Add Other Documents

Note:

Other documents are specific to an account (work breakdown structure (WBS)/control account) or work package in the main EVMax window. These can be used instead of or in addition to project Standard Documents (see Add Project Standard Documents). Once you add the document in the main EVMax window, you can enter the documentation text. See Enter or Edit Documentation.

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

  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. Click on the Document Other folder.
  7. Click New in the Ribbon Menu. A New Document dialog box displays.
  8. Enter a Name that describes the purpose or content of the document.
  9. Click OK.
  10. Click Save in the Ribbon Menu or use the Ctrl + S shortcut.
  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 and then select the Document tab.
  6. Click on the Document Other folder.
  7. Click New in the Ribbon Menu. A New Document dialog box displays.
  8. Enter a Name that describes the purpose or content of the document.
  9. Click OK.
  10. Click Save in the Ribbon Menu or use the Ctrl + S shortcut.