Editing Documents in the Project Builder 
Editing Documents in the Project Builder
Use
In the Project Builder, you can carry out document editing functions in the structure tree and in the document overview. The following surveys the various options.
To access the document overview, select a project object in the structure tree and choose 
in the work area.
Procedure
The term "project object" is used in the following to refer only to those project objects to which you can assign documents, such as WBS elements and activities.
Function |
Procedure in the Structure Tree |
Procedure in the Document Overview for a Project Object |
Create and assign documents |
Select a project object and choose Create ® Document. This takes you to document management. See also: 
Creating Documents |
Prerequisites: You have defined an object link for the project object in document management customizing. In addition, you must stipulate Simple Document Creation for the object link.Choose The system automatically creates the document information record. Your only tasks are to select the original document in the File Manager and to specify where the document should be stored. |
Display/edit basic data |
Select a project object and choose In the basic data screen, choose |
Select the desired document and choose In the basic data screen, choose |
Display original file |
Select the original file beneath the document and choose |
Select the desired document and choose |
Assign document |
Prerequisite: The document already exists in document management.Enter the document type and document number. | |
Delete document assignment |
Select an assigned document and choose |
Select the desired document and choose |
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in the work area.
to switch between change and display modes.
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in the work area.
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