document. The fields on the page are defined in the General section when you first created the document. Additional fields are also displayed that you require completing before you submit the document for approval.

The fields for the other sections of the document are displayed on separate pages, which you can access from the properties menu. You can edit many of the fields displayed on the pages. Some, though, are display only.

Follow these steps:

  1. Open the project.

    The properties page appears.

  2. Open the product description document.

    The product properties page appears.

  3. Edit the following fields in the General section, and save:
    Title

    Defines the title for the document. Once you submit the document for review, this field becomes display only. In management views, you can click the document title to open the document.

    Limit: 80 characters

    ID

    Displays the unique identifier for the document.

    Limit: 80 characters

    Prepared By

    Displays the name of the resource who created the document.

    Limit: 80 characters

    Last Updated Date

    Displays the date the document was last updated and saved.

    Approval Status

    Displays the approval status for the document as a stoplight.

    Values:

    • New. The document is in draft mode and not submitted for approval.
    • Submitted for Review. The document is submitted for approval but not approved.
    • Approved. The document is submitted for approval and approved.
    • Rejected. The document is submitted for approval and rejected.

    Stoplights:

    • Grey. The approval status is "New" and not submitted for approval.
    • Yellow. The approval status is "Submitted for Review" but not approved.
    • Green. The approval status is "Approved". The document is submitted for approval and approved.
    • Red. The approval status is "Rejected". The document is submitted for approval and rejected.
    Submit for Review

    Specifies to submit this PMBOK Guide project document for review. Select the check box to submit the document for review.

    Default: Cleared