Attaching Project Documentation to MS PROJECT

 

Hi,

MS Project can (also) serve as Project central repository. If you are not using MS SharePoint, you can attach Project document in a few different ways.

First I will add two tasks to the project:

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I want to attach Project charter to the Develop Project Charter task. I will double click on the task an I will get:

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and then

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I choose create from file option and I will now find project charter on my computer and add it to the Project.

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Notice that I choose Display As Icon option, since I don’t want the entire project charter to be copied as it is. So I get:

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I will double click on the document and MS PROJECT will open it. Now I will change something in a document and I will save it:

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Now I will open this document again through MS project and Mickey Mouse is a project Manager. But if I open the “same” document from my folder (My Documents, or something like that:

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I will get:

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As you can see, the document changes through MS Projects are not reflected to original document, so you must be careful, because you actually have two documents (two Project Charters). First is in MS PROJECT and second is in its original destination where we took it from.

If I want only one document I must select Link check button:

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Now I have Link to the document and it does not matter where I will open it!

There is another way to link some documents to your project in MS PROJECT. I will right click on the Develop Project Plan task and choose Hyperlink:

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and I will get:

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and I have a link to the document.

I can have a website as a hyperlink:

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To open a hyperlink right click on the task and choose Open Hyperlink as is shown in the next picture:

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and the website will be opened.

If you have attached document or hyperlink to the task you will see a different icon in the Indicator column:

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See you!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in Microsoft PRoject 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

One Response to Attaching Project Documentation to MS PROJECT

  1. Pingback: Develop a Scope for my Project! Is it easy or not?–PART 3 | Nenad Trajkovski

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