Enter or Edit Documentation

When you select a Document option in the main EVMax window, notice the three additional document related tabs in the Ribbon Menu: File, Format, and Insert. For more information on using these tabs, see Documentation.

The following steps assume you are using the Standard View Ribbon Menu option.

Prerequisites

  • You have defined one or more account level (work breakdown structure (WBS)/control account) Standard Documents for your project. See Add Project Standard Documents. For the Level dropdown, select Account.
  • Or, you have defined one or more Other Documents for a specific WBS element or control account (Account tab). See Add Other Documents.
  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Expand the WBS hierarchy as needed to view the WBS elements.
  4. Select the WBS element or control account row in the top pane.
  5. Select the Document tab in the bottom pane.
  6. Expand the Document Standard folder or Other folder to view the list of defined documents.
  7. Select the document row you want in the left pane. The document content displays in the right pane.
  8. Enter or paste content into the document or edit existing content. Use the File, Format, or Insert Ribbon Menu options as needed to print or format the content or insert content into the document such as tables or images.
  9. Click Save in the Ribbon Menu or use the Ctrl + S shortcut. The Version number is automatically incremented.

Prerequisites

  • You have defined one or more work package level Standard Documents for your project. See Add Project Standard Documents. For the Level dropdown, select Work Package.
  • Or, you have defined one or more Other Documents for a specific work package (Work Package tab, Document tab). See Add Other Documents.
  1. Select Home > Earned Value in the Navigation Menu. The main EVMax window displays.
  2. Select your project from the Project dropdown in the Ribbon Menu.
  3. Expand the WBS hierarchy as needed to view the work packages.
  4. Select the work package row in the top pane.
  5. Select the Work Package tab in the bottom pane then select the Document tab.
  6. Expand the Document Standard folder or Other folder to view the list of defined documents.
  7. Select the document row you want in the left pane. The document content displays in the right pane.
  8. Enter or paste content into the document or edit existing content. Use the File, Format, or Insert Ribbon Menu options as needed to print or format the content or insert content into the document such as tables or images.
  9. Click Save in the Ribbon Menu or use the Ctrl + S shortcut. The Version number is automatically incremented.