Creating/Deleting Documents 

Use

You want to create a new document for a WBS element, activity, or material. Alternatively you want to delete an existing document.

Procedure

Create a document

You are in the local processing overview for a folder (Overview [Folder]).

  1. In the left screen area select a WBS element, activity, or material.

    2. Detail information for the selected object appears in the right-hand screen.

    You can use the function on the left-hand screen area to open a search screen for finding folder objects.

  2. Choose .

The Create document overview appears in the right-hand screen area.
  1. Enter the necessary data:
  1. Choose Continue.

The new document appears in the overview.

Deleting Documents

  1. In the left-hand screen area select a document.
  2. On the Document tab page in the right-hand screen area click Delete in Document administration.
  3. Confirm the warning with OK.

The document is deleted. A deletion cannot be undone. If the document has been assigned original application files, the assignments are also deleted.