Add Project Standard Documents

Once a standard document is added to a project, you can enter the documentation text in the main EVMax window at the account (work breakdown structure (WBS)/control account) or work package level. See Enter or Edit Documentation.

1. Select Project Data > Projects in the Navigation Menu. The Manage Projects tab window displays.
2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the project you want from the list.
3. Select the Standard Docs tab.
4. Click Add. The Add Standard Doc dialog box displays.
5. Enter a Name that describes the purpose or content of the document such as "WBS Dictionary", "Risk", "Assumptions", "BOE Rationale."
6. Click on the Level dropdown. Select Account or Work Package. Select Account when you want to enable the ability to enter documentation text for the work breakdown structure (WBS) elements or control accounts.

7. Click OK. The document is added as a row in the list of Standard Docs.

   Tip:

   To delete a Standard Doc, select the document row and click Remove.

8. Optional. If you want to use a template for the standard document, select the document row and click the Add cell in the Template column. A Template window displays.
   1. Click Open in the Ribbon Menu.
   2. Navigate to the document template file you want such as a Word .doc or .docx file, rich text format (.rtf) file, or text (.txt) file. Select the file and click Open.

   3. Click OK.

      Tip:

      To modify the template, click the Edit cell in the Template column.

9. Click Save in the Ribbon Menu.
10. Optional. Close the Manage Projects tab.